News on production capacity

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Representatives of GCL-Poly Energy Holdings and its subsidiary Jiangsu Zhongneng celebrate the official launch of the 54,000-ton fluidized bed reactor (FBR) project for granular polysilicon in Xuzhou, Jiangsu province, China on September 8, 2020

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Jiangsu Zhongneng Polysilicon, a subsidiary of GCL-Poly Energy Holdings, will increase its fluidized bed reactor (FBR) capacity for granular polysilicon to 54,000 tons by the end of 2021.

The factory gate of Sichuan Yongxiang’s polysilicon plant in Leshan after the flood had receded on August 20, 2020

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After a once-in-a-century flood in mid-August, Tongwei’s older polysilicon plant with a capacity of 20,000 metric tons in Leshan, Sichuan province will remain out of operation until mid-October.

Factory entrance of Wuxi Shangji Automation and polysilicon sales contract s of Daqo New Energy

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Daqo New Energy, one of the Big Five in China’s polysilicon industry, has signed a supply contract with Wuxi Shangji Automation, an ambitious newcomer in the production of monocrystalline solar wafers.

Groundbreaking for Asia Silicon’s polysilicon plant expansion in Xining, the capital of Qinghai province, China

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Asia Silicon, China’s sixth-largest polysilicon manufacturer, will increase its production capacity to 50,000 metric tons by 2022 and has closed a five-year supply contract with wafer maker Longi.

Construction site of Ferrosolar’s 1,400-ton plant for upgraded metallurgical-grade (UMG) silicon in Puertollano, Ciudad Real province, Castile-La Mancha autonomous region, Spain

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In a joint venture with Ferroglobe, Spanish Arinka PV Group intends to start production of upgraded metallurgical-grade (UMG) silicon in Puertollano – not of wafers, as pv magazine has reported.

Tongwei’s annual polysilicon production capacities from 2016 through 2021

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China-based polysilicon and solar cell manufacturer Tongwei will increase its production capacity from 80,000 to 155,000 tons by late 2021, thus becoming the world market leader.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2018 through Q4 2019

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After doubling its production capacity, China-based polysilicon manufacturer Daqo has reached record-low manufacturing costs (including depreciation) of $6.38/kg and cash production costs of $5.47/kg.

Chemical factory of Hanwha Solutions/Chemical Corporation in Yeosu, South Jeolla province, South Korea

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Following fellow manufacturer OCI, Hanwha Solutions/Chemical Corporation has also decided to abandon its solar-grade polysilicon business in South Korea.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at dusk

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As the Phase 1 trade agreement between the USA and China comes into force on February 15, U.S.-based polysilicon manufacturer REC Silicon intends to restart its plant in Moses Lake.

Polysilicon EBITDA and Operating Margins of OCI and Wacker from Q1 2018 through Q4 2019

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The Korean polysilicon manufacturer OCI abandons a market volume of 50,000 tons despite a competitive electricity rate for its plant in Malaysia. Johannes Bernreuter, Head of Bernreuter Research, comments on the decision.