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.

Chart of the top ten PV markets in 2023, forecast contained in the Polysilicon Market Outlook 2027

China saves its solar industry with installation record of 260 GW

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China’s solar market once again served as a backstop for the domestic photovoltaic (PV) industry, which has built up massive overcapacity. The country set up a new installation record of 260 GW (DC) in 2023.

Monthly polysilicon price average from October 2011 through December 2023

Why the pork cycle has returned to the polysilicon market

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A period of weak demand until 2020 laid the ground for a polysilicon shortage that has triggered excessive capacity expansion in China. Now overcapacity provokes the next shakeout.

The ten most popular posts from Bernreuter Research on LinkedIn in 2023

The top 10 posts from Bernreuter Research on LinkedIn in 2023

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The announcement of its new market report, The Polysilicon Market Outlook 2027, is the most popular among the top ten posts from Bernreuter Research on LinkedIn in 2023.

Polysilicon price trend 2023 versus 2011

The crash of the polysilicon price was merely a matter of time

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After the crash below US$10 per kg, the global polysilicon price has not yet reached its bottom. This lies below US$7 per kg – the cash cost level of the last producer needed to satisfy demand.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI firms up 42,500-ton polysilicon capacity expansion by 2027

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South Korean chemicals group OCI will implement its plan to increase production capacities for both solar-grade and electronic-grade polysilicon later than originally envisaged.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI planning to expand its polysilicon capacity by 35,000 tons

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Polysilicon manufacturer OCI is getting closer to a decision to increase the capacity of its plant in Malaysia by 30,000 to 40,000 tons. In 2024 the plant would then have a total capacity of 65,000 to 75,000 tons.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang region, China

Xinte responds to silicon metal price spike with captive smelter

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Chinese transformer maker TBEA will build a 200,000-ton silicon metal factory in Inner Mongolia by the end of 2022 in order to secure the feedstock for its polysilicon subsidiary Xinte Energy.

Arabinda Ghosh (left), designated Chairman and CEO of Hemlock Semiconductor, and Ken Collins, site leader of Wacker Chemical Corporation’s polysilicon and pyrogenic silica plants in Charleston, Tennessee

New leadership at U.S. polysilicon makers Wacker and Hemlock

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Ken Collins is new site leader of Wacker’s polysilicon plant in Charleston, Tennessee while Arabinda Ghosh will follow Mark Bassett as CEO of competitor Hemlock Semiconductor at year’s end.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

Price rally drives polysilicon EBITDA margins beyond 40%

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While non-Chinese polysilicon manufacturers OCI and Wacker enjoy high margins, Xinjiang-based Daqo New Energy has already announced the next major expansion to 270,000 tons in China by the end of 2024.

New polysilicon production capacities (in metric tons) in 2022

New polysilicon entrants in China: Nothing learnt from the past

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The current polysilicon shortage has triggered so many new Chinese projects with a total capacity of more than one million tons that the industry will again face oversupply in the coming years.

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