News on shutdown

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

Polysilicon plant of Xinjiang Central Hoshine Silicon in the Ganquanbao Economic and Technological Development Zone of Urumqi, the capital of the Xinjiang Uyghur autonomous region

Polysilicon capacity acquisition: The Emperor’s New Clothes

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The planned fund of major Chinese polysilicon manufacturers to buy up excess production capacity is counterproductive, unnecessary and not viable. A critical analysis by a Chinese author.

REC Silicon’s fluidized bed reactor plant for granular polysilicon in Moses Lake, Washington (USA) at night

How Hanwha sabotaged REC Silicon’s granular-polysilicon plant

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Court documents fuel suspicion that Hanwha’s acquisition of U.S.-based silane and former polysilicon manufacturer REC Silicon at a fraction of its original value has followed the script for a corporate raid.

Polysilicon EBITDA margins of Wacker, Daqo and OCI from Q2 2024 through Q2 2025

Polysilicon maker OCI plunges into red after halting production

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While the Malaysian manufacturer fell behind the EBITDA margin of its German competitor Wacker in the second quarter, Chinese producer Daqo suffered from the low polysilicon price on the domestic market.

Polysilicon EBITDA margins of OCI, Wacker and Daqo from Q1 2024 through Q1 2025

Polysilicon maker OCI returns to profit and overtakes Wacker

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While the Malaysian manufacturer exceeded the EBITDA margin of its German competitor in the first quarter, Chinese producer Daqo struggled with the low polysilicon price on the domestic market.

Polysilicon EBITDA margins of OCI, Daqo, Wacker and REC Silicon from Q4 2023 through Q4 2024

Wacker copes with polysilicon headwinds better than its peers

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The German polysilicon manufacturer improved its EBITDA margin in the fourth quarter, whereas its competitors OCI, Daqo and REC Silicon struggled with various, partly self-induced problems.

REC Silicon’s fluidized bed reactor plant for granular polysilicon in Moses Lake, Washington (USA) at night

Has REC Silicon been taken hostage by its shareholder Hanwha?

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After a massive investment, the U.S.-based manufacturer will shut down the production of granular polysilicon at its plant in Moses Lake, Washington. The decision raises some questions.

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q3 2023 through Q3 2024

OCI and Wacker feel weak demand due to US anti-dumping case

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Market uncertainty weighs on the EBITDA margin of both polysilicon manufacturers, whereas Chinese competitor Daqo is still in the red since its average selling price remains below cash costs.

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q2 2023 through Q2 2024

Margin of Chinese polysilicon maker Daqo crashes into deep red

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Non-Chinese competitors OCI Malaysia and Wacker left Daqo behind as their earnings benefitted from reduced costs and the increased spread to plummeting prices in China in the second quarter.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q1 2023 through Q1 2024

Wacker is approaching the margin of Chinese competitor Daqo

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After the polysilicon price in China has fallen even below the cash costs of Daqo, its German competitor Wacker could soon outstrip the EBITDA margin of the Chinese polysilicon manufacturer.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q4 2022 through Q4 2023

Polysilicon makers achieved mixed results in the fourth quarter

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The EBITDA margins of OCI Malaysia, Wacker and REC Silicon fell to a various extent and for different reasons. Only Chinese manufacturer Daqo New Energy was able to buck the trend.

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