News on supply

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

Session on polysilicon and wafer supply at the PV CellTech online conference on August 26, 2021

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On August 26, the second day of the PV CellTech 2021 online conference will feature an in-depth discussion with polysilicon expert Johannes Bernreuter, Head of Bernreuter Research, on key market issues.

New polysilicon production capacities (in metric tons) in 2022

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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.

Price changes in the solar value chain (polysilicon, wafer, cell, module) from January through May 2021

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After the polysilicon spot price has skyrocketed by almost 160% from US$11/kg in early 2021 to $28.50/kg now, there are first signs that the price rally will slow down.

Price changes in the solar value chain (polysilicon, wafer, cell, module) in the first quarter of 2021

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In the first quarter, the spot price for solar-grade polysilicon soared by nearly 50% – from US$11 to more than $16 per kg. Solar cell manufacturers played a key role in the price rally.

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.

Polysilicon plant of Tongwei’s subsidiary Sichuan Yongxiang Polysilicon in Leshan, Sichuan province, China

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While the polysilicon plant of Tongwei’s subsidiary Sichuan Yongxiang Polysilicon was temporarily shut down due to a flood alert, Daqo New Energy and GCL-Poly are aiming to resume production after accidents.

Polysilicon production volumes of the Chinese top 4 manufacturers (Tongwei, GCL-Poly, Daqo, Xinte) in 2019

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The 2019 results of the four largest China-based polysilicon manufacturers – Tongwei, GCL-Poly, Daqo and Xinte – reveal enormous discrepancies with numbers published by Chinese industry bodies.