News on China

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

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang

Daqo is targeting polysilicon production costs of $6.80/kg by 2020

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China-based polysilicon manufacturer Daqo New Energy is targeting total production costs of US$6.80/kg by the first quarter of 2020, down from $9.05/kg in Q2 2018 and $7.50/kg projected for 2019.

polysilicon chunks

GCL Poly’s reference to rebounding polysilicon prices is outdated

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Indeed, polysilicon prices on the Chinese spot market slightly recovered in July and stabilized in August. But they have been on the downtrend again since mid-September.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

GCL-Poly cancels sale of polysilicon shares to Shanghai Electric

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Two months after its announcement in early June, the sale of a 51% stake in Jiangsu Zhongneng, China’s largest polysilicon manufacturer, from parent company GCL-Poly to state-owned Shanghai Electric Group has failed.

Longi’s four polysilicon supply contracts

Longi signs fourth big polysilicon supply deal, this time with Xinte

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Leading monocrystalline wafer maker Longi has underpinned its rapid expansion by signing a contract with Xinte Energy for the delivery of 90,080 tons of polysilicon from 2019 through 2021.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington with vehicle at night

REC Silicon blames layoffs on trade war – that’s only half the truth

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U.S.-based polysilicon manufacturer REC Silicon has blamed the layoff of 100 employees on the trade dispute, but it is more a response to the slump of global demand in the wake of China’s cap on domestic PV installations.

Polysilicon rod grown on tube filament

GTAT’s tube filaments for polysilicon rods debuted at SNEC show

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U.S.-based GT Advanced Technologies (GTAT) for the first time showcased polysilicon rods grown on tube filaments at SNEC, the world’s largest solar trade show, in Shanghai in late May.

Monocrystalline silicon ingot for semiconductor use in China

GCL subsidiary: Polysilicon for semiconductors reaches volume

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Jiangsu Xinhua Semiconductor Materials Technology Co., Ltd. says it has reached volume production of electronic-grade polysilicon for the semiconductor industry.

PV system in China

Beijing promises faster launch of quota system for renewables

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The National Development and Reform Commission of China said on June 7 it would accelerate the planned launch of a quota system that would force provinces to buy more power from renewable energy sources.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

Shanghai Electric to acquire 51% of GCL’s polysilicon subsidiary

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GCL-Poly has brought Shanghai Electric Group as a major investor on board to support the growth of GCL’s subsidiary Jiangsu Zhongneng, China’s largest polysilicon manufacturer.

polysilicon chunks

China’s PV hard stop could cause polysilicon oversupply in 2018

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The Chinese government’s decision to reduce the approval of new photovoltaic (PV) installations drastically will have a severe impact on the global PV supply chain.

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