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.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Bernreuter expects 120 GW PV market, no polysilicon glut in 2018

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Bernreuter Research expects a 120 GW PV market in 2018, with approximately 65 GW of new installations in China, and no polysilicon oversupply.

REC Silicon’s Q4 2017 update on FBR joint venture in Yulin

REC Silicon’s FBR joint venture is late, expects 8,000 tons in 2018

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After starting to ramp up in December 2017, TianREC, the Chinese joint venture of U.S. polysilicon producer REC Silicon with Shaanxi Non-Ferrous Tianhong New Energy, is now planning to reach its full capacity by the end of 2018.

Monthly polysilicon imports into China from January through December 2017

China’s polysilicon imports drop in December, ahead of spot price

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After a short recovery in November, polysilicon imports into China fell back to 12,534 metric tons in December, a decrease of 16% month over month.

Shares of main polysilicon importers in China 2012 through 2017

Section 201 trade case: New hope for Hemlock and REC Silicon?

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Employees of the U.S.-based polysilicon manufacturers Hemlock Semiconductor and REC Silicon have urged U.S. President Trump in two letters to seek a solution for the U.S. polysilicon industry in the trade conflict with China.

PV system in China

No year-end PV rally in China: Installations come in at 52.8 GW

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According to data from China’s New Energy Administration, grid connections of domestic PV systems reached 52.83 GW in 2017.

Daqo New Energy's CEO Gongda Yao

Daqo New Energy’s CEO Gongda Yao leaves the company

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Chinese polysilicon and wafer producer Daqo New Energy Corp. has announced that Dr. Gongda Yao (59) will step down as its Chief Executive Officer with immediate effect for personal reasons.

Monthly polysilicon imports into China from December 2016 through November 2017

China’s polysilicon imports in November returned to level of June

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After a seasonal low in October, polysilicon imports into China in November rose to 14,918 metric tons, an increase of 33.8% month over month.

polysilicon chunks

Why the polysilicon spot price is still rising

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Several factors are playing a role in driving up the current polysilicon spot price.

Monthly polysilicon imports into China from November 2016 through October 2017

Weak Chinese polysilicon imports worsened by Wacker shortfall

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Polysilicon imports into China dropped considerably from the record high of 17,628 metric tons (MT) in September to 11,153 MT in October.

Duties on polysilicon imports from South Korea into China (2017 and 2014 tariffs)

China raises duties on polysilicon imports from South Korea

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On November 21, the Chinese Ministry of Commerce (Mofcom) announced new duty rates for polysilicon imports from South Korea into China, following a mid-term review that took one year.

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