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.

The ten most popular posts from Bernreuter Research on LinkedIn in 2021

The top 10 posts from Bernreuter Research on LinkedIn in 2021

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New entrants in China, the FBR project of GCL and news on non-Chinese polysilicon manufacturers are the most popular themes among the top ten posts from Bernreuter Research on LinkedIn in 2021.

Curve of the polysilicon spot price in 2021

First rays of light at the end of the polysilicon high-price tunnel

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After a massive price surge during 2021, signs are piling up that the polysilicon price is about to come down from its high level of US$36/kg. But a new price increase could follow in 2022.

Chemical factory of Hanwha Solutions

Hanwha invests in REC Silicon – “First step to US value chain”

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The US$160 million investment of Hanwha Solutions, the world’s sixth largest solar module supplier, in U.S. polysilicon maker REC Silicon only makes sense with new wafer production capacity.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q3 2020 through Q3 2021

Increase of polysilicon EBITDA margins slowing at a high level

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Polysilicon manufacturers Daqo, Wacker and OCI compensate the price spike of silicon metal feedstock and still increase their high margins, driven by strong demand in the third quarter.

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.

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

In-depth talk on polysilicon market at PV CellTech conference

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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.

A couple recruited through a labor transfer program is sitting in a bunk room at a facility of Hoshine Silicon Industry Co., Ltd.

What the U.S. ban on Hoshine Silicon means for the PV industry

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The Withhold Release Order of the U.S. customs against Xinjiang-based silicon metal producer Hoshine puts pressure on polysilicon manufacturers as most of them are sourcing from Hoshine.

Representatives of East Hope Group and the Ningxia and Shizuishan governments signed cooperation and invest agreements for a cluster of projects in Shizuishan

Is Xinjiang becoming a hot potato for polysilicon producers?

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Out of four Xinjiang-based polysilicon manufacturers, East Hope is the third that has announced a new project outside the region linked to forced labor: a 250,000-ton factory in Shizuishan, Ningxia.

Workers manually crush silicon metal in the Jingang Circular Economy Industrial Park in Yili (also known as Ili) prefecture, Xinjiang, China

New report reveals the PV industry’s deep ties to forced labor

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A new research report from the Sheffield Hallam University in England uncovers so far unknown details about silicon metal, polysilicon and wafer manufacturers using forced labor in Xinjiang.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2019 through Q4 2020

Price hike gives non-Chinese polysilicon producers a breather

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The strong rise of polysilicon prices since mid-2020 has led the results of non-Chinese manufacturers Wacker and OCI back into positive territory. EBITDA in the second half improved significantly.

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