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.

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.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang, with electricity grid operated by the Xinjiang Production and Construction Corps (XPCC), a promoter of forced labor

Opinion: Creating an alternative PV supply chain is no cakewalk

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The western solar industry will likely be able to cut its ties to forced labor at polysilicon and wafer producers in Xinjiang. But establishing an alternative, complete supply chain is a monumental task.

Impurity concentrations of granular polysilicon from MEMC Pasadena, GCL-Poly and TianREC compared to the PV17 standard on virgin polysilicon for PV applications from Semiconductor Equipment and Materials International (SEMI)

What do the impurity data of GCL’s granular polysilicon mean?

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The granular product from the fluidized bed reactor facility of GCL’s polysilicon subsidiary Jiangsu Zhongneng does not show unusual metal and carbon concentrations. What strikes is the very low hydrogen content.

Groundbreaking ceremony for a 100,000-ton fluidized bed reactor (FBR) plant of GCL-Poly in Leshan, Sichuan province, China on October 18, 2020

Opinion: Chinese polysilicon makers are posing their muscles

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China-based polysilicon manufacturers outdo each other with ever bigger capacity announcements. What appears like a bodybuilder competition has a serious background: accelerating PV growth.

Fluidized bed reactor (FBR) polysilicon plant of TianREC, the Chinese joint venture of REC Silicon, in Yulin, Shaanxi province, China

REC Silicon writes down China joint-venture investment to zero

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Low utilization rates and continuing losses of its granular polysilicon joint venture TianREC in Yulin in the Chinese province of Shaanxi have led REC Silicon to write down its investment to zero.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI’s polysilicon business mainly depends on customer Longi

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OCI’s Malaysian polysilicon subsidiary has signed a three-year supply contract with Longi, the world’s largest solar wafer maker. The volume of 77,700 tons will fill OCI’s production capacity for the most part.

Polysilicon plant of Xinte Energy in Urumqi, Xinjiang region, China

Xinte planning 200,000-ton polysilicon plant in Inner Mongolia

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Xinjiang-based polysilicon manufacturer Xinte Energy has announced plans to build a 200,000-ton plant in Baotou, Inner Mongolia, with construction of the first 100,000-ton phase starting in 2021.

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