News on GCL-Poly

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

Polysilicon sales contracts of Daqo

Daqo solidifies its position through polysilicon deal with Jinko

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Daqo, China’s third-largest polysilicon manufacturer has signed a new two-year sales contract with JinkoSolar, the world’s largest solar module supplier, for the delivery of up to 36,000 tons of polysilicon in 2020 and 2021.

Monocrystalline solar wafers from Longi Green Energy Technology

Longi to reach 65 GW of mono wafer capacity already in late 2020

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Longi, the leading manufacturer of monocrystalline solar wafers, will accelerate the expansion of its production capacity, thus reaching its target of 65 GW already by the end of 2020, one year ahead of schedule.

Polysilicon chunks from Wacker

Current record low of the polysilicon spot price will soon be over

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Johannes Bernreuter, head of Bernreuter Research, explains to pv magazine why the record-low polysilicon spot price of US$8 per kg should not be overinterpreted and what to expect next.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

EBITDA lead of polysilicon maker Daqo shrank in second quarter

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Daqo New Energy, one of the leading low-cost polysilicon manufacturers in China, recorded significantly lower earnings in the second quarter; the EBITDA margin fell from 24.6% to 15.5%.

Longi’s polysilicon supply contract with Daqo

Daqo extends polysilicon supply volume to Longi to 134,400 tons

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Daqo, China’s third-largest polysilicon maker, has signed a new contract with leading monocrystalline wafer producer Longi for the supply of 112,800 tons of polysilicon from 2020 through 2020.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

Non-Chinese polysilicon producers swing back to positive EBITDA

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Polysilicon makers OCI, Wacker and REC Silicon all returned to black EBITDA figures in the second quarter. The margins ranged from 6.8% (OCI) to 3.4% (Wacker) to 1.1% (REC Silicon).

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at dusk

REC Silicon mothballs polysilicon plant in Moses Lake as expected

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In view of no visible progress in the trade negotiations between the USA and China, REC Silicon has placed its fluidized bed reactor (FBR) polysilicon plant at Moses Lake in a long-term shutdown.

Hankook Silicon’s polysilicon plant in Yeosu, South Jeolla Province, South Korea

Korean polysilicon producer Hankook Silicon close to bankruptcy

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On June 10, a court in Seoul decided to terminate the rehabilitation proceedings for Hankook Silicon after two attempts to sell the Korean polysilicon manufacturer failed.

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

REC Silicon delays decision on shutdown of FBR polysilicon plant

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While trade negotiations between the USA and China have stalled, polysilicon manufacturer REC Silicon puts its last hope in talks between the two rivals at the G20 summit in Osaka, Japan.

Monocrystalline solar wafers from Zhonghuan Semiconductor

Zhonghuan Semiconductor confirms capacity expansion to 55 GW

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, has confirmed earlier plans to increase its production capacity by 25 GW to 55 GW.

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