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.

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.

Polysilicon tube filaments from GT Advanced Technologies (GTAT)

GTAT introduces innovation to reduce polysilicon costs by $2/kg

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Equipment supplier GT Advanced Technologies (GTAT) has developed tube filaments as an alternative to conventional slim rods for more efficient deposition of silicon from trichlorosilane in rod reactors.

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.

Ministry of Commerce (Mofcom) of China, press conference on February 9, 2017

Rumor: Duty on Korean polysilicon imports into China below 10%

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Taiwanese market researchers, PVinsights and EnergyTrend have spread rumors that future duties on polysilicon imports from South Korea into China would be set at a rate below 10%.

SMA’s market outlook of global new PV installations 2017 - 2020

SMA: Global PV installations of 98 GW in 2017, 127 GW in 2020

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Major solar inverter manufacturer SMA anticipates 98 gigawatts (GW) of newly installed PV power worldwide in 2017. Its outlook for 2020 is conservative: only 127 GW.

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