News on demand

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

Price changes in the solar value chain (polysilicon, wafer, cell, module) in the first quarter of 2021

Why the spot price for polysilicon is going through the roof

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In the first quarter, the spot price for solar-grade polysilicon soared by nearly 50% – from US$11 to more than $16 per kg. Solar cell manufacturers played a key role in the price rally.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Covid-19 impact hits polysilicon manufacturers Wacker and OCI

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Strongly reduced demand for solar-grade polysilicon due to the Covid-19 pandemic and lower prices have left their mark in the financial figures of Wacker and OCI for the second quarter.

Polysilicon production volumes of the Chinese top 4 manufacturers (Tongwei, GCL-Poly, Daqo, Xinte) in 2019

Do Chinese associations overstate domestic polysilicon output?

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The 2019 results of the four largest China-based polysilicon manufacturers – Tongwei, GCL-Poly, Daqo and Xinte – reveal enormous discrepancies with numbers published by Chinese industry bodies.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

Polysilicon producer Daqo breaks the cash cost barrier of $6/kg

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After weaker results in the second quarter due to maintenance, China-based polysilicon manufacturer Daqo New Energy achieved so far unthinkable cash production costs of US$5.85/kg in the third quarter.

Polysilicon EBITDA margins of OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

Non-Chinese polysilicon manufacturers return to negative EBITDA

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Polysilicon makers OCI, REC Silicon and Wacker all landed in red territory in the third quarter. Operating EBITDA margins ranged from -3.4% (OCI) to -9.3% (REC Silicon) to -13.3% (Wacker).

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

Wacker Polysilicon’s operating EBITDA margin slips to -13.3%

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Record-low polysilicon prices and inventory valuation adjustments pushed the operating EBITDA margin of Wacker’s polysilicon division to minus 13.3% in the third quarter.

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%.

Worker with polysilicon rods at polysilicon plant of Osaka Titanium Technologies in Japan

Osaka Titanium exits polysilicon business for semiconductors

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Osaka Titanium Technologies, a Japanese manufacturer of titanium materials and electronic-grade polysilicon, has announced that it will abandon polysilicon production at the end of December 2018.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q3 2017 through Q3 2018

OCI considers shifting polysilicon capacity to semiconductor use

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After the EBITDA margin of its basic chemicals division, which includes polysilicon, tumbled to minus 2.0% in the third quarter of 2018, South Korean OCI mulls shifting part of its polysilicon capacity to semiconductor applications.

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

Wacker feels the brunt of the polysilicon market downturn

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The EBITDA margin of Wacker’s polysilicon division has become razor-thin: In the third quarter of 2018, the ratio slumped to just 2.5%, down from 16.2% in the previous quarter and 24.9% in the prior year period.

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