News on expansion

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

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2018 through Q4 2019

Polysilicon manufacturer Daqo on the way to cash costs of $5/kg

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After doubling its production capacity, China-based polysilicon manufacturer Daqo has reached record-low manufacturing costs (including depreciation) of $6.38/kg and cash production costs of $5.47/kg.

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 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.

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).

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.

Longi’s capacity expansion plan 2018 - 2021

Longi accelerates expansion of mono wafer capacity to 65 GW

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China-based Longi, the world’s largest manufacturer of monocrystalline solar wafers, will more than double its capacity from 28 GW at the end of 2018 to 65 GW by the end of 2021.

Monocrystalline solar wafers from Zhonghuan Semiconductor

Zhonghuan Semiconductor to expand its wafer capacity to 50 GW

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, will build a new factory with a capacity of 25 GW in Inner Mongolia.

OCI’s expansion of polysilicon production capacity

OCI hurt by low prices, enters semiconductor polysilicon business

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Although South Korean chemicals group OCI benefited from high demand for monocrystalline-grade polysilicon in the fourth quarter of 2018, its basic chemicals division was in red territory for the second quarter in a row.

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