News on manufacturer

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 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.

Workers at polysilicon plant in China

Chinese polysilicon producers intensify cut-throat competition

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GCL-Poly Energy Holdings and Tongwei Group have announced production capacities that are larger than originally planned for their new polysilicon factories.

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.

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

REC Silicon keeps the lights on at polysilicon plant in Moses Lake

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U.S.-based polysilicon manufacturer REC Silicon has stopped speculation that its plant in Moses Lake, Washington could be closed.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang

Daqo is targeting polysilicon production costs of $6.80/kg by 2020

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China-based polysilicon manufacturer Daqo New Energy is targeting total production costs of US$6.80/kg by the first quarter of 2020, down from $9.05/kg in Q2 2018 and $7.50/kg projected for 2019.

Drawing of GCL-Poly’s polysilicon plant in Xinjiang

GCL’s new polysilicon plant in Xinjiang will start up in September

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GCL-Poly Energy Holdings has confirmed reports that the first phase of its new polysilicon plant in Xinjiang with a capacity of 20,000 metric tons will start up in September.

Judge gavel

Partial success for Kyocera in polysilicon lawsuit against Hemlock

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The federal U.S. Court of Appeals for the Sixth Circuit has ruled that the take-or-pay provision in the long-term contracts of polysilicon manufacturer Hemlock Semiconductor with its Japanese customer Kyocera is an unlawful penalty.

Multicrystalline silicon block from upgraded metallurgical-grade (UMG) silicon made by Silicio Ferrosolar

Ferrosolar to open UMG silicon plant, claims 18.5% cell efficiency

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Ferrosolar is currently building a factory for upgraded metallurgical-grade (UMG) silicon in Puertollano in Spain, which is slated to open in late 2018. The company claims a multicrystalline cell efficiency of 18.5% for its unblended UMG material.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

GCL-Poly cancels sale of polysilicon shares to Shanghai Electric

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Two months after its announcement in early June, the sale of a 51% stake in Jiangsu Zhongneng, China’s largest polysilicon manufacturer, from parent company GCL-Poly to state-owned Shanghai Electric Group has failed.

Longi’s four polysilicon supply contracts

Longi signs fourth big polysilicon supply deal, this time with Xinte

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Leading monocrystalline wafer maker Longi has underpinned its rapid expansion by signing a contract with Xinte Energy for the delivery of 90,080 tons of polysilicon from 2019 through 2021.

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