News on monocrystalline

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 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.

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.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q1 2018 through Q1 2019

Daqo continues to ride the wave of low polysilicon prices

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With record-low production costs and a positive EBITDA margin of 24.6%, China-based polysilicon manufacturer Daqo New Energy defied the low polysilicon prices in the first quarter.

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.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Credit Suisse: Wacker to be squeezed out by Chinese competition

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Analysts at Credit Suisse predict that “Wacker will remain a marginal producer of solar grade polysilicon near term and will be squeezed out by low cost Chinese production longer term.”

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.

Representatives of Saudi Arabia’s National Industrial Clusters Development Program, Saudi Basic Industries Corp., OCI Company and Longi Group shake hands after signing a Memorandum of Understanding

New Saudi attempt to produce all from polysilicon to solar panels

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Chemical conglomerate Saudi Basic Industries Corp., South Korea’s OCI Company and China’s Longi Group have signed a memorandum of understanding for an integrated solar and carbon black production complex.

GCL-Poly’s wafer factory in Suzhou

GCL-Poly made a loss in first ten months of 2018, sells wafer unit

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Leading China-based polysilicon and wafer maker GCL-Poly Energy Holdings made a loss of approx. US$77.7 million in the first ten months of 2018; the group will dispose its subsidiary Suzhou Kezhun Photovoltaic Technologies.

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