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

Sales, EBITDA and Capex of Wacker’s polysilicon division in Q1 2020 versus Q4 2019 and Q1 2019

Wacker starts short-time work at its German polysilicon plants

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In response to slumping demand for solar-grade polysilicon in the wake of the Covid-19 pandemic, chemicals group Wacker has reduced the utilization rate of its German polysilicon plants to 70%.

Sales, operating income/loss and EBITDA of OCI’s Basic Chemical division (including polysilicon) from Q1 2019 through Q1 2020

After polysilicon plant shutdown, OCI narrows its operating loss

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South Korean chemicals group OCI reduced the operating loss of its Basic Chemical division, which features polysilicon as main product, by 61% in the first quarter after closing its factory in Gunsan in February.

Tongwei’s annual polysilicon production capacities from 2016 through 2021

Tongwei poised to become the world’s largest polysilicon maker

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China-based polysilicon and solar cell manufacturer Tongwei will increase its production capacity from 80,000 to 155,000 tons by late 2021, thus becoming the world market leader.

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.

Chemical factory of Hanwha Solutions/Chemical Corporation in Yeosu, South Jeolla province, South Korea

Hanwha will also close its polysilicon operations in South Korea

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Following fellow manufacturer OCI, Hanwha Solutions/Chemical Corporation has also decided to abandon its solar-grade polysilicon business in South Korea.

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

REC Silicon intends to reopen its polysilicon plant in Moses Lake

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As the Phase 1 trade agreement between the USA and China comes into force on February 15, U.S.-based polysilicon manufacturer REC Silicon intends to restart its plant in Moses Lake.

Polysilicon EBITDA and Operating Margins of OCI and Wacker from Q1 2018 through Q4 2019

Opinion: OCI hoists white flag against Chinese state capitalism

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The Korean polysilicon manufacturer OCI abandons a market volume of 50,000 tons despite a competitive electricity rate for its plant in Malaysia. Johannes Bernreuter, Head of Bernreuter Research, comments on the decision.

OCI’s polysilicon plant in Gunsan, South Korea

OCI stops polysilicon production in Korea after hefty impairment

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The price pressure from low-cost Chinese plants forces OCI, the world’s third-largest polysilicon manufacturer, to stop producing solar-grade polysilicon at its factory in Gunsan, South Korea.

Depreciation rates of Daqo New Energy and Wacker Polysilicon from Q3 2018 through Q3 2019 and estimate for full 2019

Price pressure: Wacker impairs polysilicon assets by €750 million

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Leading German polysilicon manufacturer Wacker has announced it will take a massive impairment of €750 million (US$832 million) on the carrying value of its polysilicon plants in its 2019 financial statements.

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.

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