bernreuter research

We spoke to Johannes Bernreuter about what Daqo New Energy's remarkable 88% sales drop in Q1 2026 means for the polysilicon industry.

Daqo New Energy's Q1 2026 results include a dramatic 88.3% quarter-on-quarter decline in polysilicon sales.

Chinese manufacturers account for nine of the world’s top ten polysilicon producers, led by Tongwei, GCL Technology and Daqo New Energy.

The Chinese polysilicon industry could face a shortage by 2028, despite persistent overcapacity in recent years, according to polysilicon market analyst Bernreuter Research.

Experts and shareholders in REC Silicon have raised questions since the company shut down its Moses Lake, WA polysilicon operation.

According to Bernreuter Research, Tongwei Solar, GCL Technology, Daqo New Energy, and Xinte Energy all posted net losses in H1 2024.

660GW of solar PV capacity will  be deployed in 2024 as market demand responds to sustained low module prices, according to polysilicon market researcher Bernreuter Research.

Polysilicon imports to China have fallen to their lowest levels since 2011 as non-Chinese polysilicon producers have shipped greater volumes to Southeast Asia, according to a recent report from Bernreuter Research.

“Cut-throat” competition in the polysilicon production industry in 2024 could push many Chinese producers out of business, according to analysis from industry research firm Bernreuter Research.

Chinese imports of polysilicon dropped 23% year-on-year to 88,093MT in 2022, according to polysilicon research firm Bernreuter Research.