The Solar Media podcast is back for another episode, and Liam Stoker and Andy Colthorpe explores the deepening materials crisis impacting upstream solar manufacturing, through from modules to trackers.
The solar polysilicon sector is experiencing a changing of the guard, and all four of the top manufacturers will be Chinese next year, research firm Bernreuter Research has predicted.
Daqo New Energy and JA Solar have signed a long-term supply deal for high-purity polysilicon, the latest in a growing line of deals as manufacturers look to lock in polysilicon supply.
In the full-year 2021, Daqo said it expects to produce approximately 80,000 to 81,000MT of polysilicon, compared to 77,288MT in 2020. The slight increase will be due to debottlenecking activities.
Major China-based polysilicon producer Daqo New Energy has signed a three-year high-purity polysilicon supply agreement with Zhonghuan Semiconductor (TZS), totalling 41,000MT.
Major China-based polysilicon producer Daqo New Energy has forecasted to reach its highest production and sales levels in reporting fourth quarter and full year results.
China-based polysilicon producer, Daqo New Energy Corp has secured near-term polysilicon supply deals with SMSL (Solar Module Super League) member, JA Solar and an unidentified existing customer that means it is sold out until a new polysilicon plant is built and operational sometime in 2022.
