polysilicon

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.

Solar manufacturing material shortages are nearing a crisis point with the price of polysilicon continuing to rise, JinkoSolar’s Dany Qian has said.

Major ‘Solar Module Super League’ (SMSL) member JinkoSolar has guided 2021 total product shipments (wafers, solar cells and modules) to be in the range of 25GW to 30GW.

Polysilicon producer REC Silicon has surprisingly terminated it supply chain partnership with US PV manufacturing start-up Violet Power, claiming it would best serve its shareholders by focusing on doing business with “established, proven, active and relevant solar supply chain partners”.

‘Solar Module Super League’ (SMSL) member JA Solar has reported PV module shipments of 15.88GW in 2020, up from 10.26GW in 2019, a 54.8% increase year-on-year, setting new records for total shipments and shipment growth.

Major polysilicon and wafer producer GCL-Poly Energy Holdings expects a net loss of at least US$891 million, its largest on record.

Emergent wafer provider lands second poly supply deal this week as it eyes 50GW of 210mm large-size solar wafer capacity by 2023

Polysilicon provider Wacker witnessed a sales recovery in the second half of 2020, but ongoing cost reductions coupled with weak first half demand led to polysilicon plant utilisation rates averaging 85%.