Würzburg (Germany), March 30, 2017 – The German chemicals group Wacker Chemie AG has become the world’s largest manufacturer of polysilicon, the feedstock for semiconductors and solar cells. With a production volume of more than 70,000 metric tons (MT) in 2016, Wacker superseded Jiangsu Zhongneng Polysilicon, a subsidiary of GCL-Poly Energy Holdings Ltd. in China, which produced 69,345 MT. Jiangsu Zhongneng was the number one from 2013 through 2015.
“Wacker has benefitted from the smooth ramp-up of its new polysilicon plant in Tennessee (USA) while GCL-Poly’s bet on low-cost fluidized bed reactor technology for producing polysilicon granules has not paid off,”
comments Johannes Bernreuter, head of the polysilicon market research firm Bernreuter Research and author of the Polysilicon Market Outlook 2020.
Wacker’s new plant has an annual capacity of 20,000 MT, thus bringing the company’s total polysilicon production capacity to 80,000 MT. It is almost completely based on the established Siemens process; only a small semi-commercial facility in Burghausen (Germany) with an annual capacity of 650 MT has been using fluidized bed reactor (FBR) technology since 2009. In contrast, GCL-Poly has tried to expand its existing Siemens reactor capacity of approx. 76,000 MT by a large 25,000 MT FBR plant, but the project has encountered technical difficulties.
For years, the number one position in the polysilicon industry was the domain of US-based manufacturer Hemlock Semiconductor, which was the world market leader from 1994 through 2011. “Hemlock lost its place in the sun in 2012 when new management changed course and began to insist on the high polysilicon prices fixed in long-term contracts with its customers,” explains Bernreuter. “Above all, however, the prohibitive duties that China introduced on polysilicon imports from the USA in 2013 have diminished the accessible market for the company considerably.”
According to preliminary estimates of Bernreuter Research, Hemlock came in on the number four spot in the 2016 manufacturers’ ranking. REC Silicon, the other large US-based polysilicon producer, even dropped out of the top ten.
