What’s next for polysilicon?
The past 12 months have proved profitable for polysilicon manufacturers, as selling prices have soared to levels not seen since 2011. However, with major new capacity expansions on the horizon from most of the leading manufacturers, and new players planning to enter the scene, the market balance looks set to shift. Exawatt’s Alex Barrows rounds up where the industry stands and what might happen next.
Until the early 2000s, demand for polysilicon (often simply referred to as “poly”) was dominated by the semiconductor industry, which required a fairly steady 20,000 to 25,000 metric tons (MT) per year. But semiconductor demand for poly was quickly outpaced by PV as the solar industry began to grow rapidly, from a rounding error at …
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