Si

Silicon

Companies

Key Companies in the Silicon Value Chain

The Silicon industry encompasses at least 6 major companies from junior explorers and mine developers to integrated producers and downstream processors. With annual production of 8.8 million tonnes (metallurgical grade) and prices around $2,100 per tonne, the Silicon market supports a diverse corporate ecosystem.

Annual Production

8.8 million

tonnes (metallurgical grade)

Market Price

$2,100

per tonne

Top Producer

China

75% share

Companies Tracked

6

Major Producers and Processors

The following companies are key participants in the Silicon supply chain:

LONGi Green Energy

Wafer/Cell maker 601012.SS
China

Worlds largest monocrystalline silicon wafer and solar cell producer; dominates global solar wafer supply

Tongwei Co

Polysilicon/Cell maker 600438.SS
China

Major Chinese polysilicon producer and solar cell manufacturer

GCL Technology

Polysilicon producer 3800.HK
China

Major polysilicon producer developing lower-cost FBR (granular) polysilicon technology

Wacker Chemie

Polysilicon/Silicone WCH.DE
Germany

Major Western polysilicon producer (Nunchritz, Germany and Charleston, Tennessee); also one of worlds largest silicone manufacturers

Elkem

Silicon/Silicone ELK.OL
Norway

Major silicon metal and silicone producer; part of China National Bluestar (ChemChina)

TSMC

Major consumer TSM
Taiwan

Worlds largest semiconductor foundry; consumes ultra-high-purity silicon wafers for chip fabrication

Corporate Strategy Trends

Major consumers of Silicon across the semiconductor chips and electronics and solar photovoltaic cells sectors are increasingly focused on securing long-term supply agreements, investing in supply chain traceability, and supporting new production sources to reduce exposure to the 75% concentration in China.

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