[Could Half of Polysilicon Capacity Be Phased Out?]

Published: Jul 22, 2026 12:37

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According to SMM, at the 2026 PV Supply Chain Development Forum held in Ningbo on the 22nd, expert Director Yan, in his report "Polysilicon Market Supply and Industry Development," pointed out that regarding the recently heatedly discussed polysilicon energy consumption indicators, the proportion of capacity that could previously meet the 6.4 kgce/kg standard was about 80%, while for the latest 6.3 kgce/kg standard, the proportion of enterprises that can meet it is perhaps 50%. This means that once the energy consumption standard is implemented, if no technological transformation is carried out, half of the enterprises may fail to meet the standard and face elimination.

According to SMM's understanding from enterprises, a considerable number of enterprises have no intention of technological transformation based on current market conditions and their financial and technical situations.

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