Recent news indicates that the Chinese government is increasing its policy and financial support for the domestic polysilicon industry, aiming to maintain the global leading position of Chinese companies in the solar-grade polysilicon market while accelerating breakthroughs in technological bottlenecks and expanding market share in the semiconductor-grade polysilicon sector.
Industry insiders point out that solar-grade polysilicon is the most critical upstream raw material in the photovoltaic industry chain. In recent years, Chinese companies have dominated the global market due to large-scale production and cost advantages. According to industry statistics, in 2023, China’s polysilicon production accounted for approximately over 80% of the global total, almost forming an “absolute voice” in the market.
In contrast, semiconductor-grade polysilicon requires higher purity and process standards, serving as the foundational material for chip manufacturing. Currently, this market is still mainly dominated by a few manufacturers from the United States, Germany, and Japan, with China having insufficient self-sufficiency in high-end fields and relying on imports for certain segments. This policy enhancement aims to promote breakthroughs in high-purity refining processes and electronic-grade silicon production through R&D subsidies, tax incentives, and industry chain collaboration, gradually achieving domestic substitution.
From a global perspective, as the scale of photovoltaic installations continues to rise, the demand for solar-grade polysilicon is expected to maintain rapid growth. Meanwhile, the expansion of industries such as artificial intelligence (AI), high-performance computing (HPC), and new energy vehicles is also driving long-term demand for semiconductor-grade polysilicon. The market generally anticipates that, driven by both policy and demand, Chinese companies are likely to further consolidate and enhance their influence in the global polysilicon industry chain under the dual-track strategy of “strong photovoltaics and semiconductor catch-up.”
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