Producer

OCI Company Ltd.

HQ KR

South Korean chemicals company (unrelated to OCI NV / Fertiglobe). Operates an integrated polysilicon and chlorosilanes plant at Gunsan and Iksan, Korea, producing solar-grade and semiconductor-grade silicon tetrachloride as co-product of polysilicon production. One of four non-Chinese producers capable of fiber-optic and semiconductor-qualified SiCl4.

3

Inputs supplied

1

Goods downstream

2

Facilities

0

Stories

Where it shows up

Goods downstream

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What else they do

Business segments

The company's full revenue map — where this supply-chain role fits within their broader business.

  • Polysilicon (Solar & Semiconductor)

    40%
  • Basic Chemicals (Chlor-Alkali)

    35%
  • Battery Materials (NCMA Cathode)

    15%
  • Other Specialty Chemicals

    10%

Intelligence

What's known

Sourced claims about this company's role in supply chains — chokepoints, concentration, incidents, dual-use connections.

  • Did you know2023

    OCI Company makes polysilicon (the raw material for solar panels and semiconductor chips) AND is building a battery cathode precursor materials business through its JV with SK On -- simultaneously serving the three most critical clean energy supply chains: solar panels, semiconductor chips, and EV batteries. The same Korean chemicals company's products go into the photovoltaic cells on solar farms, the logic chips controlling power inverters, and the NMC/NCMA cathodes in the EV batteries storing the power generated. When supply chain constraints hit any of these three sectors simultaneously (as they did in 2021-2022), OCI faces allocation decisions across its product lines that affect all three clean energy markets.

    OCI Company Ltd.
  • Origin2023

    OCI Company Ltd. (formerly DC Chemical) is a South Korean chemicals company that entered polysilicon production in 2007 -- just as the solar boom of the late 2000s was driving polysilicon prices to over $400/kg. OCI rapidly built out polysilicon capacity at Gunsan and Iksan, South Korea, investing billions in facilities that ultimately ran into severe margin compression when Chinese polysilicon overcapacity crashed prices to under $20/kg by 2012-2013. OCI temporarily closed some capacity and restructured, surviving when many Western and Korean polysilicon competitors exited the market. The company's resilience allowed it to maintain a position as one of the few non-Chinese, non-Japanese polysilicon producers. OCI later pivoted toward higher-value semiconductor-grade polysilicon and into battery cathode materials (NCMA cathode precursors) through a JV with SK On, using the same Korean chemical industry relationships that the chlor-alkali and polysilicon businesses had established.

    OCI Company Ltd.