In the face of the epidemic sweeping the world, the problem of “two-level differentiation” is in front of the photovoltaic people.
SMEs are struggling in a crisis-ridden environment and seeking hope for life, but for leading companies, it is still difficult to stop their pace of active expansion.
The leading domestic solar cell manufacturers are not afraid of the impact of the epidemic and are actively expanding production.
Recently, Tongwei issued a fixed increase plan, which will raise no more than 6 billion yuan of funds, and it is expected that 4.2 billion will be invested in Meishan Phase II (7.5GW) and Jintang Phase I (7.5GW) high-efficiency solar cell projects.
In addition to Tongwei, LONGi has announced a total expansion of 10GW of monocrystalline solar cells, AiXu expanded by 5.9GW, Jingao expanded by 10GW, and Jinko expanded by 10GW. It is expected that PERC solar cell expansion will reach 30GW this year , The corresponding equipment amount is more than 6 billion, and it is expected to begin to place orders in Q2.
It is worth mentioning that the acceleration of the industrialization of 210 silicon wafers is still the main theme in 2020.
Judging from the announcement issued by Tongwei this year, the above projects are mainly based on the 210-size PERC technology route, and reserve space for PERC + / TOPCON equipment.
From the perspective of this year’s new expansion plan for solar cells, the expansion of solar cell factories led by Tongwei and Aixu are mainly based on 210 large sizes.
Among them, the first 210 solar cell workshop of Tongwei-Meishan Phase I is expected to be mass-produced in mid-May, and the follow-up Meishan Phase II and Jintang 30GW plans will take the 210 route.
In January, Axu announced the mass production of 5GW 210 solar cell production line. It also plans to expand its solar cell capacity to 22GW by the end of 2020, 32GW by the end of 2021, and 45GW by the end of 2022.
As for solar modules, Dongfang Risheng and Trina Solar have successively released 210mm 500W solar modules.
In addition, as the leader of 210 large silicon wafers, China Central also recently announced an investment of 5 billion yuan in the construction of G12 PERC + solar cell lines and shingled solar module projects, which will further promote the industrialization of large-scale silicon wafers.
Relevant institutions judge that the future increase in the penetration rate of 210 technology will exceed market expectations. It is expected that the industry replacement demand brought by large silicon wafers will exceed 20 billion, and Jingsheng Electromechanical as the only supplier of 210 single crystal furnaces will greatly benefit.
It is worth noting that as early as a few years ago, in the photovoltaic industry, there have been disputes between PERC, TOPCON and HIT technologies in the solar cell technology.
It is reported that PERC + is based on P-type silicon wafers and currently has a laboratory efficiency of 23.5% or more. It is necessary to superimpose 4 devices on the original PERC production line. It is expected that a prototype will be released by the end of 2020 and need to be verified by the production line.
TOPCON is based on N-type silicon wafers, with a conversion efficiency of over 23.5%. The equipment is relatively mature, but since N-type silicon wafers and equipment are relatively expensive, the overall cost is higher than PERC +.
The industry believes that the current conversion efficiency of PERC + / TOPCON can reach more than 23.5%, but the cost reduction route is still unclear. It needs to undergo production line inspection and is expected to become a transition path for PERC to upgrade to the next generation of technology.
In terms of HIT, it can be said that the progress has been quite effective. Taking Tongwei as an example, the average conversion efficiency of its multi-main grid starts at 23.5%, and it is expected to see more than 24% in the second half of the year, and the highest efficiency on the production line is close to 25%. But at present, it is still not comparable to PERC in terms of cost performance.
In 2019, in addition to the four HIT test projects of Tongwei and Shanmei International, battery factories such as Aikang and Artus have also successively launched HIT layouts since 2020.
The industry predicts that with the decline of HIT costs and the improvement of conversion efficiency in the next two years, HIT will become a megatrend for the next generation of photovoltaic solar cells.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.