Kev paub

TOPCon kev tsom xam

 I. Txheej txheem cej luam

TOPCON solar cells yog cov hnub ci hnub ci uas siv cov txheej txheem ultra-thin tunneled oxide raws li cov txheej txheem passivation.

TOPCON roj teeb substrate yog feem ntau N-hom silicon substrate, thiab ib txheej ntawm ultra-nyias silicon oxide tunneling oxide txheej (1-1.5nm) yog npaj los ntawm cov txheej txheem ntub dej nyob rau sab nraum qab ntawm lub roj teeb thiab ib tug doped polysilicon nyias txheej nrog ib tug tuab ntawm txog 20nm yog tso, uas ua ke tsim ib tug passivation tiv tauj qauv, thiab ces annealed thiab recrystallized los txhim kho cov nyhuv passivation.

Lub nraub qaum passivation hu rau cov qauv ntawm TOPCON muab qhov chaw zoo rau sab nraum qab ntawm silicon wafer, thiab ultra-thin oxide txheej tuaj yeem tunnel polyon (electron) rau hauv polysilicon txheej thaum thaiv cov oligoon (qhov) recombination, thiab tom qab ntawd cov polytron. yog sau los ntawm cov hlau nyob rau hauv lub lateral kis tau tus mob ntawm lub polysilicon txheej, yog li ntawd zoo heev txo cov hlau sib txuas tam sim no thiab txhim kho qhov qhib Circuit Court voltage thiab luv luv Circuit Court tam sim no ntawm lub roj teeb.

 Thib ob, cov yam ntxwv technical

 1. Qhov zoo

Lub theoretical txwv efficiency ntawm TOPCON yog 28.7%, uas yog siab tshaj 24.5% ntawm PERC thiab 29.2% HJT, uas yog ze rau qhov efficiency txwv ntawm 29.43% crystalline silicon photovoltaic hlwb.

Tam sim no, cov ntaub ntawv siab tshaj plaws ntawm TOPCON kuaj thiab kev ua haujlwm ntau yog 26.7% rau Zhonglai thiab 25.7% rau Tongwei, feem.

Nco tseg: Daim duab no tsis suav nrog cov txheeb cais ntawm 29.2% raws li qhov siab tshaj plaws theoretical txwv ntawm HJT ua tiav hauv lub Tsib Hlis xyoo no

Nws tuaj yeem hais tias qhov kev xaiv kis tau tus mob yog qhov kev xaiv tsis raug rau kev ua haujlwm siab ntawm lub hnub ci, thiab thaj chaw tiv tauj tam sim no ntom ntom (Joc) thiab tiv thaiv kev tiv thaiv (ρc) ntsuas tuaj yeem ntsuas qhov qhib hluav taws xob hluav taws xob thiab sau qhov tseem ceeb ntawm cov khoom siv hluav taws xob. roj teeb thiab txiav txim siab conversion efficiency.

Yog vim li cas rau kev txhim kho TOPCON kev ua tau zoo yog tias N-hom silicon-raws li substrate tau txais yuav, thiab cov qauv passivation nyob rau sab nraub qaum tuaj yeem ua rau ob peb lub hnub yug muaj lub neej ntev dua, txo cov kev sib txuas ntawm cov cab kuj, thiab txo cov occlusion frontal. nrog SMBB.

Thaum kawg ntawm 2022, JinkoSolar's monocrystalline bifacial N-hom TOPCON hlwb tau ua tiav kev hloov pauv ntawm 26.4%. Nyob rau lub Plaub Hlis xyoo no, Jolywood TOPCON tau nce qhov kev ua tau zoo rau 26.7%, thiab kev txhim kho kev ua haujlwm ntawm TOPCON roj teeb txuas ntxiv mus.

 2. Performance

TOPCON roj teeb muaj siab bilaterality, qis kub nce coefficient thiab attenuation tus nqi. Tam sim no, TOPCON bifacial tus nqi yog kwv yees li 85%, qhov kub nce coefficient yog qis li -0.3% / ° C, thiab lub zog tsim hluav taws xob ib watt ntawm lub roj teeb tau txhim kho. Nyob rau tib lub sijhawm, qhov kev lwj ntawm TOPCON hauv thawj xyoo yog 1%, uas yog 50% ntawm kev lwj ntawm PERC hauv thawj xyoo, thiab qhov lwj ntawm TOPCON yog li 0.4% ib xyoos tom qab ntawd.

 3. compatibility

Piv nrog PERC, TOPCON ntxiv boron diffusion, tunneling oxide, polysilicon doping deposition thiab ntxuav, tshem tawm cov txheej txheem laser grooving. Feem ntau TOPCON cov kab ntau lawm tuaj yeem hloov kho raws li PERC cov kab ntau lawm, uas txo cov nqi peev txheej thiab xav tias yuav yog txoj hauv kev xaiv zoo dua rau yav tom ntej hloov pauv ntawm PERC cov peev txheej uas twb muaj lawm.

 4. Cov khoom siv hloov pauv

TOPCon hlwb tuaj yeem hloov kho raws li PERC cov kab ntau lawm, nrog kev nqis peev pib ntawm 1.5-170 lab yuan ib GW, thiab tus nqi hloov kho ntawm 40-50 lab yuan ib GW raws li PERC cov kab ntau lawm.

Piv nrog rau P-hom roj teeb, TOPCon hloov phosphorus diffusion mus rau boron diffusion, nce kev npaj ntawm tunneling txheej thiab poly txheej, thiab tshem tawm cov kauj ruam laser grooving.

Hauv kev nqis peev ntawm cov cuab yeej siv thawj zaug, cov khoom siv tu thiab texturing yog 8 lab yuan, suav txog li 5%; Tus nqi ntawm boron diffusion rauv yog kwv yees li 20 lab, suav txog li 12%; Tus nqi ntawm cov khoom siv etching yog 12 lab, suav txog li 7%; Backside tunneling oxidation thiab polysilicon doping cov khoom muaj feem xyuam txog 45 lab (LPCVD) thiab 35 lab (PECVD); Tus nqi ntawm ob-sided anti-reflection film khoom yog hais txog 32 lab, accounting rau 20%; Tus nqi ntawm cov khoom siv tshuaj ntsuam luam ntawv yog kwv yees li 35 lab, suav txog 22%. Tsis tas li ntawd, PERC muaj peev xwm tsim tau tom qab xyoo 2020 tuaj yeem rov kho dua thiab kho dua tshiab raws li cov xwm txheej tshwj xeeb, thiab tus nqi hloov kho yog kwv yees li 40-50 lab yuan / GW, feem ntau yog tus nqi ntawm oxidation tunneling thiab phosphorus doping khoom.

 Thib peb, cov txheej txheem tseem ceeb

Raws li tau hais los saum no, cov txheej txheem kev npaj ntawm TOPCon roj teeb suav nrog kev tu thiab texturing, pem hauv ntej boron diffusion, BSG tshem tawm thiab rov qab etching, oxide txheej passivation hu rau kev npaj, pem hauv ntej alumina deposition, pem hauv ntej thiab nram qab silicon nitride deposition, tshuaj ntsuam luam ntawv, sintering thiab kuaj sorting, hais txog 12 cov kauj ruam, uas passivation txheej nyias zaj duab xis deposition, uas yog, CVD, yog cov txheej txheem tseem ceeb txuas.

Cov txheej txheem TOPCon tuaj yeem muab faib ua plaub hom: LPCVD, PECVD, PEALD + PECVD, PCD POLY Si, raws li cov txheej txheem sib txawv.

LPCVD yog qhov tsawg-siab vapor deposition, lub hauv paus ntsiab lus yog hais tias ib los yog ob peb gaseous tshuaj yog thermally activated ntawm ib tug qis siab los ua thermal decomposition cov tshuaj tiv thaiv, thiab ces muab tso rau saum npoo ntawm substrate los tsim cov zaj duab xis yuav tsum tau;

PECVD yog plasma-txhim kho vapor deposition, uas siv microwaves los yog xov tooj cua zaus los tsim ib lub plasma hauv zos rau gases uas muaj nyias zaj duab xis atoms, thiab tso cov ntaub ntawv nyias nyias ntawm lub substrate;

PEALD + PECVD yog plasma-enhanced atomic txheej deposition, uas combines qhov zoo ntawm ALD thiab plasma-pab deposition;

PVD yog lub cev vapor deposition, nyob rau hauv uas cov khoom yog tso rau ntawm lub plated workpiece los ntawm lub cev txoj kev (lub tshuab nqus tsev sputter txheej) nyob rau hauv lub tshuab nqus tsev.

Tam sim no, POPAID belongs rau PVD deposition silica thiab polysilicon zaj duab xis thev naus laus zis, raws li cov txheej txheem no daws qhov teeb meem loj ntawm kev tsim khoom loj thiab plating ntawm cov kev cai ib txwm muaj.

LPCVD, PECVD, PEALD + PECVD, PVD polySi plaub txoj hauv kev muaj lawv tus kheej qhov zoo thiab qhov tsis zoo, kev lag luam tam sim no nrog LP raws li lub ntsiab:

1) LPCVD: Nws muaj cov txiaj ntsig zoo hauv kev ua tau zoo, tawm los thiab muaj peev xwm, tam sim no GW-theem huab hwm coj ntau lawm yog 24.9%, kev sim ua haujlwm yog 25.7%, qhov tawm los yog 97%, tus nqi tsim zaj duab xis yog li 5-8nm / min, ib leeg ntsaws 4300pcs, ob lub ntsaws 8000pcs, tab sis muaj teeb meem xws li lub neej luv luv quartz, cov khoom siv loj, tus nqi qis qis thiab loj winding plating, thiab tseem muaj chaw rau kev txhim kho;

2) PECVD: tus nqi deposition yog siab li 16nm / min, lub winding plating yog me ntsis nyob rau hauv 2mm, yooj yim rau dope nyob rau hauv situ, cov khoom input nqi qis tshaj li LP txoj kev, thiab nws yuav tsum tau siv rau ib tug loj. scale tom qab kev txheeb xyuas cov ntaub ntawv yav tom ntej tawm los thiab efficiency. Raws li txoj kev PE, cov khoom siv peb-hauv-ib-ib-poly PE-poly tsim los ntawm Jiejia Weichuang tau nyiam ntau ntawm kev ua lag luam;

3) Lwm txoj hauv kev: PEALD + PECVD txoj kev, kev siv PEALD tso nyiaj silicon oxide tuaj yeem daws qhov teeb meem tsis sib xws; PVD txoj kev muaj cov yeeb yaj kiab nrawm nrawm, tsis muaj qhov cua plating, uas yog qhov tsim nyog rau thinning thiab ntau qhov kev hloov kho, tab sis cov khoom siv tus nqi siab thiab qhov sib xws ntawm square kuj tsis zoo.

 Plaub, txo cov nqi thiab nce kev ua haujlwm

 (1) Kev txo nqi

Tam sim no, tus nqi sib koom ua ke ntawm TOPCon roj teeb yog kwv yees li 0.04 yuan / W siab dua li ntawm PERC, thiab qhov kev sib txuas ntawm kev sib txuas yog kwv yees li 0.01 yuan / W siab dua.

 1. Thinning ntawm silicon wafers

N-hom silicon wafers yog tsim los ntawm doping phosphorus ntsiab, vim hais tias phosphorus atoms thiab silicon tsis zoo sib xws, yog li cov purity thiab ntau lawm txheej txheem tswj ntawm silicon thiab auxiliary cov ntaub ntawv yog siab dua, tus nqi siab dua, thiab muaj ib co nqi piv rau. P-hom silicon wafers. Txawm li cas los xij, nrog kev tsim cov khoom loj ntawm N-hom silicon wafers thiab kev ua haujlwm thev naus laus zis, cov txheej txheem ntawm superimposed thinning yog nrawm, thiab tus nqi ntawm N-hom silicon wafers yuav tsum maj mam txo.

Raws li TCL Central lub wafer hais rau 5/11/23, muaj 1.8% tus nqi tshaj P-type 182-loj N-hom silicon wafers, uas tau txo qis dua tus nqi 8.1% thaum Lub Rau Hli 2022.

Raws li CPIA, qhov nruab nrab thickness ntawm TOPCon / PERC silicon wafers nyob rau hauv 2022 yog 140μm thiab 155μm, feem. Tam sim no, lub thickness ntawm kev lag luam lub ntsiab TOPCon silicon wafer yog 130μm, uas yog 20μm qis dua lub mainstream PERC 150μm.

Raws li qhov tseeb N / P polysilicon tus nqi ntawm 80.5 / 72.4 yuan / kg thaum Lub Rau Hli 14, cov txiaj ntsig tau pom tias tus nqi ntawm TOPCon silicon yog li 0.14 yuan / W, uas yog 1 point / W qis dua PERC. Tsis tas li ntawd, yuav silicon wafers raug nqi li ntawm 60-70% ntau dua ntawm wafer kawg tshaj li cov tuam ntxhab sib xyaw, raws li qhia hauv cov lus hauv qab no.

 2. Cov nqi tsis yog silicon

Tam sim no, tus nqi uas tsis yog-silicon ntawm TOPCon roj teeb yog li 4 ntsiab lus / W siab dua li ntawm PERC, thiab tag nrho cov nqi tag nrho yog li 3-4 ntsiab lus / W siab dua.

1) Ntawm cov cuab yeej siv, TOPCon yog kwv yees li 50 lab yuan siab dua tus nqi peev ib GW ntawm PERC, thiab tus nqi depreciation ib watt nce 1 xees / W;

2) Nyob rau hauv cov nqe lus ntawm nyiaj paste, TOPCon nyiaj noj (zoo nyiaj + rov qab nyiaj) yog hais txog 12-13mg / W (105mg / thooj), uas yog 2 ntsiab lus / W siab dua PERC nyiaj noj (zoo nyiaj + rov qab nyiaj) 9 -10mg / W nqi;

3) Nyob rau hauv cov nqe lus ntawm lwm cov nqi, cov txheej txheem TOPCon txoj kev nce, uas nce tus nqi ntawm cov khoom siv hluav taws xob hluav taws xob thiab kev ua haujlwm los ntawm 1 point / W piv nrog PERC;

4) Hais txog cov txiaj ntsig, cov txiaj ntsig ntawm TOPCon yog 2pct qis dua li ntawm PERC, uas ua rau tus nqi ntawm 0.15 ntsiab lus / W siab dua li ntawm P-hom.

 3. Kev tshuaj ntsuam rhiab heev

Tam sim no, polysilicon ntau lawm muaj peev xwm tseem nce thiab txo tus nqi, thiab cov nqi polysilicon tau poob sai heev los ntawm qhov siab ntawm 300,000 / ton mus rau 80,000 / ton, thiab cov nqi txo los ntawm thinning tau nqaim. Raws li Soochow Securities, tus nqi ntawm silicon yuav poob los ntawm 300 yuan / kg rau 60 yuan / kg, thiab tus nqi sib txawv ntawm 150mm thiab 130mm silicon wafers yuav txo los ntawm 0.05 yuan / W rau 0.01 yuan / W.

 4. Nyiaj sib cais

Ntawm cov nqi uas tsis yog-silicon, cov nyiaj muab tshuaj txhuam tus nqi suav rau qhov feem ntau, suav txog li 16% ntawm tag nrho cov nqi roj teeb. TOPCON thiab PERC yog tib yam, ob leeg siv high-temperature silver paste, thiab tam sim no tsuas yog txo kev noj cov nyiaj zoo los ntawm ntau lub rooj vag siv tshuab thiab txo qhov dav ntawm daim phiaj zoo.

Piv txwv tias tus nqi ntawm cov nyiaj paste tsis suav nrog se yog 5,575 yuan / kg, thiab ob-sided silver paste noj ntawm 105mg sib raug rau tus nqi ib watt ntawm 0.07 yuan, nrog rau yav tom ntej txoj kev loj hlob ntawm technology, ntau lub ntsiab rooj vag + high-precision txoj hlua vuam yuav tsum txo qis kev noj cov nyiaj paste rau 90mg / thooj, sib xws rau tus nqi ntawm 0.06 yuan / W thiab txo qis ntawm 0.01 yuan ib watt.

 (2) Cov nyiaj tau los

Raws li Tuam Tshoj PV network cov ntaub ntawv, txij li lub Peb Hlis xyoo no, tag nrho cov nyiaj tau los thiab cov nyiaj tau los ntawm ib lub watt ntawm photovoltaic hlwb tau hloov pauv zoo heev (siv 182 PERC ua piv txwv), thiab cov txiaj ntsig tag nrho tau nqis los ntawm 12% thaum ntxov Lub Peb Hlis mus txog 7.4. %.

Nws tuaj yeem pom tau tias tus nqi ntawm cov dej ntws tawm polysilicon muaj qhov cuam tshuam tseem ceeb rau cov hlwb qis. Nws yuav tsum raug sau tseg tias cov lus no tsuas yog suav cov txiaj ntsig ntawm cov hlwb sib txuas nrog tus nqi wafer nyob rau tib lub sijhawm. Xav txog cov khoom lag luam dav dav ntawm cov tuam txhab lag luam downstream ntawm 1-2 lub hlis, cov txiaj ntsig hloov pauv ntawm cov xov tooj sib txuas yuav raug ncua nyob rau hauv rooj plaub ntawm thawj-hauv, thawj-tawm txheej txheem ntawm tus nqi txheeb cais.

Txuas ntxiv los sib piv cov kev hloov pauv ntawm wafer thiab cov nqi ntawm tes nyob rau tib lub sijhawm, nws tuaj yeem pom tias muaj kev lag luam hauv qhov loj ntawm kev hloov pauv ntawm cov nqi ntawm tes piv nrog silicon wafers. Txij li thaum nkag mus rau Lub Rau Hli, qhov poob ntawm cov nqi ntawm tes tau nce zuj zus, qhia tias kev sib kis ntawm cov nqi polysilicon tau pib tshwm sim, uas ua rau muaj kev poob qis hauv cell tag nrho cov paj nyob rau nruab nrab Lub Rau Hli.

 (3) Txhim kho efficiency

Tam sim no, qhov ua tau zoo ntawm N-hom hlwb ntawm ntau lub tuam txhab tau txhim kho sai, thiab cov kev ua haujlwm tseem ceeb yog ntau dua 25%, thiab nws xav tias qhov ua tau zoo yuav raug txhim kho ntxiv los ntawm kev qhia SE platform, ob tog passivation thiab tandem. cell technology breakthroughs yav tom ntej.

 1. Txo cov hluav taws xob poob

Lub hauv paus ntawm TOPCon qhov kev txhim kho kev ua tau zoo nyob hauv kev txo cov hluav taws xob poob, suav nrog SE, bifacial POLY, thoob ntiaj teb passivation, thiab tandem hlwb.

TOPCon efficiency txhim kho yuav tsum tau txo hluav taws xob poob. Cov neeg tsim khoom tab tom qhia txog SE platform, thiab qee lub koom haum cia siab tias qhov no yuav txhim kho kev ua tau zoo los ntawm 0.2% -0.4%; Kev taw qhia ntawm ob tog PYL nyob rau hauv 24 xyoo yuav tsum ua kom lub zog ntau lawm efficiency ntau dua 26%; Cov kev taw qhia ntawm lub ntiaj teb no passivation technology nyob rau hauv 25 xyoo yog xav kom txhim kho efficiency mus rau 27%, thiab ces lub ntsiab kab ntawm efficiency txhim kho yog kev loj hlob ntawm tandem cell technology.

Tam sim no, qhov ua tau zoo ntawm N-hom hlwb ntawm ntau lub tuam txhab tau txhim kho sai, thiab cov khoom lag luam loj ntawm cov tuam txhab tseem ceeb yog nyob nruab nrab ntawm 25% thiab 25.5%, thiab nws xav tias qhov ua tau zoo yuav raug txhim kho ntxiv los ntawm kev qhia SE platform, ob-sided passivation thiab breakthrough nyob rau hauv tandem cell technology nyob rau hauv lub neej yav tom ntej.

 2. Xaiv emitter

SE thev naus laus zis hauv TOPCon zoo ib yam li lub hauv paus ntsiab lus ntawm SE hauv PERC, thiab siab / qis concentration doping sab hauv thiab sab nraum cov electrode tuaj yeem txhim kho lub neej ntawm silicon wafer ob peb yug thiab txhim kho cell efficiency. SE (Selective Emitter Technology) yog hais txog kev tsim ntawm P ++ txheej los ntawm high-concentration doping ntawm thiab nyob ze ntawm qhov chaw sib cuag ntawm cov hlau cathode thiab silicon wafer, thiab ib tug tsawg-concentration doping los tsim P + txheej nyob rau hauv cheeb tsam sab nraum lub electrode. .

Cov thev naus laus zis no tsis tsuas yog ua kom muaj kev sib cuag tsis zoo ntawm silicon wafer thiab cov electrode, tab sis kuj txo qhov kev sib txuas ntawm qhov chaw ntawm silicon wafer los txhim kho lub neej qis ntawm silicon wafer, yog li txhim kho kev hloov pauv ntawm lub xov tooj ntawm tes. Cov txheej txheem boron doping yog qhov nyuaj thiab lub zog laser ntau dua; Tej zaum yuav muaj ob hom passivation txheej hlawv los ntawm cov txheej txheem, thiab lub zog laser yuav tsum tau tswj kom raug.

Lub laser doping nyob rau hauv TOPCon tau muab faib ua ob txoj kev: thawj boron expansion thiab lwm yam boron expansion, thiab lub mainstream ntawm loj ntau lawm xaiv thawj laser direct doping. Ib qho kev nthuav dav boron zoo ib yam li cov txheej txheem boron nthuav dav hauv PERC cov txheej txheem tsim khoom, cov txheej txheem yog qhov yooj yim, tsuas yog ib qho laser doping, boron nthuav dav thiab ntxuav yog nqa tawm raws li txoj kev no, cov txheej txheem yooj yim dua thiab cov cuab yeej siv nyiaj tsawg, tab sis qhov kev nyuaj siab dua.

 3. POLY ob sab

Tam sim no, cov qauv passivation feem ntau yog siv rau sab nraub qaum ntawm lub roj teeb, thiab ob tog passivation / thoob ntiaj teb passivation tuaj yeem txhim kho kev ua haujlwm ntxiv. Tam sim no, TOPCon roj teeb tsuas yog passivated nyob rau sab nraub qaum, thiab sab pem hauv ntej tseem siv cov qauv roj teeb ib txwm siv. Txhawm rau kom txo qis cov cab kuj sib txuas ntxiv thiab txo qhov kev tiv thaiv kev tiv thaiv ntawm lub roj teeb, P-poly tuaj yeem ua tau nyob rau hauv pem hauv ntej electrode, thiab cov qauv ntawm ob sab / thoob ntiaj teb passivation tuaj yeem siv los txhim kho kev ua haujlwm ntawm lub hauv ntej. .

Lub silicon wafer matrix ntawm ob-sided passivation hu xovtooj yog muab nrog ib txheej polysilicon nyob rau sab pem hauv ntej, thiab sab nraum qab ntawm lub matrix yog P-doped poly passivation txheej. Tsis zoo li ob-sided passivation, uas tsuas yog P-poly nyob rau hauv cov electrodes, lub ntiaj teb no passivation technology yuav tsum tau ntxiv txhim kho efficiency los ntawm P-poly tag nrho pem hauv ntej ntawm lub roj teeb.

 5. Kev lag luam khoom thiab kev thov

 (1) Installation yuav tsum

Raws li cov ntaub ntawv los ntawm Tuam Tshoj Photovoltaic Industry Association, nyob rau hauv 2022, tag nrho cov ntsia muaj peev xwm ntawm lub ntiaj teb no photovoltaics yuav yog hais txog 230GW. Raws li cov ntaub ntawv kwv yees ntawm GF Securities, lub peev xwm nruab thoob ntiaj teb yuav nyob ib puag ncig 370GW hauv 2023.

 (2) Muaj peev xwm ntau lawm

Hais txog kev tsim muaj peev xwm, txij li xyoo 2019, cov tuam txhab ua lag luam xws li Tongwei, LONGi, Jinko, AiXu, thiab lwm yam tau tshaj tawm kev nthuav dav ntawm cov hlwb monocrystalline, thiab ua cov kev hloov pauv thiab nthuav dav rau ob sab PERC thiab loj-loj cell technology, uas ua rau kev loj hlob ntawm domestic cell ntau lawm muaj peev xwm ntau dua li qhov kev loj hlob ntawm ntau lawm, thiab lub peev xwm siv tus nqi tau maj mam poob.

Raws li kev txheeb cais ntawm Soochow Securities raws li kev tshaj tawm ntawm ntau lub tuam txhab sau npe thiab cov xov xwm tsis yog pej xeem, los ntawm qhov kawg ntawm 2022, Tuam Tshoj lub peev xwm TOPcon yog kwv yees li 90GW, raws li kev npaj peev xwm tam sim no, xav tias los ntawm 2023H2. , TOPCON muaj peev xwm ntau lawm yuav yog li 460GW, thiab 2024H2 muaj peev xwm ntau lawm yuav yog 750GW. Nws tsis yog qhov nyuaj kom pom tias TOPCon yuav nthuav dav ntau lawm hauv 2023, kev lag luam yuav nce sai, thiab thawj-kab cov tuam txhab yuav ua rau cov peev txheej tsim khoom.

Hais txog kev tsim khoom, raws li CPIA cov ntaub ntawv, Tuam Tshoj cov xov tooj ntawm tes tau loj hlob sai ntawm 11GW hauv 2011 txog 318GW hauv 2022, thiab TOPCON cell ntau lawm hauv 2022 yuav yog li ntawm 17GW.

Raws li ntawm 2022H2, Tuam Tshoj tus TOPCON muaj peev xwm ntau lawm yog 92GW, nrog rau cov zis ntawm 17GW thiab qhov nkag mus txog li 5%; Kev ua lag luam cia siab tias thaum kawg ntawm 2024, Tuam Tshoj TOPCON muaj peev xwm ntau lawm yuav yog 754GW, nrog rau cov zis ntawm 482GW thiab qhov nkag mus txog li 66%.

 (3) Kev sib tw toj roob hauv pes

Txij xyoo 2023, txhua lub chaw tsim khoom yuav nthuav dav ntau lawm ntawm TOPCon, raws li TOPCON photovoltaic cell ntau lawm txoj kev npaj tau tshaj tawm los ntawm lub tuam txhab, lub tuam txhab tuaj yeem muab faib ua peb pawg:

Thawj echelon muaj peev xwm tsim tau ntau dua 60GW, uas yog Jinko, JA Hnub Ci, TRW, LONGi, Junda, thiab Tongwei, uas JA Power's 57GW, Trina Solar's 40GW, JinkoSolar 56GW thiab lwm yam TOPCon cov kab ntau lawm tau teem sijhawm. yuav tsum muab tso rau hauv 2023;

Qhov thib ob echelon ntau lawm muaj peev xwm yog npaj los ntawm 10-25GW, uas muaj qhov sib txawv ntawm cov thawj echelon, thiab cov neeg koom tseem ceeb yog Canadian Hnub Ci, Zhonglai, Yiyi, EGing, thiab lwm yam;

Lub peev xwm tsim tawm ntawm qhov thib peb echelon yeej tsis tshaj 10GW, thiab muaj ntau tus neeg tuaj koom, thiab qhov no ntawm cov peev txheej tsim tau yog kwv yees li 232GW raws li kev txheeb cais ntawm Soochow Securities.

Los ntawm qhov kev xav ntawm kev tsim khoom, kev nthuav dav ntawm TOPCon tom qab cov tuam txhab thawj theem nkag mus rau xyoo 2023 feem ntau ua ntej ntawm cov tuam txhab thib ob, thiab CR6 ntawm TOPCON kev lag luam yog li 57.68%.

Raws li kev txheeb cais ntawm tag nrho cov khoom tsim tawm ntawm cov hlwb, CPIA cov ntaub ntawv, cov ntaub ntawv tso tawm ntawm Tuam Tshoj lub sab saum toj tsib photovoltaic cell manufacturers txuas ntxiv los ntawm 29.5% hauv 2018 txog 56.3% hauv 2022, thiab kev lag luam concentration tseem qis dua li ntawm lwm cov kev sib txuas. hauv kev lag luam photovoltaic saw.

Nyob rau hauv lub teb ntawm tag nrho cov hlwb, kev sib tw qauv ntawm cov thawj manufacturers yog ruaj khov, Tongwei thiab AiXu nyob rau hauv lub sab saum toj ob, thiab Jietai hloov Luan nyob rau hauv lub saum toj tsib ntawm cov npe.

Nyob rau hauv cov nqe lus ntawm cell efficiency, qhov nruab nrab hloov dua siab tshiab efficiency ntawm TOPCon loj ntau lawm nyob rau theem no tshaj 25%, thiab lub zog module yog hloov mus rau siab zog, thiab cov ua lag luam muaj ib tug dynamic lead nyob rau hauv technology.

Nws yog tsim nyog sau cia tias nyob rau lub Tsib Hlis xyoo no, Jolywood's POPAID thev naus laus zis tau thawb tus nqi ua haujlwm ntawm TOPCON mus rau qhov siab tshiab ntawm 26.7%.

 1. JinkoSolar

Raws li qhov kawg ntawm 22, Jinko muaj 35GW ntawm TOPCon cell ntau lawm, uas yog 8GW hauv Hefei Phase I, 8GW hauv Haining Phase I, 8GW hauv Hefei Phase II thiab 11GW hauv Haining Phase II. Nws cia siab tias thaum kawg ntawm 23/24, lub peev xwm ntau lawm yuav tsum ncav cuag 56/85GW, uas Haining 6.5GW thiab Chuxiong 6.5GW yuav tsum tau muab tso rau hauv kev ua haujlwm hauv 23Q2 thiab 23Q3 raws li, thiab thawj thiab thib ob. theem ntawm Shanxi's 56GW kev sib koom ua ke yuav muab tso rau hauv kev ua haujlwm hauv 24Q1-Q2. Lub tuam txhab cia siab tias N-hom kev xa khoom yuav suav tau ntau dua 60% hauv 2023.

 2. Junda shares

Junda tam sim no N-hom TOPCON tau muab tso rau hauv kev ua haujlwm txog 40.5GW thiab muaj peev xwm ntawm 13GW hauv kev tsim kho.

 3. Tongwei shares

Nyob rau hauv cov nqe lus ntawm TOPCon muaj peev xwm ntau lawm, Tongwei muaj 9.5GW topcon roj teeb muaj peev xwm ntawm qhov kawg ntawm 22, thiab 16GW TOPCon roj teeb project nyob rau hauv Pengshan Phase I tau launched thaum kawg ntawm 22, thiab nws yuav tsum tau tso tawm rau lub thawj zaug hauv lub Xya Hli 23.

 4. JA Technology

Raws li lub Rau Hli 23, JA Hnub Ci tau muab tso rau hauv kev ua haujlwm 7.3GW ntawm TOPCon roj teeb muaj peev xwm, ntawm 1.3GW ntawm Ningjin tau mus txog tag nrho cov khoom, thiab lub xov tooj ntawm tes kev ua tau zoo tau mus txog 25.3% +. 20GW hauv Yangzhou thiab 10GW hauv Qujing yuav muab tso rau hauv 23Q3. Nyob rau lub Tsib Hlis 23, lub tuam txhab tau tshaj tawm N-hom tshiab module DeepBlue 4.0Pro raws li 182mm * 199mm qhov loj ntawm cov duab plaub silicon wafer, ua ke nrog cov tshuab ntim ntim siab, lub zog siab tshaj plaws ntawm 72 version tuaj yeem ncav cuag 630W, thiab cov qauv ua haujlwm tau zoo tshaj. 22.5%, uas yog sib npaug rau lub zog ntawm cov tiam dhau los ntawm 182 series 78 version modules ntawm tib qhov loj, tab sis qhov kev ua haujlwm voltage yog 7.6% qis dua, uas txo cov nqi ntawm qhov system BOS thiab qhov kev pheej hmoo ntawm kub kub ntawm lub module.

JA cia siab tias wafer / cell / module tsim muaj peev xwm ncav cuag 70/70/80GW thaum kawg ntawm 23, thiab 80-90GW thaum kawg ntawm lub xyoo thaum lub sijhawm tsim khoom ntawm tes yog du.

 5. Trina Hnub Ci

Thaum kawg ntawm 22, TRW lub xov tooj ntawm tes / module tsim muaj peev xwm tau mus txog 50/65GW, ntawm uas TOPCon muaj peev xwm ntau lawm yog 8GW hauv Suqian, uas xav kom ncav cuag tag nrho cov khoom lag luam nyob rau nruab nrab xyoo 2023, nrog cov txiaj ntsig ntawm ntau dua 97%. Hais txog lub peev xwm tsim tawm tshiab, TRW cia siab tias yuav pib tsim 30GW ntawm TOPCon hlwb tshiab hauv xyoo 2023, thiab lub peev xwm tsim tawm ntawm TOPCon hlwb yuav tsum nce mus rau 40GW thaum kawg ntawm 23.

 6. LONGi Ntsuab Zog

Longji pib kev tshawb fawb thiab kev loj hlob ntawm TOPCon thev naus laus zis hauv 2019, tsim 500MW pilot kab hauv 2021, thiab xav tias yuav pib tsim 30GW hauv Ordos thaum Lub Yim Hli 2023, nrog lub peev xwm ntau dua 20GW thaum kawg ntawm lub xyoo, thiab xav tias yuav ua tiav tag nrho cov khoom los ntawm 2024Q1.

 (4) Kev sib piv hwm

Raws li tus neeg muag khoom cov txheeb cais, nyob rau hauv qhov kev sib tw tshiab module, TOPCon cov khoom tau txais kev pom zoo rau lawv cov khoom tsim hluav taws xob siab, thaum txaus siab rau tus nqi. Qhov kev faib ua feem ntawm TOPCon Cheebtsam tau nce los ntawm 33% hauv Lub Ob Hlis mus rau 50% hauv lub Plaub Hlis, thiab qhov sib koom ntawm TOPCon kev sib tw tau nce ntxiv.

TOPCon suav txog 33% ntawm 6GW module kev sib tw ntawm CNNC, thiab cov lus hais txog 8 xees / W hwm rau PERC. Cov TOPCon modules suav txog 50% ntawm cov phiaj xwm kev sib tw ntawm Huaneng thiab Datang, thiab cov lus hais yog 6.5 cov ntsiab lus / W thiab 8.2 cov ntsiab lus / W siab dua PERC modules, feem.

Raws li PVinfoLink lub roj teeb tshiab tshaj tawm thaum Lub Rau Hli 14, tus nqi ntawm 182 ob-sided TOPCon roj teeb yog 0.87 yuan / W, thiab tus nqi ntawm PERC roj teeb ntawm tib qhov loj yog 0.78 yuan / W, nrog tus nqi ntawm txog 9 ntsiab lus / W. ; Tus nqi nruab nrab ntawm ob sab TOPCon modules (182mm) yog 1.6 yuan / W, tus nqi nruab nrab ntawm P-hom yog 1.48 yuan / W, thiab N-hom module yog li 0.12 yuan / W hwm rau PERC module, qhia. tias lub zog tsim tau nce ntawm N-hom modules tau lees paub los ntawm lub davhlau ya nyob twg.

Tag nrho cov nqi ntawm TOPCon cov khoom yog 0.03-0.04 yuan / W siab dua li ntawm PERC, thiab tag nrho TOPCon tau ua tiav ntau tshaj 8 cov ntsiab lus ntawm cov nyiaj tau los, qhia txog kev lag luam.

 (5) Kev nqis peev siv zog

Raws li kev tawm tswv yim los ntawm ntau tog, tus nqi ntawm cov khoom siv rau TOPcon cov kab ntau lawm yog li 1.5-170 lab yuan / GW. Ntawm cov nqi pib nqis peev ntawm cov kab tsim khoom tshiab, cov khoom siv yuav thiab cov nqi teeb tsa suav nrog cov feem ntau, ua raws li cov nqi tsim kho engineering, nrog rau qhov nruab nrab tag nrho cov nqi tsim kho ntawm kwv yees li 360 lab yuan / GW.

Noj Jolywood's 16GW high-efficiency monocrystalline cell smart factory project (theem I) ua piv txwv, cov khoom siv thiab kev teeb tsa suav nrog cov khoom siv ntau tshaj plaws ntawm kev yuav khoom thiab kev teeb tsa hauv kev tsim kho tus nqi ntawm nws TOPCON photovoltaic cell ntau lawm kab, txog 88%, ua raws. los ntawm kev tsim kho cov nqi, suav txog li 8%; Cov khoom siv ntau lawm yog qhov siab tshaj plaws hauv TOPcon ntau lawm kab, suav txog li 71%, ntawm cov khoom siv POPAID uas nws cov txheej txheem tseem ceeb yog siv los tso nyiaj polysilicon nyias zaj duab xis suav txog li 24% ntawm Jolywood cov koom nrog.

Raws li cov ntaub ntawv tso tawm los ntawm Jinko, TRW, GCL thiab lwm tus, lub sijhawm nruab nrab ntawm kev tsim kho ntawm TOPCON cov kab ntau lawm yog 15.7 lub hlis, lub sijhawm them rov qab nruab nrab yog 5.61 xyoo, thiab qhov nruab nrab pib nqis peev ib GW yog kwv yees li 360 lab yuan.

 6. Muaj kev sib koom ua ke

 (1) Cov khoom siv silicone

N-hom khoom muaj cov kev xav tau siab rau polysilicon zoo, thiab tam sim no, N-hom polysilicon yuav tsum ncav cuag hluav taws xob qib II lossis siab dua, uas yog ob qib siab dua P-hom cov ntaub ntawv, thiab qhov sib txawv ntawm cov khoom ntsuas yog 2-10 zaug. Tam sim no, lub domestic Tongwei / Daqo / Xinte N-hom khoom muaj peev xwm reserves txaus, thiab nyob rau hauv lub neej yav tom ntej, nrog rau cov kev thov rau N-hom, N-hom muaj peev xwm reserves ntawm mainstream manufacturers yog maj tso tawm, thiab cov Cov khoom siv hauv tsev yuav tsum nce ntxiv raws li.

Raws li cov ntaub ntawv ntawm cov tuam txhab lag luam silicon, cov khoom siv tam sim no N-hom piv nrog P-hom, tus nqi ntawm 8,000 yuan / tuj, yav tom ntej, nrog rau kev nrawm ntawm cov txheej txheem wafer thinning, N-hom silicon wafer Kev sib tw yog qhov hnyav, qhov kev thov rau N-hom khoom nce, tus nqi nkag tau maj mam nce, thiab tus nqi yuav tsum tau nthuav dav ntxiv.

 (2) Silicon wafers

TOPCON siv N-hom silicon wafers. N-hom silicon wafers yog doped nrog boron ntsiab nyob rau hauv lub crystal rub txheej txheem, thiab phosphorus ions yog diffused nyob rau hauv lub cell ntau lawm txheej txheem.

Raws li ntawm 23230531, N-hom silicon wafers muaj tus nqi ntawm kwv yees li 7% tshaj P-hom. Vim tias cov txheej txheem ntawm N-hom hlwb yog qhov nyuaj dua li ntawm P-hom, lawv cov nqi kuj tseem siab dua.

Raws li cov ntaub ntawv los ntawm Tuam Tshoj Photovoltaic Industry Association, kev ua lag luam sib koom ntawm P-hom monocrystalline wafer xa khoom yuav ncav cuag 87.5% hauv xyoo 2022, thiab tsuas yog 10% ntawm N-hom monocrystalline wafers, thiab peb cia siab tias yuav tsim N-hom monocrystalline wafers. yuav suav txog 25% hauv 2025, uas yuav nce sai heev.

Tsav los ntawm kev txo nqi thiab kev txhim kho kev ua tau zoo, cov tuam txhab lag luam tseem ceeb niaj hnub txhawb cov txheej txheem thinning ntawm silicon wafers, thiab lawv cov xov tooj ntawm tes kuj sib txawv. Tam sim no, cov tuam txhab ua lag luam xws li JA Hnub Ci, Jinko thiab Tongwei txais cov tshuab siv hluav taws xob zoo li qub, thiab cov chaw tsim khoom silicon wafer xws li JA Hnub Ci / Jinko / Tongwei / TRW txhua tus txais qhov loj me tshaj 182mm, npog 182mm * 182mm, 182mm * 192mm, 182mm. * 199mm, thiab lwm yam.

 (3) Silver paste

Cov nyiaj paste pem hauv ntej yuav tsum tau ua kom tiav ntau lub zog thiab kev siv hluav taws xob, thiab cov kev xav tau ntawm cov khoom lag luam siab dua li cov khoom siv nyiaj rov qab, thiab nws lub luag haujlwm tseem ceeb yog khaws thiab muab cov khoom siv photogenerated. Txhawm rau kom ntseeg tau tias photoelectric hloov dua siab tshiab ntawm lub xov tooj ntawm tes, cov nyiaj hauv pem hauv ntej yuav tsum muaj cov kev cai yooj yim ntawm kev luam ntawv zoo thiab qhov sib piv siab, thiab nws yuav tsum tsim kom muaj kev sib cuag zoo ohmic nrog silicon wafer thiab txo qhov kev sib cuag.

Cov nyiaj muab tshuaj txhuam rau sab nraum qab ntawm TOPCON tsis txawv ntau ntawm cov nyiaj muab tshuaj txhuam rau ntawm sab xub ntiag ntawm PERC, tab sis vim qhov xav tau rau pem hauv ntej boron expansion emission theem nyob rau hauv TOPCON, nyiaj txhuas muab tshuaj txhuam yuav tsum nyob rau sab pem hauv ntej, yog li tus nqi thiab noj TOPCON nyiaj paste yog siab dua cov PERC.

Raws li tau hais ua ntej, txog rau tam sim no, qhov nruab nrab ntawm kev siv nyiaj ntawm 182-loj PERC roj teeb hauv kev lag luam yog kwv yees li 60mg / thooj, thiab cov nyiaj siv rau sab nraub qaum yog li 20-30mg / thooj, vim tias cov ntsiab lus ntawm lub nraub qaum yog 60%, uas yog hloov mus rau li 15mg / daim ntawm cov nyiaj zoo, yog li tag nrho cov nyiaj noj yog 75mg / thooj;

Rau 182-loj TOPCon roj teeb, kev siv nyiaj ntawm cov thawj coj hauv kev lag luam tau raug txo mus rau 47mg / thooj rau pem hauv ntej thiab 57mg / thooj nyob tom qab, tag nrho txog 104-105mg / thooj;

HJT roj teeb tsuas yog 166 thiab 210 qhov ntau thiab tsawg, uas txhais mus rau 182 qhov ntau thiab tsawg thiab cov nyiaj siv yog li 160-170mg / thooj. Piv nrog rau kev siv nyiaj zoo ntawm P-hom roj teeb, kev noj cov nyiaj muab tshuaj txhuam (nyiaj zoo + nyiaj rov qab) ntawm TOPCon roj teeb yog kwv yees li 1.5 npaug ntawm qhov nruab nrab.

Nyob rau hauv cov nqe lus ntawm kev lag luam thov rau cov nyiaj paste, qee lub koom haum xav tias thaum kawg ntawm 23, Tuam Tshoj tus PERC nyiaj paste noj yuav nyob twj ywm ntawm 11 tons / GW, thiab qhov ntsuas no yuav poob mus rau 9.5 tons / GW hauv 24-25 xyoo; Nyob rau hauv 21-25 xyoo, kev noj ntawm TOPCon nyiaj paste yuav raug txo los ntawm 15 tons / GW mus rau 10 tons / GW, thiab tus nqi ntawm cov nyiaj paste yuav tuav ib tug me ntsis downward trend, thiab nws xav tias tag nrho cov lag luam chaw ntawm nyiaj. paste hauv 23 xyoo yuav yog 25.1 billion yuan, thiab qhov chaw ua lag luam yuav nce mus rau 43.4 billion yuan los ntawm 2025.

Hauv ob peb xyoos dhau los, nrog kev txhim kho txuas ntxiv ntawm cov ntsiab lus kev, cov khoom ua tau zoo thiab kev ruaj ntseg ntawm cov nyiaj zoo hauv tsev, qhov kev kawm ntawm thaj chaw tau nce ntxiv, thiab tus nqi hauv cheeb tsam tau mus txog 75% hauv 22 xyoo. Ntawm cov tuam txhab loj loj, Juhe Co., Ltd., Dike Co., Ltd., thiab Jingyin New Material (Suzhou Goodtech) tuav lub lag luam tseem ceeb, nrog rau kev lag luam feem ntawm 41% / 21% 13% hauv 2022, tag nrho cov no tau tsim kev sib raug zoo nrog cov tuam txhab lag luam hauv qab lub taub hau roj teeb, thiab tam sim no muaj cov nyiaj tshwj xeeb hauv TOPCon silver paste technology.

 (4) Cov khoom siv tseem ceeb

TOPCON cov cuab yeej tsim khoom feem ntau suav nrog plaub qhov txuas: tu thiab texturing, boron diffusion, polysilicon nyias zaj duab xis deposition thiab tshuaj ntsuam luam ntawv.

 1. Ntxuav lub texturing

Cov txheej txheem ntxuav yog qhov yooj yim, cov cuab yeej siv tsis yooj yim, thiab cov khoom siv tu tsev tuaj yeem ua tau raws li qhov xav tau ntawm kev siv. Nrog rau kev nthuav dav sai ntawm TOPCON muaj peev xwm ntau lawm, kev lag luam xav tau rau ib lub tshuab loj ntau lawm thiab cov cuab yeej siv hluav taws xob tag nrho yuav nce ntxiv; Tam sim no, cov txheej txheem kev ruaj ntseg ntawm ib leeg siv lead ua texturing teb tau matured, thiab ib leeg-tshuab muaj peev xwm yog feem ntau ntau dua 8000 daim / teev.

Lub tuam txhab tseem ceeb ntawm cov cuab yeej ntxuav yog North Huachuang, Jiejia Weichuang, Shanghai Puchuan, thiab lwm yam .; Lub tuam txhab tseem ceeb ntawm cov khoom siv texturing yog Jiejia Weichuang, North Huachuang thiab Suzhou Jujing.

 2. Boron diffusion

Cov cuab yeej siv hluav taws xob qis qis muaj qhov zoo ntawm kev txhim kho qhov sib xws thiab kev ua tau zoo ntawm cov square kuj, txo cov khoom tsis zoo nyob ze ntawm kev sib tshuam, txo cov phosphorus qhov chaw thiab lub zog noj, ua tiav cov square siab (140-180Ω / cm2), thiab txhim kho kev ua haujlwm. Yog li ntawd, tam sim no, cov khoom siv diffusion feem ntau yog qhov tsis tshua muaj siab diffusion, thiab cov kab ntau lawm yog tsuas yog nruab nrog qis-siab diffusion + low-pressure oxidation khoom.

Tam sim no, ib leeg-batch diffusion muaj peev xwm ntawm domestic diffusion furnaces tau tsim los ntawm 150 daim mus rau 2,000 daim nyob rau hauv 2022. Tam sim no, lub ntsiab lag luam ntawm diffusion furnace yog Laplace, Jiejia Weichuang, Fengsheng Equipment, Hunan Red Sun, thiab lwm yam. tib lub sijhawm, cov tuam txhab teev npe Dier Laser thiab Han's Laser kuj tau pib muaj cov txheej txheem ntawm cov cuab yeej muaj feem xyuam.

 3. Polysilicon nyias zaj duab xis deposition

Piv nrog rau PERC, qhov loj tshaj plaws ntawm TOPCON yog tias txheej txheej tunneled oxide + doped polysilicon txheej yog npaj rau sab nraum qab. Tam sim no, muaj ob txoj hauv kev tseem ceeb hauv qhov txuas no: LP thiab PE.

Lub koom haum tseem ceeb ntawm cov cuab yeej siv LP suav nrog Laplace, NAURA thiab Pule Tshiab Zog; Cov khoom siv PE feem ntau yog muab los ntawm Jiejia Weichuang, North Huachuang, Jinchen Co., Ltd. thiab Hunan Red Sun.

 4. Screen luam ntawv

Tam sim no, cov kab ntau lawm tsuas yog siv cov kev sib raug zoo siab, cov khoom siv loj silicon wafer luam ntawv, cov cuab yeej luam ntawv thaum ntxov yog cov khoom siv tseem ceeb, tam sim no, cov cuab yeej siv hauv tsev tau tuav cov kab ntau lawm ua lag luam thiab tau xa tawm mus rau Is Nrias teb, Qaib ntxhw thiab lwm cov lag luam tawm tshiab photovoltaic. Cov cuab yeej siv tseem ceeb hauv daim teb no suav nrog: Maiwei Co., Ltd., Jiejia Weichuang Co., Ltd., Jinchen Co., Ltd., thiab lwm yam.

 VII. Xaus

Tam sim no, lub teb ntawm photovoltaic hlwb yog cov qauv kev sib tw tag nrho, nyob rau hauv keeb kwm yav dhau ntawm N-hom hloov P-hom, TOPCON tam sim no muaj qee yam zoo hauv kev nkag mus, kev ua haujlwm zoo, kev loj hlob ntawm kev lag luam, txhawb kev sib koom tes, thiab P-type transformation. TOPcon lub taub hau kev lag luam nyob hauv kev lag luam tseem ceeb, CR5 kev lag luam feem ntau yog kwv yees li 50%, kev lag luam nplai cuam tshuam tseem ceeb.

Nyob rau tib lub sijhawm, kev koom ua ke cov tuam txhab muaj txiaj ntsig zoo dua li cov tuam txhab outsourcing hauv cov nqi roj teeb silicon wafers. Ntawm qhov tod tes, vim yog qhov feem ntau ntawm cov nqi silicon wafer rau cov nqi roj teeb, kev lag luam kev sib koom ua ke muaj qhov zoo dua ntawm tus nqi, noj 20230531 cov ntaub ntawv ua piv txwv, tus nqi ntawm kev sib xyaw silicon wafers yog 0.26 yuan / W, uas yog. kwv yees li 32% qis dua tus nqi ntawm 0.38 yuan / W ntawm cov khoom siv silicon wafers.

Lub superposition ntawm kev lag luam lub taub hau nyhuv thiab kev koom ua ke los txo tus nqi ntawm silicon wafers tau coj mus rau cov tshiab ntshiab cell manufacturers ntsib ntau yam pressures xws li txheej txheem, efficiency, nqi, thiab raws.

Ntawm cov khoom siv ntawm tes, lub peev xwm tsim khoom tam sim no ntawm kev ua lag luam tuaj yeem ua tiav kev lag luam kev lag luam rau kev teeb tsa tshiab, thiab cov nqi pib ua lag luam siab thiab lub sijhawm them rov qab ntev kuj yuav tsum tau ceev faj rau cov neeg tuaj tshiab.

Tam sim no, nyob rau hauv kev lag luam photovoltaic, tseem muaj qee qhov ntawm cov khoom siv hauv tsev nyob hauv thaj chaw ntawm cov khoom siv pabcuam, xws li kub kub thiab nyiaj hmoov hmoov, POE hais ntawm qhov kawg module, thiab lwm yam. ua tib zoo saib xyuas.

 Source: Thawj Photovoltaic Tshiab Zog

 Editor: Wang Rui Review: Hao Yuzhu