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A butterfly effect triggered by downstream technological changes should be stretching to the entire photovoltaic industry.
(Source: WeChat Public Number “No. 1 New Power” Author: No. 1 New PowerSugar baby)
Every technical change in the photovoltaic industry is accompanied by the changes in the industry, and each change is like a big wave to select new winners.
The photovoltaic industry in 2020 is also entering this changing moment. Online price online, market transformation, domestic competition… None of them has made higher requests for product technology.
The first technological change was the silicon wafer ring downstream of photovoltaics.
In recent months, silicon wafer dragon manufacturers have almost no longer had a technical transformation, and a technological iteration that can affect the entire photovoltaic industry is coming.
01 Who is making large-sized silicon wafers? Manila escort
At the beginning of the photovoltaic industry, many companies announced their expansion plans, and the focus of development this year has gradually increased. On February 20, Zhongxiang Co., Ltd. announced a notice of fundraising, with the total amount of fundraising not exceeding RMB 5 billion for the Sugar baby large silicon wafer project.
This is already the number of large-sized silicon wafers added by Zhongxiang Co., Ltd. since the second half of previous years. It is clear that the production capacity of the fifth phase of Zhongxiang Co., Ltd. is 2Sugar daddy10mm large-sized silicon wafers, which can be seen with the investment efforts.
In addition to Zhongli Co., Ltd., Longi Green Energy Technology Co., Ltd. has also added large-sized silicon wafers since previous years, but they are different from Zhongli. The size of the silicon wafers recommended by Longi is 166mm. At the same time, LongiEScort manila‘s existing battery sheets and components wrap the cat up: “Give it to me.” But when I entered the elevator hall, the voice became more obvious. The long and sharp voice has begun to reform and build a line that is suitable for this size.
The two companies that once ranked first and second in the global silicon wafer industry also focused their attention on large-scale silicon wafers, which are not a coincidence. Although the two companies have differences in technical choices, the code can indicate that the era of silicon wafers in the downstream of photovoltaics has become a trend. Of course, the industry’s Sugar daddy‘s change naturally attracted the attention of other companies in the industry chain. Have you been close to their logic? Over the past year, many photovoltaic companies have begun to lay out product labels related to large-sized silicon wafers.
In the “210 Campus”, there are Trina Solar, Oriental Sunsen’s components and battery films from companies such as Aixu Technology and Tongwei Co., Ltd. These companies have all performed in recent months, and are investing in or renovating new production lines to meet 210mm silicon wafers. New production capacity is expected to be officially invested as soon as possible in the second quarter of this year.
There are many mainstream domestic companies in the “166 Campaign”. Companies such as Aix Technology, Artes, and Trina Solar are also planning to switch 166mm lines to new production capacity, and departmental companies have started small batch investment. With the accelerated production of various Sugar baby companies, the photovoltaic industry in 2020 has not expected to see the bulk shipment of large size components, battery sheets and other products.
02 Pros and Disadvantages of Near-sized Silicon Drills
Seven years ago, there was no unified standard for global silicon wafer sizes, and there were several silicon wafer size disputes. With Longi Green Energy Technology Co., Ltd.’s “one world”, this area has gradually stabilized.
The sound is obviously not very consistent. And now, photovoltaics, the system end cost will also drop. If the 72-piece version is used, the BOS cost Sugar daddy (referring to system cost other than photovoltaic components) will save up to 5 cents per watt per watt.
The data of Zhongxiang shares shows that the decline in the cost of 210mm silicon wafers will be greater, and M2 is down 25.56% compared with battery cells, 16.8% of components, and 12% of BOS cost compared with 166mm. Although this technological progress is often in millimeters, it generates very serious meanings. On the one hand, it will bring down 50% of PV system costs and increase profits, promoting the arrival of online prices. baby; On the other hand, large-sized silicon wafers have also contributed to the new industry changes. If you don’t pay attention, companies can stand on the edge of life and death.
But the demand is that the size of silicon wafers is not as good as possible. The joy brought by this technological change is also a dream for middle- and low-level companies. Ye Qiuwang doesn’t care about the results, but he just fell asleep, which makes it difficult to eliminate Sugar baby.
The most important of this is the joint problem of industrial chains. With the adjustment and expansion of silicon wafer size, new challenges have been raised for existing production equipment in industrial chains.sugar.net/”>Sugar daddy.
It is clear that the 166mm silicon wafer released by Longi Green Energy Technology Co., Ltd. is compatible with current mainstream equipment, but it has reached the extreme size limit of departmental equipment.
Middle and downstream enterprises want to match new silicon wafer sizes, they need to make a major adjustment to the production line, especially at one time. BabyThe company faces difficulties in the 210 line.
In addition, the initial goal of increasing silicon wafers is to reduce system cost, but the current demand for enterprises is facing the Escort brought by newly purchased equipment manilaThe increase in capital may offset the decline of the capital brought by the increase in size in the short term.
Of course, if short-term industrialization problems are not considered, large-sized silicon wafers may replace the existing mainstream in the market in the future development of the photovoltaic industry. Products have become a tool for the industry to reduce capital and achieve efficiency.
Technical changes, as many as the industry progresses, will also bring about changes in the market. As for the problem of who will be more successful in 166mm and 210mm, we can only wait for the marketManila escort gives a glimpse.
In short, the change in the silicon wafer field is just the beginning, and a major change in the photovoltaic industry triggered by technology has quietly emerged.
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