Heterojunction cell technology may become the next outlet for the photovoltaic industry
May 20, 2022
The renewal and iteration of photovoltaic technology continuously promotes the reduction of power generation costs, and finally achieves the goal of grid parity and replacement of conventional energy. In the short and medium term, the next-generation high-efficiency technology route is expected to usher in a good opportunity for equipment development; in the long run, the advent of the era of parity will generate a large demand for equipment.
The future photovoltaic parity era is expected to generate a large number of equipment demand
The fundamental of the large-scale application of photovoltaics is to continuously reduce the unit power generation cost, and finally achieve the goal of grid parity and replacement of conventional energy. Since 2015, the frontrunner project promoted by the state has strengthened the development of high-efficiency routes of photovoltaic cell technology. Taking the third batch of frontrunners winning the largest bid, SPIC as an example, the use of higher-efficiency double-sided double-glass modules accounted for more than 75% %. In 2019, the policy was adjusted to promote the development of affordable Internet access projects and the transformation of the bidding Internet access mechanism. In the future, as the industry develops and gradually gets rid of its dependence on government subsidies, market driving will become the most important factor in the development of the industry, and the large-scale popularization and application of photovoltaics is expected to be realized, thereby promoting the demand for the high-end photovoltaic equipment market.
Technology update and iteration help equipment meet development opportunities
The photovoltaic cell industry is essentially a technology-intensive industry. Technological innovation is the basis for photovoltaics to eventually become the dominant energy source and the backbone of promoting energy transformation. The current mainstream advanced technologies in the industry include MCCE technology, PERC technology, and heterojunction solar energy. Battery, MWT technology, IBC technology. At present, the industry is facing greater pressure to reduce costs and increase efficiency. The industry actively promotes the layout of high-efficiency battery routes, and high-efficiency photovoltaic equipment is expected to usher in good opportunities for development.
Heterojunction Technology: Candidate Technology for Next-Generation Commercial Photovoltaic Production
Heterojunction technology is a new track for higher efficiency photovoltaic cells, combining the advantages of both silicon wafers and thin film cells, with multiple advantages such as high conversion efficiency and simple process structure. The heterojunction production process is relatively simplified, and thin film deposition is the core step in the production process of the heterojunction cell. The high cost is the biggest constraint on the promotion of heterojunction technology, but the heterojunction technology has significant advantages in LCOE. At present, heterojunction technology has a certain space for cost reduction and efficiency improvement in all directions. For example, in terms of N-type silicon wafers, with the promotion of LONGi and Zhonghuan Shuangtao, the price difference with P-type silicon wafers is expected to be reduced to 5 in the future. % or less. In addition, the double-sided double-glass modules whose market share has increased rapidly in recent years is expected to help the heterojunction technology to have a more significant advantage in the cost of electricity. At present, many companies in the industry in the global market are vigorously deploying heterojunction technology, and the commercialization of heterojunction is expected to accelerate.
The renewal and iteration of photovoltaic technology continuously promotes the reduction of power generation costs, and finally achieves the goal of grid parity and replacement of conventional energy. In the short and medium term, the next-generation high-efficiency technology route is expected to usher in a good opportunity for equipment development; in the long run, the advent of the era of parity will generate a large demand for equipment.
