How do you understand the many new photovoltaic technologies?

Apr 13, 2023

Firstly, we classify the new technologies according to four dimensions: efficiency + cost reduction, pure efficiency, pure cost reduction, and cost reduction but efficiency reduction, with the numerator side of the dosage cost reduction and the denominator side of the dosage cost reduction receiving different levels of attention at different times, The only technologies that can simultaneously improve efficiency and reduce costs are 0BB and copper plating.

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Secondly, whether a new technology can have mass production value needs to be compared with other new technologies for comprehensive consideration, such as 0BB + silver clad copper + steel plate printing vs laser transfer vs copper plating in metallisation, and needs to be placed in the same time dimension for comparative analysis, such as the same long-term dimension, 0BB + silver clad copper single W metallisation cost is 0.06 yuan / W, copper plating metallisation cost is also 0.06 yuan / W. W, which in reality does not improve efficiency compared to silver-clad copper, i.e. the main significance of copper plating for HJT is actually a 0.2%-0.3% efficiency improvement.

Finally, we have sorted out the information that needs to be tracked for each new technology, such as copper plating recommendations to track the capacity, yield rate, wastewater treatment cost and progress of the whole line commissioning of graphic and metallisation equipment, and calcium titanium ore HJT stacking recommendations to track whether the material system is determined, whether the development of evaporation plating equipment for uniform preparation of calcium titanium ore layers over a large area is completed, and whether a highly reliable packaging solution can be achieved at a lower cost.