Future Industry View Of Photovoltaic Solar Modules

PERC: The current mainstream technology of photovoltaic cells in the market, and the efficiency is close to the ceiling; HJT and TOPCon are about to explode.

1) PERC is the mainstream technology in the current photovoltaic cell market. It still has a lifetime of several years, but it is close to the theoretical efficiency limit of 24%. After this round of large-scale iterations, it is expected that the expansion of the production line will soon come to an end, giving rise to an explosion of demand for HJT and TOPCon.

2) Review of PERC history: great attention should be paid to industry opportunitie
s brought about by technological changes! From 2017 to 2020, PERC's market share has increased from 15% to 86%, and its penetration rate has increased by nearly 6 times in just 4 years. It has fully replaced the first-generation BSF battery and has extremely explosive power.

It is expected that in the future, as HJT and TOPCon equipment mature and their economic practicability reaches a balance point, they will replicate the rapid penetration of PERC batteries, explode rapidly, and open the life cycle of next-generation cell technology.

HJT: A disruptive photovoltaic technology. Technical potential: HJT has obvious advantages in conversion efficiency (currently over 24%), process steps and temperature, double-sided ratio, and anti-attenuation. It will become the mainstream of the third-generation cell technology. In the future, the efficiency of superimposed perovskite technology will increase to 30%.

TOPCon: Extended technology in the post-PERC era, and will be relayed. In the next 5 years, the core equipment market will total more than 15 billion (1) Application potential: TOPCon technology has strong compatibility with the original PERC production line, higher conversion efficiency, and investment in equipment Shanghai currently has an advantage over HJT. With the bottleneck of PERC battery efficiency approaching, TOPCON opened the ceiling for PERC.