2024-08-17
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On August 16, CTOs of TOPCon battery companies gathered for the first time in history and shared the same stage for the first time, right here in Shanghai, in Dahongqiao, the hotbed of reform and opening up.
The sea embraces all rivers; only the tolerant are great.
This is exactly what the companies and CTOs who are on the TOPCon technology route are thinking about. The TOPCon battery technology route has developed from a trickle to today's surging momentum and is unstoppable due to the joint efforts of many photovoltaic companies and the joint participation and promotion of upstream and downstream equipment companies and auxiliary material manufacturers in the past one or two years.
In the picture above, from left to right are Ouyang Zi, CTO of JA Solar, Chen Yifeng, Vice President of Trina Solar, Shen Wenzhong, Director of the Solar Energy Research Institute of Shanghai Jiaotong University, Xing Guoqiang, CTO of Tongwei Co., Ltd., and Song Dengyuan, CTO of Yida New Energy. In addition to them, JinkoSolar's CTO Jin Hao also attended the meeting via video link.
This unprecedented luxurious lineup includes almost all the major CTOs of today's mainstream technology routes.
If we calculate based on the battery cell shipments of various companies in August, except for Yida New Energy, which ranks tenth in terms of shipments, the other four companies are the top four in terms of battery cell shipments today. From this perspective, the photo above is likely to be recorded in the history of photovoltaics.
The CTOs of five companies, including JinkoSolar, Trina Solar, JA Solar, Tongwei Solar and Yida Solar, met on the same stage for the first time, not only to discuss TOPCon technology, but also to explore the future development trend of solar cell technology. It should be noted that some of them have been hidden in laboratories by their companies for many years, concentrating on research and development and rarely showing up. Now, they are all here.
For a long time, especially in the past one or two years, there has been more and more noise and debate around the technical route of solar cells, just like the debates around silicon wafers and component sizes in the past. This increasingly volatile industry seems to always be a mixture of truth and lies, and entangled with interests and positions.
This big discussion about solar cell technology started with a photovoltaic song.
Shen Hui, director of the Yangtze River Delta Solar Photovoltaic Technology Innovation Center, said in his opening speech that the development of photovoltaics has a long history and a very profound scientific background. There is no other energy in the world that is simpler, more environmentally friendly, more reliable, and has unlimited resources than photovoltaics.
Today, photovoltaics seems to have entered a dark moment, full of disagreements. However, no matter what, although there are many disputes, there is only one truth. What determines this truth is the market.
Dr. Zhang Yingbin, Head of Strategic Products and Markets at Trina Solar, conquered all professional audiences inside and outside the venue with a brief but powerful "i-TOPCon Product Value and Trend Analysis" with detailed data and rigorous logic.
What is mainstream technology? If a technology or a product does not occupy more than 50% of the market, can it be considered mainstream?
In addition, TOPCon's market share will far exceed 50% in the next five years, and its mainstream status has been recognized by many authoritative third parties. At the same time, the excellent high bifaciality and low irradiation performance of TOPCon modules bring higher power generation. A large amount of measured data shows that TOPCon's comprehensive power generation gain per watt compared to XBC is as high as 3.2%!
In the next five years, the global bifacial module market share will remain at 70%, and the dual advantages of high bifaciality and low radiation of TOPCon modules will bring higher comprehensive value to customers and have more competitive advantages in more than 70% of the application scenarios in the world.
In response to some noise in the market, Zhang Yingbin believes that with the arrival of the TOPCon 2.0 era within five years, Trina Solar's TOPCon battery efficiency will continue to increase by 1%, which means that the product power will increase by at least 30W.
At the same time, because the electrodes of BC batteries are distributed on the back of the battery, it will be extremely difficult to realize perovskite stacking in the future. The combination of TOPCon and perovskite stacking will be the next generation core technology.
Zhang Yingbin finally pointed out that after more than a decade of development in the photovoltaic industry, the core of the iteration of mainstream battery technology has always been passivation technology, not other technologies - this other technology also includes changes in electrode structure.
China's photovoltaic industry needs a real voice! And this is the strongest voice from contemporary Chinese photovoltaic scientists!
Regarding all the insights of the big guys, Gantanhao will launch a blockbuster product soon!