New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First...

17
New PV Manufacturing 2020: Trends and Challenges July 2020 210+HJT

Transcript of New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First...

Page 1: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

New PV Manufacturing 2020:

Trends and Challenges

July 2020

210+HJT

Page 2: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

New PV Manufacturing 2020: Trends and Challenges

The pandemic is affecting the global economy. Industry competition and changes are becoming more intense

Innovation breakthrough periodPandemic

Industrial concentration

Market decentralisation

Entry of state-owned enterprises

ExpansionIP War

Semiconductors（Automation, Smart Tech）

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￥/Kwh Grid Parity

Phot

ovol

taic

Pion

eer

poly

crys

talli

ne s

ilico

n

Dia

mon

d w

irePE

RC

210

HJT

$/W Subsidy

HBC

Tand

em

lam

inat

ion

210 + HJT technology platform is the fourth major opportunity for development of the photovoltaic industry

New PV Manufacturing 2020: Trends and Challenges

Page 4: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

0

5

10

15

20

25

0 100,000 200,000 300,000 400,000 500,000 600,000

REC FBR

OCI(incl.

OCIMSB)

Wacker(solar grade)

HanwhaChemical

OtherJapanese

REC Siemens

DAQOGCL SiemensTBEA/

Xinte

REC Solar Norway(Elkem)

ChinaSilicon

Tongwe/Yongxiang

Asia Silicon

OtherChinese

REC & YouserJV (FBR)

Variable cost ($/kg)

Dun'An

EastHope

Hemlock

Wacker (Semi-conductorgrade)

GCL FBR

2019 expected output (metric tons)

Weighted average cost: $9.4/kg

2019 demand: 118 - 145 GW

The second opportunity comes from the local commercialisation of polysilicon

New PV Manufacturing 2020: Trends and Challenges

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Polycrystalline silicone Black mc-Si

Monocrystalline silicone Alkaline Texturing

光伏新制造2020：趋势与挑战The third opportunity comes from single crystal diamond wire cutting, PERC technology replacements

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156/158-161/162-166-210: The photovoltaic industry urgently needs a stable-sized platform

300 /1.414 = 212 mm

23/09/200910pm Hamburg GermanyDiscussion with Charlie Gay from the American Academy of Engineering

to determine the final version of components

Central and GCL respond to China's national semiconductor strategy to promote the rapid development of 210mm photovoltaic

products

New PV Manufacturing 2020: Trends and Challenges

Page 7: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

The fourth opportunity is 210 + HJT

HJT/TOPCON

HJT+/HBC

HJT++

New PV Manufacturing 2020: Trends and Challenges

Page 8: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

The core advantage of the Risen heterojunction solar module

Low temperature coefficient

Best bifacial rate

Excellent low-light power generation

High reliability

High power generation

Low electricity cost

Loss > 1/3

+20%

no LID, no PID, relatively tensionless

+8-15%

New PV Manufacturing 2020: Trends and Challenges

Page 9: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

Module PERC Bifacial 390W Bifacial HJT 415WDC capacity 3MW 3MW

DC/AC 1.04 1.04Installation Fixed Fixed

System voltage 1500V 1500VPcs 30 28

Lifetime 30 years 30 years

First year degradation 2.50% 1.0%

Annual degradation 0.50% 0.50%

Power generation（KWh/KW） 1976 2143

Power gain 7.8%

1976,05

2143,22

1800

1900

2000

2100

2200

Perc双面405W HJT双面415W

Simulated power generation (KWh/KW)

PERC HJT

+7.8%

HJT modules are very cost-effective in terms of KWh costs and surface area costs. In the future they will soon be highly cost-effective per watt through rapid improvement of Ag paste, silicon wafers, targets, chemicals.

KWh cost LCOE calculation（Cent/W）

Cost Perc 390W HJT 415W HJT-PERC

Module 0.257 0.3 0.043

BOS 0.250 0.238 -0.012

Total cost 0.507 0.538 0.029

LCOE(cent/KWH) 0.0438 0.0414 -5.5%

LCOE advantage of the Risen heterojunction solar module （-5.5%）

New PV Manufacturing 2020: Trends and Challenges

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210 series manufacturing optimization

Breakthrough（Intellectual property

arrangements） Quality

Crystalpulling

Capacity, attenuation, defectiveness

CCZ、Doping Mechanical stress, attenuation

Cutting sections

Tensionless manufacturing Tensionless cutting Mechanical stress

Cell

Cost, cost, cost0.8 - 0.7 - 0.6

Capacity, capacity, capacity

PECVD、PVDElectric field, flow field,

thermal field design (process + equipment IP)

Obvious advantages

ModuleProduct design Low temperature welding,

MBB, half-cut passivation, test sorting

System Major system design optimisation Large plate, tracks, bifacial Installation test

Heterojunction platform trends and challenges (more essential and critical)

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Heterojunction platform trends and challenges (more essential)

Operating Costs silicon wafer, paste, target materials, chemicals

Equipment investmentCore equipment is PECVD / PVD electric field optimisation

80 (equipment manufacturer) +10 (manufacturer) Patent for process and equipment couplingThree Gorges Capital: Research Report by Mr. Zheng Haijun

Page 12: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

Risen Heterojunction Components: Technical Breakthrough

0.1%

0.3%0.4%

Special cutting

Micro-cutting

Routine cutting

Cutting lossHalf cut + 9BB

50% reduction in Ag paste consumption

A small step for modules, a giant leap for Cells!

paste, silicon wafer, target materials, chemicals

TSMC + AMAT80+10 Ecology

Equipment + process IP9BB

Page 13: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

The “technology and quality management system” is facing

stricter requirements and undergoing comprehensive upgrades

FMEA （Failure Mode and Effect Analysis）

Control Plan

New PV Manufacturing 2020: Trends and Challenges

New product DFMEA creates a "quality upgrade"

Page 14: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

The advantage of Risen heterojunction components – high reliability

Strict DFMEA design aging test carried out for heterojunction product features

-1,20%-1,80%

-0,64%

1,70%

-0,39%

-2,04% -1,91%

-0,16%

-2,50%

-2,00%

-1,50%

-1,00%

-0,50%

0,00%

0,50%

1,00%

1,50%

2,00%

TC600 DH3000 PID500 LID LeTID UV DM+TC+HF Hot spot

HJT component reliability

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210 platform trends and challenges (new ways of thinking)158.75 Product mechanical load test: optimised design for the future, 210 IS FREE

Page 16: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

Speed

Costs（Y/kWh）

Quality（Reliability）

Innovative execution!

Silicon PV

World Solar Congress

Risen is actively cooperating to promote panel discussions

Ecological competition in the new world

New PV Manufacturing 2020: Trends and Challenges

Green Supply Chain Committee of Ministry of Industry and Information Technology

Page 17: New PV Manufacturing 2020: Trends and Challenges · 2 days ago · Lifetime 30 years 30 years First year degradation 2.50% 1.0% Annualdegradation 0.50% 0.50% Powergeneration （KWh/KW）

The Power of Rising Value

Thank you!


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