The solar energy industry deducts the "theory of evolution"
it is indeed an ideal life to have electricity where there is sunshine
since the outbreak of the financial crisis, the price of crystalline silicon solar cells has plummeted all the way. I wonder whether the holders of the shares of listed solar companies feel the heat of being baked by the sun
however, for investors, the current situation of the market can't be described as the recovery of the international market, because the crisis also means opportunities, and those enterprises with long-term vision and trying to further expand the entire industry will make full use of this opportunityAs we all know, there is a Moore's law in the semiconductor industry, that is, with the increasingly powerful functions of chips, chip prices will continue to fall. If the prospects of the solar industry are the same, enterprises should seize this opportunity to update their products
on August 25, in the production workshop of ENN photovoltaic energy Co., Ltd., we saw the silicon-based thin-film solar cells born in the "severe winter" of solar cells, which is the first super large 5.7? Double junction silicon-based thin-film solar panels are also the largest area of solar panels in the world today. We also saw the semi transparent BIPV cell module independently developed by the company. Behind the battery is the world's leading battery production line and the rich experience and continuous technological innovation ability of the core technology R & D team led by the team of returned scientists
SUN Haiyan, general manager of technology marketing in Asia of Oerlikon solar energy division, predicted in December 2008 that China has a relatively rich raw material (glass) market and talent reserve, and China will become the "world factory" of thin-film solar cells. Sun Haiyan also believes that the global solar photovoltaic market will expand from $1billion in 2000 to $150billion in 2015, and the market share of thin-film batteries may rise from 2% to 52%, becoming the mainstream
perhaps, ENN has successfully applied this Moore's law in the semiconductor industry this time. Interestingly, most of the returnees who lead ENN's silicon-based thin-film solar cell projects are from semiconductor majors
it is noted that since July 2008, Lenovo, Intel and International Finance Corporation (IFC) have successively invested in the thin-film solar cell industry. This series of actions convey a signal that, following the investment boom in crystalline silicon batteries, thin-film batteries may become a new flashpoint in the solar energy industry
in a sense, venture capital is smelling the breath of industry changes from the layout changes of major mainstream factories. After suffering from the shortage of upstream silicon supply, the development of crystalline silicon cells, the world's major photovoltaic cell manufacturers have increased their investment in thin-film photovoltaic cells
cost advantage reappears "winding roads lead to secluded places"
in November 2007, the signing ceremony for the cooperation between ENN group and the silicon-based thin film solar cell project of American applied materials company was held in Shijiazhuang. This project is located in Langfang Economic and Technological Development Zone and is used to produce silicon-based thin-film solar cells. The technical content of the products has reached the international forefront and filled the domestic gap. About 20% of the box corrugated paper of ENN group flows abroad with exports. The production line introduced from American applied materials company is a full set of automatic production line of 8.5 generation SunFab thin film solar cells, which is the world's leading level. It produces super large 5.7 square meters of solar panels, which are mainly used in the application market of low-cost and high-performance solar cell modules. This technology can greatly reduce the production cost of solar cells and improve the photoelectric conversion rate. The total investment of the whole project is planned to be 14billion yuan, which will be constructed in three phases, and the total production capacity will reach more than 500 MW
according to Dr. Li Hongwen, deputy general manager of ENN photovoltaic energy Co., Ltd., the technical scheme of thin-film solar cell modules adopts amorphous silicon and microcrystalline silicon laminated film technology to provide key process steps for thin-film cell manufacturing, including conductive glass (TCO) processing, laser scribing, PECVD deposition and so on
thin film battery has a history of more than 30 years, but due to its low photoelectric conversion efficiency and high attenuation rate (photoinduced decay rate), it has not attracted enough attention in the industry in recent years, and its market share is very low. In the past, the conversion efficiency of amorphous silicon thin-film solar cells was only about 5%, and there were problems in packaging technology, so the cost advantage of thin-film cells could not be shown. From the laboratory data, thin-film batteries are far behind other products. However, this situation has changed. With the continuous progress of technology, the photoelectric conversion efficiency is now about 30% - 40% higher than that two years ago, and the maximum has reached more than 10%. Laboratory data show that there is room for further improvement in the conversion rate of thin-film batteries in the future, and the cost can be reduced by 50%
Li Hongwen told that thin-film solar cells have good power generation performance in weak light and high temperature, and can still generate electricity even in sunny weather and high-temperature environment such as overcast and rainy weather. Therefore, the power generation of thin-film battery is higher than that of crystalline silicon battery. Under the same power, the annual power generation of thin-film battery is more than 10% higher than that of crystalline silicon battery. In addition, the working voltage of the battery board is high, and the requirements for process control are high, which can reduce the transmission loss, and the installation cost of the full-size battery board can be reduced by 20%. The conversion efficiency of ENN photovoltaic double junction silicon-based thin-film solar cells has reached more than 8%, which is a higher level among similar products that have been mass produced in the world. This product is suitable for large-scale power stations, urban BIPV (photovoltaic building integration), electric vehicle charging stations and wind solar complementary power stations, and has a wide range of applications, especially in large-scale power station applications. 5.7? The extra large size of the battery module can greatly reduce the installation cost of the battery module, thereby reducing the power generation cost of the system
Li Hongwen also said that China has the advantage of entering the thin-film solar cell industry. In terms of the cost structure of thin-film solar cells, glass materials account for about 40% of the raw materials, while the domestic production of glass is the largest in the world, and the price of raw materials is relatively low. At the same time, China has rich talent reserves, which come from the semiconductor, FPD and electronic industries
technology creates "two ends in one" for Wang.
as for why we choose the thin-film battery industry, Dr. Wan Kejia, general manager of ENN photovoltaic energy Co., Ltd., said: Based on the various advantages and long-term strategic considerations of thin-film batteries, rather than short-term benefits. Despite its cost and price advantages, ENN does not intend to limit itself to the level of battery suppliers and sell products only, but is positioned to be a system integration service provider and a large-scale photovoltaic power station system. Wankejia stressed: "China is always introducing foreign technology and production lines, but now, what we most want to do is to sell our technology to foreigners."
in 2007, the growth rate of global thin-film solar cell production continued to exceed that of the overall industry. In 2007, the output of thin-film solar cells reached 400MW, a significant increase of 120% compared with 181mw in 2006. In 2007, the market share of thin-film solar cells increased from 8.2% in 2006 to 12% in 2007, and in 2008, it has reached 15%~20%. It can be seen that there is a large space among them
Vanke home also said in an interview that ENN group has developed the solar photovoltaic industry as the group's strategic industry and is already negotiating strategic cooperation with relevant upstream and downstream enterprises, and its future development will also be arranged according to the situation of the capital market
in addition to the roof photovoltaic system, thin-film solar cells can also replace the glass curtain wall of high-rise buildings. The integration of photovoltaic and building can make thin-film solar cells have a variety of applications in buildings. The whole wall or roof of the building can become a power station and generate sufficient power
in March this year, the Ministry of Finance and the Ministry of housing and urban rural development issued the implementation opinions on accelerating the application of solar photovoltaic buildings and the Interim Measures for the administration of financial subsidies for the application of solar photovoltaic buildings, which supported and encouraged the application of solar photovoltaic in the field of urban and rural construction, and clarified the relevant requirements and subsidy standards. Once this policy was introduced, it attracted extensive attention inside and outside the industry, and the translucent BIPV module produced by ENN photovoltaic just caters to the application in the construction field
in addition to the 5.7 oversized panels, another highlight of ENN photovoltaic products is the light transmitting BIPV module. In the ENN Photovoltaic Exhibition Hall, the light transmittance of the light transmitting module is 40%. Through the panels, the back picture is clearly visible. This light transmission component can be combined with the building to replace the glass or curtain wall on the building, so as to achieve the effect of environmental protection, energy conservation and beauty. Its light transmission can also be designed according to the needs of the building
"two ends out" is a fatal defect in the development of China's solar photovoltaic industry. The high demand in the international market has made China's solar photovoltaic enterprises. However, due to the contraction of the international market caused by the international financial crisis, Chinese enterprises have suffered an almost devastating blow. It can be said that "success is also photovoltaic, failure is also photovoltaic". The introduction of the solar roof plan and the launch of the golden sun project are a timely help to China's solar photovoltaic industry. Although these policies still need process and time to be effective, they have reflected the determination of the country to speed up the development of new energy industries such as solar energy, and have greatly boosted the confidence of solar photovoltaic enterprises
wankejia said that no matter how strong the preferential policies are, it shows at least one attitude, that is, the government supports the solar energy industry, which eliminates some uncertainties for enterprises, is a confidence encouragement, and also enhances the determination of enterprises to increase R & D investment
although China's solar photovoltaic industry has achieved rapid growth, it is still in the primary stage of development from the overall level. It must turn around and become "two ends in one". Although this is not easy, it must be done, otherwise the fate is in the hands of others, and the industry will not last long. The importance of policy support is self-evident. However, wankejia also stressed that as an industry, in order to achieve sustainable development, policy support is only the external cause of development. Ultimately, enterprises should rely on continuous innovation, breakthrough in new technologies and processes, reduce costs and improve quality, so as to enhance the competitiveness of the industry and enhance the vitality of the industry
only time and practice can tell us whether the rapid development of photovoltaic cell technology is product upgrading or industry "evolution"