Analysis of cost reduction of the hottest high-eff

Analysis of cost reduction of high-efficiency batteries

on July 4, 2012, according to the latest quarterly report of NPD Solarbuzz photovoltaic equipment, cost reduction is still the primary choice for major crystalline silicon photovoltaic manufacturers in 2012

on July 4, 2012, according to the latest quarterly report of NPD Solarbuzz photovoltaic equipment, cost reduction is still the primary choice for major crystalline silicon photovoltaic manufacturers in 2012

in the past few years, three factors affecting the cost per watt of major crystalline silicon photovoltaic manufacturers are: average silicon material cost, non silicon processing cost, and cell efficiency or module power. Although the cost of these three elements can be reduced by adopting different strategies and roadmaps, as the average selling price of polysilicon has fallen to the recent low level of US $per kilogram, the contribution of the decline in the cost of silicon material is far more than the other two elements

in fact, some crystalline silicon manufacturers with the leading cost per watt in the industry in the second half of 2011 mainly benefited from the decline in the average price of polysilicon. The favorable opportunity to enter the photovoltaic market is sometimes even more important than any smart company strategy. For example, some companies that entered the photovoltaic industry from 2010 to 2011 (with a large amount of purchasing power) can take advantage of flexible short-term and spot polysilicon prices, thus immediately gaining a cost advantage over existing competitors, who are hurt by the long-term polysilicon contracts left over by history

comparison of benefits of improving battery efficiency and reducing non silicon costs normalized replacement competitive ranking of polysilicon average selling price

in addition to some manufacturers who are too idealistic and integrated from polysilicon to components, the polysilicon purchase prices of major Chinese first-line silicon manufacturers (from silicon ingots to components) are getting closer and closer, and the cost of silicon material will become a relatively minor difference between these manufacturers

now cost reduction can no longer rely on the decline of the average selling price of polysilicon. Although some voices believe that polysilicon prices will rebound, it is worth noting that those who advocate that prices will rise are often the beneficiaries of price increases

under the current market environment, it is difficult to see the rebound of the average selling price of polysilicon. One extreme situation is that the short-term weakness of the market has led to a long-term oversupply of polysilicon; Another situation is that the emergence of such errors in the new market that does not rely on government subsidies has a relatively small impact on the measurement of large load, and the demand appears. The strong growth of the market or the elasticity of demand causes the lower laymen of the average selling price in the value chain to see no good or bad slowdown

the concept of high-efficiency battery still faces challenges

each manufacturer that then evaluates its brightness changes has its own roadmap of crystalline silicon battery. However, it is not clear how many of these concepts can be used in mass production. So far, there is only limited data to support the timetable for implementing these roadmaps or the required process changes

in fact, the current roadmap is not much different from that advocated 20 years ago: selective emitters, wrap through back contact batteries, cross back junction batteries, etc. Even the new process changes are also a challenge: changing the substrate from p-type to n-type, back passivation, electroplating, ion implantation, etc