Review 2017, diamond wire, black silicon, N-type battery, PERC and other technologies are maturing, PV demand market shift to efficient, cost-effective products is the trend of the times, the fierce market competition will force technological advances.
Faced with the photovoltaic industry's goal of achieving parity in 2020, many people are paying attention to the cost of components and their potential for descending is deeply tapped. The widely-discussed monocrystalline and polycrystalline materials also experienced different trends this year. With the announcement of the third batch of 'Top Runners' standards and bases, the policy is no longer to tilt single crystal, and polycrystalline diamond wire transformation is accelerating, single poly back to the same starting line in the slice.
▷ black silicon technology is a cost-effective weapon ◁
In the past year, the research and development of polycrystalline routes has mainly focused on the surface texturing technology. Important progress has been made in three technical routes including additive texturing, wet black silicon and dry black silicon.
Wan Yuepeng, chief technology officer of GCL-Poly believes that for the moment, wet black silicon is the most cost-effective, the most promising market. This type of silicon has a perfect battery appearance, high quality trapping performance, higher Conversion efficiency, the price is also cheaper.According to statistics, the end of 2017 wet black silicon equipment has more than 100 units, production capacity of more than 10 GW.
'A few years ago, the main direction of efficient polycrystalline technology is the body material efficiency around the crystal structure, and the last year is based on black silicon technology, represented by the silicon surface efficiency, the next stage will be around more Crystal PERC battery efficiency. 'Wan Yuepeng said so.
At the Wuxi New Energy Expo in November, GCL-Poly released the latest generation of 'TS + black silicon', which achieves an efficiency gain of up to 5 watts compared to the mainstream polycrystalline components on the market today Above the component power of 275 W. According to the current component price calculation, the black silicon components have a gain of 0.05 yuan / watt, while the cost increased only 0.02 yuan / watt, the price advantage obvious.
▷ diamond wire cutting polycrystalline advantage show ◁
Wan Yuepeng said that the breakthrough of black silicon technology, domestic diamond machine transformation, low-cost diamond wire is the diamond polycrystalline silicon wafer to be rapidly promoted this year, the three most important factor.
In order to reduce the cost, the polycrystalline diamond wire is an inevitable trend of cutting polycrystalline, large-scale promotion will once again widen the cost of polycrystalline and single-crystal silicon side of the gap.
In 2016, Monocrystalline took the lead in promoting the diamond wire cutting, bringing the market share growth.With the full promotion of single crystal diamond wire cutting, the application of polycrystalline diamond wire cutting becomes more urgent.However, it is generally believed in the industry, Diamond cut polycrystalline face is facing the problem of high fragment rate.
'Poly GCL Diamond Modification Machine A film yield over 92%, fully beyond the dedicated machine, with the gradual optimization of technology, there is room for further improvement in the future.' Wan Yuepeng said that with Poly GCL and other polycrystalline manufacturers Gradually overcome the diamond wire polycrystalline machine transformation problems, diamond wire cutting will bring greater advantages for the polycrystalline. The future decline in wafer costs depends on the reduction of wire diameter and the thickness of the silicon.
It is understood that diamond wire costs accounted for 17% of the total cost of the wafer, the general amount of polycrystalline diamond wire cut popularity, the diamond wire supply in short supply price is expected in the first half of next year after the release of new capacity of major manufacturers down, will further reduce the Diamond Line cost. Since this year, GCL Xin Diamond cut polycrystalline transformation more than expected, November diamond wire products accounted for more than 90%, the remaining B5 transformation of the machine has been a breakthrough technology is expected to be completed by the end of the transformation, and the current Diamond Line multi-chip is still hard to find.
In the future, polycrystalline technology still has a lot of room for improvement. It will focus on reducing crystal defects, optimizing ingot single crystal technology, improving black silicon efficiency, reducing ingot hard dots, optimizing diamond dicing, thinning and large The size of the silicon and so on.
It is reported that GCL-Poly next year will be fully upgraded G8 ingot furnace, and accelerate the growth rate of the crystal, can increase the ingot production capacity of more than 30%, and optimize the crystal structure through the thermal field transformation to further improve efficiency.
From the market situation, the third batch of leader in the project is no longer single-crystal preferential treatment, accounting for 80% of the market share of polycrystalline network is still the main force of cheap online.In the future, the market share and trend of polycrystalline and single crystal, Will be more to the market to decide.
