The more mature solar market, the more complex product portfolio is needed, rather than being integrated. After the introduction of the 531 New Deal, the explosive growth of the solar market will be brought to a slow and steady growth direction. In addition to having a forward-looking thinking, it is more important to have a sound product portfolio and digital energy solutions to survive.
Looking at the development of the module in 2018, multiple technologies and mashups are added to gain efficiency. For example, double-glass double-sided hybrid half-cut cells are designed to increase the maximum power generation efficiency under a given area. The voltage has moved from the earliest 600V to the current 1500V. By increasing the DC side voltage, the number of line losses and power equipment can be reduced, thereby reducing the initial investment cost (CapEx) and increasing the power generation. However, the higher the voltage, the higher the risk. High, so the heart of the solar system: the matching and reliability of the inverter is more important.
The operating temperature range of the general module is -40 ° C ~ 85 ° C, the operating temperature range of the inverter is -25 ° C ~ 60 ° C, the higher the ambient temperature, the temperature rises by 10 ° C, the failure rate of power equipment It will double, how to maintain the output of power generation, the inverter's temperature control and heat sink is the key to the stability of the system. According to the EnergyTrend third-quarter gold supply chain report, the inverters in different regional markets Different preference preferences, like the US prefers centralized inverters, and the rapid development of distributed power plants in the Chinese market has led to the huge growth of string inverters, with Huawei, led by string inverters, becoming Dominate the global inverter faucet.
It is worth noting that in different regional markets, SMA has a certain market share, even in the Japanese market, which is in the high threshold, or in the face of the high cost performance advantage of Chinese brands. The three thrones, revenues are far more than the second place 43%. EnergyTrend analyst Chen Junying pointed out that its success is in addition to a complete product portfolio (from MLPE, O&M to ESS) and overseas layout integrity, SMA is also the first inverter manufacturer to implement Digital Energy Solution in mass production products.
