The first year of heterojunction battery in 2021?

Photovoltaic cells have come to a critical period of technological change. Heterojunction batteries are generally considered to be one of the two most promising battery technologies to replace existing PERC batteries in the future. Recently, at the first 'Sun Valley' Heterojunction International Forum held in Taizhou, industry experts generally believed that the large-scale industrialization of heterojunction batteries is coming. According to Wang Ke, an analyst at Zhongtai Securities, in the component packaging process, the cost of heterojunction batteries is slightly lower than that of current perc batteries. The high cost of heterojunction batteries is important in the battery process. In the end, the cost of heterojunction components is higher than that of perc. The height of the component is about 0.2 yuan/watt. Wang Ke believes that from the perspective of power station revenue, heterojunction batteries have the conditions to replace PERC batteries. According to analysis, from the calculation of power generation gain, from the perspective of module power, HJT modules are 9% higher than PERC modules. The 9% power increase will increase the power generation capacity of the power station by 9%. According to the cost transmission model, the power generation capacity will increase by 9%. Recently, the price of modules has been increased by 21%, and the advantages of heterojunction modules in other power generation performance are added to bring a module premium space of about 0.7 yuan/watt. However, considering that the new technology replaces the old technology, it is necessary to transfer most of the gains to the power station to allow the power station to have large-scale applications. According to relevant historical experience, every 10 watt increase in power corresponds to a premium of 0.1 yuan per watt. At present, the power of 60 heterojunction modules is higher than that of PERC modules by 30W, which brings a premium of 0.3 yuan/watt, which is higher than the cost difference between heterojunction modules and PERC cells. The economic logic for the large-scale expansion of heterojunction battery packs has been established, but the large-scale start-up of the entire industry still requires the verification of industrial projects. On December 15th of this year, the first heterojunction battery of Akcome Technology Changxing Base was rolled off the production line with a power of 24.59%. This battery came from Akcome’s 220MW mass production line, which means Akcome’s heterojunction battery. Have the mass production conditions. 'The roll-out of heterojunction cell tapes (test-processed cells) at Akcome Changxing Base is of iconic significance.' Wang Ke said, 'This year is the first year of heterojunction equipment, and next year is the first year of heterojunction batteries. 'Aikang Technology is the fastest growing manufacturer of heterojunction batteries in China. After the successful trial processing of the Akcome Changxing base, Akcome plans to plan 2GW heterojunction cell lines in Changxing, Zhejiang and Taixing, Jiangsu, respectively, and it is expected to be put into production in 2021. Wang Ke predicts that the domestic output of heterojunction cells will reach 15GW in 2021, expand to 30GW in 2022, and reach 100GW in 2025. From a technical point of view, heterojunction will be the next generation of battery technology. Chen Qilin, deputy general manager of Jiejia Weichuang, said that heterojunction batteries are the engine of ultra-efficient batteries. The future ultra-high-efficiency battery technology will all be built on the basis of heterojunction batteries. It is reported that the current industry hopes to stabilize the mass production efficiency of heterojunction cells at more than 25%, but if the efficiency is to be increased to more than 26%, other technologies must be superimposed on heterojunction. Yi Zhikai, director of the Battery Research Institute of Akcome Technology, said that the investment scale of the 1GW heterojunction battery production line in 2017 is about three times that of PERC batteries. In recent years, the driving force of cost reduction has mainly come from the improvement of the processing efficiency of imported equipment. The next cost reduction will depend on the localization of equipment and materials, as well as the improvement of processing efficiency in the same period. Ideal Wanlihui CMO Hu Hongkui said that the key to reducing the cost of heterojunction technology lies in the localization, standardization, and mass production of equipment, as well as the improvement of the intelligence of the corresponding equipment. In 2020, the domestic production of heterojunction equipment has been achieved in China, and the equipment investment cost has been reduced to about 500 million yuan/GW. It is expected to be reduced to about 450 million yuan next year. With the improvement of equipment intelligence, the efficiency of heterojunction cells can be improved. , It is expected that after the cost of heterojunction equipment is reduced, the average mass production efficiency can exceed 25%. Wang Ke believes that heterojunction technology will bring about tremendous changes in the industrial structure. Because the process, personnel, plant, and equipment of heterojunction batteries are all incompatible with the existing battery lines, the new company will have the advantages of latecomers and will Competitive advantages are formed for companies with a large amount of old battery production burden. 'It is as if PERC battery technology has become mainstream and has led to the rise of Aixu and Tongwei.' Statement: Some pictures and content of articles published on this site are from the Internet, if any Infringement, please contact to delete the previous article: Tesla battery costs may drop to 50-55 US dollars/kWh in the future