The development of the photovoltaic industry is a process of continuously pursuing the lowest electricity cost. Now standing at the door of the era of parity, cost reduction and efficiency increase are even more important. There are two ways for photovoltaic companies to seek cost reduction and efficiency increase. One is to continuously improve the unit power generation efficiency of batteries and modules and increase power generation capacity; the other is to continuously expand the area of ​​silicon wafers to dilute the unit production cost and thus achieve cost reduction. purpose.

Since the launch of 166mm silicon wafers by LONGi in 2019, it seems that the update of the silicon technology has been pressed the “acceleration key”. In the same year, Zhonghuan launched 210mm silicon wafers. In 2020, LONGi launched 182mm again. 182mm, 210mm… The technical pattern of coexistence of multiple specifications has already formed in the photovoltaic silicon wafer market.

Based on the linkage of the industry chain, the large size of silicon wafers will undoubtedly be transmitted to the component end, and a new debate has emerged in the component market-ultra-high power components, who is the product that truly meets the development of the photovoltaic industry.

This debate is still dominated by 166 components and 210 components in 2019, and has now risen to the confrontation between 182 components and 210 components.

Since the beginning of 2020, component companies have made great efforts in product research and development in the industry. Whether it is the Dongfang Risheng, Trina Solar, or the 182-supporting Longji, Jinko, and Jingao, they have strongly launched large-scale new products. . For 182 modules and 210 modules, which is more suitable for the development of the photovoltaic industry, we must consider from multiple perspectives.

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First of all, from the product point of view, in addition to Jinko’s shingle technology, companies in the 182 camp currently use welding technology. Taking Longji’s new HiMO5 as an example, it uses intelligent welding technology and uses integrated segmented welding tape to weld the triangle. The combination of the ribbon and the flat solder strip reduces the distance between the cells while achieving maximum utilization of light. According to the relevant tests of LONGi, the integrated efficiency of LONGi segmented welding ribbon can be improved by 0.3% compared with conventional flat welding ribbon and round welding ribbon.

In terms of cutting technology, 182 components mostly use half-chip technology, and 210 components mainly use three-segment technology, which divides the battery into two and three. According to industry insiders, half-slice technology can reduce laser slicing loss and reduce the risk of current adaptation. Three-segmentation increases the probability of battery fragmentation and the efficiency loss of the cutting surface. Trina Solar uses non-destructive cutting technology to avoid laser loss.

From an industry perspective, unlike the semiconductor industry, the increase in the size of photovoltaic silicon and cells will lead to huge changes in component design and system design. With the advancement of the photovoltaic industry, the current cost of solar cells only accounts for 7% of the cost of the system. Simply considering the cost of silicon wafers and solar cells is not enough to meet the cost reduction of the photovoltaic industry. The matching and coordination of the entire industry chain can achieve the overall system efficiency. Promote.

In this regard, Longji said that the maturity of component production equipment, the supply capacity of glass and other raw materials, the reliability of the component itself, the feasibility of system-side equipment matching, and the boundary conditions such as component transportation and installation need to be taken into account. Is the most critical factor.

At present, the industry’s debate on 182 components and 210 components is largely focused on the transportation link, that is, the size of the components and the fit of the container.

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The height of the international container door is 2570mm. Considering the current two-tier design and the reserved space of the forklift when packing the components, the width of the large-sized components should be within 1130mm. Therefore, the optimal size of the components is 6 columns and 182. specification. At the beginning of the introduction of the 210 module, the focus was more on improving the efficiency of the module, and less consideration was given to the subsequent module transportation and installation. This is also an important reason why the 210 module is currently controversial.

In terms of photovoltaic inverter matching, Longji said that the application scenario of 182 components lies in very large ground power stations, and the access current is 12.97A. At present, the current of PV inverter accessable components has increased from 13A to 15A. Access is completely possible.

In summary, Longji believes that the 182mm+half-chip+6×12 version is the best choice for the most stable and mass-produced ultra-high power components.

According to Longji’s capacity planning, 182 modules will enter mass production in the third quarter of this year, and the capacity will reach 12GW by the end of 2020. Longji said that for the current photovoltaic market, M6 will still be the mainstream of the market. Longji Hi-MO4 is a general-purpose product. The 60- and 72-chip version designs can fully meet the needs of distributed and centralized power plants in the next 1-2 years. The Hi-MO5 based on Hi-MO4 has improved the efficiency of the module itself and saved BOS costs. For the new production line of the enterprise, it is undoubtedly the best choice. Hi-MO 5 and Hi-MO 4 are not alternatives. Relationship, the two will coexist for a long time in the future.