"With the increasing pressure on power station investors to get online at parity, the demand for per kilowatt hour cost is becoming higher and higher. Under the premise of efficient cost reduction, products that do not increase excessive additional costs but can effectively improve the output power are undoubtedly the best solution. At present, "half chip" technology has been widely used, and more and more customers begin to choose half chip components, even double-sided half chip components. According to the international organization itrpv market analysis, in the next few years, half of the components will be released to some extent, which will expand from about 5% in 2018 to about 40% in 2028, with an average annual growth rate of about 10%. "
What are the advantages and features of the half module?
Compared with traditional components, the half cell module mainly shows in three aspects, as shown in the table below. As the internal circuit and internal friction are reduced, the packaging efficiency is improved; the working temperature of the module is reduced, and the hot spot probability is greatly reduced, which improves the reliability and safety of the module. In the aspect of shadow occlusion, due to its unique design, it shows better anti occlusion performance than conventional components.
In the manufacturing process, the additional cost is not much, but the half battery module can increase 5-10 watts (2% - 4%) or even higher than the same version of the module. With the continuous decline of module price, the overall system cost of half battery module is reduced, so the cost performance ratio is higher. More customers are willing to switch to buy half module.
In the beginning of this year, we will start to produce the highest semi power wafer of 39072 for the semi wafer production stage of energy. It is expected that the power will be further improved in the fourth quarter, which can reach 405W of 72 single-crystal chips with conversion efficiency of 20.4%, and the maximum power of 72 half chip modules can reach 360W. Compared with the products of other component enterprises, the data are also very considerable and competitive.
From the price point of view, the director of component production department of Libao Changshu said: "the newly introduced production equipment still adopts fully automatic assembly line, with less human intervention. The power, efficiency and qualification rate of products are more controllable and the loss is smaller. Therefore, the cost will not increase more than that of conventional components, which is very competitive."
Libao energy adjusted the plant planning. The original plan was to expand the production to 1GW in 2020, but now it has gradually accelerated the whole pace. At present, the production capacity has been expanded to 500MW, and two new production lines have been added for the production of half piece components. Recently, the production equipment is being debugged, and the new product is expected to be launched in June.