A new generation of photovoltaic technology route: BC battery industry chain panorama
time：2024-02-29 16:29:25 views：0

　　Introductory speech：

　　In order to be able to better BC cells, the full name is "full back electrode contact (full back electrode contact) crystalline silicon photovoltaic cells", is a solar cell technology. BC cells use a different design from traditional crystalline silicon photovoltaic cells, its electrodes are located on the opposite side of the cell (back), which means that the front is fully exposed to sunlight, improving the efficiency of light absorption. This design can also reduce the path of current transmission, reduce resistance, and improve the performance of the battery.

　　With the shortening of the BC battery process and the breakthrough of key manufacturing technologies, the mass production process will accelerate, and the XBC battery combined with other battery technologies has obvious efficiency advantages, and has obvious appearance advantages, the future BC battery or become one of the next generation of mainstream photovoltaic cell routes.

　　BC battery technology features：

　　The BC cell structure is based on N-type silicon wafer, and there is no gate line on the front, which eliminates the blackout loss of the gate line electrode in the traditional photovoltaic cell.

　　01、Strong differentiation:

　　Longi Green Energy adopts cost-effective HPBC technology, and Aixu shares adopt ultra-efficient ABC technology.

　　02、The efficiency advantage is obvious:

　　The component efficiency of Aixu shares is 24%, and Longi Green Energy HPBC products reach 23.2%, higher than HJT's 23% and TOPCon's 22.5%.

　　It is expected to achieve economic reverse: HPBC and ABC are expected to level the mass production cost of TOPCon and PERC by virtue of their respective cost reduction paths, and achieve economic reverse by virtue of efficiency advantages.

　　BC capacity expansion

　　BC production capacity is expected to accelerate the expansion, driving the release of incremental demand for laser, string welding machines and other equipment

　　01、BC Equipment

　　At present, Longi Green Energy has basically overcome the process difficulties of PN junction isolation and battery series, and the existing capacity of about 30GWHPBC continues to climb; The 50GW of Xixian, 12GW of Tongchuan and 20GW of Xi 'an pending construction projects are planned to be completed and put into operation one after another in 2024-26, with a high probability of BC technology. Aixu Shares currently have 10GWABC battery module production capacity, and plans to build 15GW of Yiwu and 10GWABC of Jinan battery module production capacity in 2024.

　　With the accelerated expansion of BC battery module capacity, related equipment suppliers are expected to be the first to benefit. From the perspective of value increment, PN junction opening film isolation needs to increase 2-3 laser process applications, and it is estimated that the value of P-type BC battery production line corresponding to laser equipment reaches 20-30 million yuan /GW, and N-type BC battery has higher demand for laser equipment. If the electroplating laser graphics process is used, the corresponding laser equipment demand will be further increased. In addition, in the series welding process, BC batteries are generally welded separately in pairs, which is different from the current series welding process, and will also bring higher precision requirements of the series welding machine.

　　02、BC equipment manufacturer -- ChinTiyan New Energy(Hubei）Co.，Ltd

　　ChinTiyan New Energy(Hubei）Co.，Ltd . is a high-tech company in the new energy industry, located in the beautiful river city of Wuhan. Relying on the technical and talent support of Wuhan University and Hubei University of Technology, the company focuses on the research and development, production and sales of photovoltaic module equipment and the two main businesses of distributed photovoltaic power station investment, construction and operation and maintenance. The company's team has been deeply engaged in the photovoltaic industry for more than ten years, with 10,000 production bases in Wuhan, Hubei and Changzhou, Jiangsu, and a complete sales and service network at home and abroad, which can provide global customers with a number of professional services such as orientation research and development and customization of photovoltaic module equipment, turnkey project of photovoltaic module production line, and photovoltaic power station investment, construction and operation and maintenance.

　　The company adheres to the enterprise spirit of "Chinese standard, steady and honest, holding science and technology, Heaven rewards the diligent", helps the national "double carbon goal" to achieve, and injects green technology momentum into the development of global new energy.