"TOPCon, HIJ and IBC seem to directly point to semiconductors, but they are closely related to crystalline silicon solar cells... Promoting the industrialization of perovskite and laminated cell modul

"TOPCon, HIJ and IBC seem to directly point to semiconductors, but they are closely related to crystalline silicon solar cells... Promoting the industrialization of perovskite and laminated cell module technology is an important link in the green and low-carbon innovative development of power equipment."

1. Photovoltaic power generation industry chain

Upstream link - silicon chip, silver paste, photovoltaic film, photovoltaic glass

·Silicon chip: photoelectric conversion material of solar cell;

·Silver paste: conductive material (affecting photoelectric conversion efficiency);

·Photovoltaic film: with high light transmittance, low haze, high brightness and other properties;

·Photovoltaic glass: an important material for packaging photovoltaic modules.

Midstream link - solar cells, solar modules, solar inverters

·Solar cells: PERC technology, TOPCon, HJT;

·Solar modules: photovoltaic glass, EVA adhesive film, and solar cells;

·Solar inverter: mainly used to realize the form conversion of electric energy.

Downstream link - centralized photovoltaic power generation system, distributed photovoltaic power generation system.

2. Crystalline silicon solar cells and their substitutes

From the perspective of materials, the types of solar cells can be divided into monocrystalline silicon solar cells, polycrystalline silicon thin film solar cells, amorphous silicon thin film solar cells, multi-component compound films (arsenic II-V compounds, cadmium sulfide, cadmium sulfide and copper Gu selenium thin film cells, etc.), polymer multilayer modified electrode type cells, nanocrystalline chemical solar cells, etc.

The efficiency improvement and cost reduction of solar cells are two main factors to be considered in their preparation. Due to the special characteristics of materials, it is difficult to further improve the conversion efficiency of silicon solar cells. Therefore, the most important thing in the development path is to start with materials or technologies to solve this market problem.

3. TOPCon battery: new technology?

A stock trading software was newly launched on July 25 this year."TOPCon battery", which was announced as early as the SNEC exhibition in 2019, has attracted much attention from the industry.

TOPCon technology is to prepare an ultra-thin tunneling oxide layer and a highly doped polycrystalline silicon layer on the back of the battery, which together form a passive contact structure. The structure can prevent minority carrier hole recombination and improve the open circuit voltage and short circuit current of the battery.

According to theoretical calculation, the potential efficiency of passive contact solar cells (28.7%) is the closest to the theoretical limit efficiency of crystalline silicon solar cells (29.43%). Therefore, there is a huge space for improving the efficiency of TOPCon cells, which has broad prospects for development.

By using PERC technology to improve the conversion efficiency of solar cells, it is expected to achieve green, low-carbon and efficient utilization of power equipment and achieve efficiency.

On August 24 this year, the Ministry of Industry and Information and other five departments jointly issued an action plan to accelerate the green and low-carbon innovative development of electric equipment. Its main objectives are to significantly improve the supply structure of electric power equipment in 5-8 years; The transmission and distribution efficiency of the power grid has been significantly improved. The vice president of Mingyang Smart also proposed in the "2022 Carbon Neutral and Zero Carbon China Summit and the Fifth China Energy Investment International Forum" that in the future, power transmission and distribution should strive to be allocated by the park as a unit.

4. TOPCon battery: key direction of development and application

According to the ten major areas of green and low-carbon development of electric equipment, solar equipment should focus on the development of efficient and low-cost photovoltaic cell technology. It is committed to developing integrated operation and maintenance technology and intelligent photovoltaic management system based on 5G, advanced computing, artificial intelligence and other new generation information technologies.

According to the key directions of promotion and application in ten major fields of electric equipment, solar equipment should continue to promote the industrialization of crystalline silicon solar cell technologies such as TOPCon, HJT, IBC, perovskite, and laminated cell module technologies, while strengthening the research and application of new efficient low-cost photovoltaic cell technologies, as well as the pilot demonstration and industrial application of intelligent photovoltaic.