Product Specifications

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Product Description

The era of module 600W is coming, and the 12-inch large silicon wafer M12 series. Increasing the area of a single silicon wafer is a general trend. By increasing the effective light receiving area of the battery to increase module efficiency and power, save costs such as land and construction, and effectively increase the production capacity of silicon wafer companies, thereby reducing costs and ultimately achieving the optimal LCOE cost.

M12 large size silicon wafer, 210mm side length, 295mm diagonal, compared with M2 silicon wafer surface area increased by 80.5%. Significantly reduce the BOS (Initial Investment Cost) and LCOE of photovoltaic power plants, while helping manufacturing companies to obtain higher returns, it also enables smooth implementation of parity and bidding projects in more regions, effectively promoting the further development of the global photovoltaic market.

For the same 144 half-piece (72 cut in half) modules, the battery is calculated at 22.25%. The M12 P type PERC 60-half-piece module has 200W higher power than the M2 72-half-piece module, and the module conversion efficiency is 0.91% higher, reaching 20% or more. High-efficiency battery, power can break through 610W, step into the 6.0 era.

The single crystal 210 silicon chip, the comprehensive arrival of affordable Internet access, forced customers to choose the product with the lowest cost of electricity. According to the latest policy, China may stop subsidizing in 2020, that is, from this year, it will enter the era of full parity Internet access. In this context, if the product cannot be accessed online at parity, it means that there is no market at all. From the perspective of component manufacturers, Quite simply, which product can achieve parity on the Internet, you can choose which one. The unit cost of 210 modules is more than 6% lower than that of 166 modules. It is the component with the lowest cost of electricity among all current products, and it is also the component that achieves parity on the Internet. From a component perspective, whoever grabs 210 production capacity can survive in the future market, otherwise it can only be eliminated ruthlessly by the market. In the era of parity on the Internet, no power station will trade at a loss, and the production capacity of 210 cannot meet the market demand. At this time, whoever moves quickly will be able to obtain 210 product protection. The reason is very simple. It's speed.

Systematic advantage. The conversion rate of 210 components is 0.4% higher than the conversion rate of 166 components. What causes this? We compare the 5 * 10 module of 210 with the 6 * 12 module of 166. The area of the two is similar, but in terms of the number of battery chips, there are only 50 modules of 210 and 72 of 166. In simple terms, the 210 needs to reduce 22 weldings. Belt, which reduces the shading area. It is this reduced shading area that makes the 210 module have 0.4% more efficiency. When converted into final power, it is a gap of 8-9W, which is almost the gap between two generations, and this The systemic gap, 166, can never be filled, it is a congenital defect.

210 is fully compatible with future photovoltaic technology. Whether it is N-type battery technology or superimposed with perovskite, it will be the 210 standard in the future. The 210 production line invested now does not have the risk of being eliminated, and the 166 production line invested is destined to be a transitional technology. It was eliminated in a few years. Investors are unwilling to take this risk. Now that future risks have been eliminated, there are no concerns about investment. The sooner you invest, the more you can enjoy the initial premium.

The advancement speed of 210 is much faster than expected, and the shipment of 210 silicon wafers will greatly exceed expectations this year, and will exceed 20GW. The new capacity will mainly come from JDSOLAR's 210 ingot single crystal silicon wafers, which will be released in the second quarter. Official shipment, pricing will refer to JDSOLAR's 210 silicon wafers. And next year, 210 silicon wafers will occupy about 50% of the entire market, and the remaining shares will be 166 and 158.75 silicon wafers. In the second half of 2022, by the end of the year, 210 silicon wafers will rule the rivers and lakes, and other sizes of silicon wafers will be completely disappear.

Analysis of Three Mechanisms of Large Silicon Wafer Cost Savings

I. Cost savings from "flux value"

Among the cost-saving mechanisms brought by large silicon wafers and large components, "flux value" is the best understood category, and it is also the most mentioned category in the promotion of large silicon wafers. The so-called "flux value" refers to the mechanism that large silicon wafers bring about increased capacity without the need to increase equipment, labor and management costs, thereby reducing the cost of a single tile. Specific industry links that can reflect the value of flux are:

1. Wafer manufacturing: We take M2 wafer upgrade to M6 as an example. M6 has just been introduced into actual mass production. I understand that the capacity of a single furnace is the same as that of M2 production, but M6 has more room for optimization. The number of crystals grown per unit time will be more. After the mass production is optimized in the future, without increasing the number of personnel and equipment, the production of M6 will increase the production capacity by up to 7%, which means that manpower, depreciation, and three The cost has the potential to be reduced by up to 7%. Mao estimates that the introduction of M6 size in the silicon link can ultimately reduce the cost of the silicon single watt by 1.6 points.

2. Manufacturing of battery cells: The production of battery cells is calculated according to the cycle. For example, the capacity of the latest generation battery production line is 5500 units / hour; if the production cycle is changed from production M2 to production M6 and the production cycle remains unchanged, the area of the silicon wafer becomes larger. The 12.2% means that the production capacity has also increased to 12.2%, and the manpower and depreciation required in the process will not change significantly. This improvement in the battery chip industry will reduce the "single watt" cost by 1 cent.

3. Component packaging link: The component packaging link also has the effect of flux value. For example, EL and power test instruments are calculated according to the beat. The time and manpower required to test a component is the same regardless of the size of the component. However, the investment cost of the module link is low, the depreciation consumption is small, and the flux value is not obvious in the module link. It is calculated that the cost saved in the module link through the flux value is only 0.4 cents.

4. Summary: Large silicon wafers increase the capacity of existing equipment without increasing equipment and manpower consumption, thereby reducing the amortization of single-watt modules: labor, depreciation, and three costs. This cost saving mechanism obviously benefits those industrial sectors with high investment costs and large capacity depreciation, which is why the cost savings of the silicon wafer and battery sectors are significantly greater than the component sectors.

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