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Unifying the size of silicon wafers will benefit the future development of China's photovoltaic industry
2023/9/4
Recently, the official WeChat official account of Longji Lvneng tweeted that after comprehensive and full communication and evaluation, six photovoltaic enterprises, namely, CSI, Dongfang Risheng, Longji, Tongwei, Yidao, and Chint Xinneng, reached a consensus on the standardized size of 191. Xmm rectangular silicon wafers used in version 72.
The chaotic size of silicon wafers has always been a challenge for the photovoltaic industry. After this initiative was proposed, industry insiders unanimously believe that it will bring significant benefits to the development of the photovoltaic industry.
Chaotic size of silicon wafer market
The debate over the size of silicon wafers has a long history. According to Peng Peng, Secretary General of the China New Energy Power Investment and Financing Alliance, "In the early years, the market for silicon wafers was mainly square and relatively single. With the increasing demand for cost reduction and efficiency improvement, in 2022, leading enterprises launched rectangular silicon wafers that can make more full use of silicon materials, and the silicon wafer market began to have chaotic size standards and inconsistent specifications
The chaotic size of silicon wafers in the market is also due to different processes of enterprises themselves, "explained Fang Wen, an analyst in the photovoltaic industry chain of Longzhong Information, to reporters." For example, the size of the cutting equipment for slicing after the crystallization process and considerations for cost control will all affect the size of silicon wafers
At the same time, the size of silicon wafers is often determined by downstream components. Especially for integrated enterprises, silicon wafers will be adjusted in size based on downstream component requirements. For example, the size of the components will be calculated backwards based on power generation efficiency, and then the components will determine what size of silicon wafers are needed, "said Fang Wenzheng.
Previously, photovoltaic modules also had varying standards, further exacerbating the confusion in the size of silicon wafers. For example, in March 2022, Longji and Trina Solar released white papers on the 182 and 210 photovoltaic modules, focusing on which size standard of silicon wafers has a greater power generation advantage. They reached two completely opposite conclusions: Longji believes that the 182 module has a significant power generation performance advantage compared to ultra high current modules in general; Trina Solar believes that the 210 Supreme Assembly will have an overall advantage in power generation performance due to its excellent low irradiation performance.
Unified timing is ripe
The photovoltaic industry aims to achieve dimensional standardization, mainly focusing on both silicon wafers and components. Fang Wenzheng said, "After the silicon material is melted and crystallized, it forms a silicon wafer. The size of the silicon wafer determines the thickness of the battery cell, and the thickness of the battery cell determines the size of the battery cell, thereby determining the size of the final component product
The unified size of downstream components has provided a basic condition for the standardization of silicon wafers. It is reported that on July 7th, nine component companies, including Longji and Trina Solar, announced at the same time that after thorough communication, the new generation rectangular silicon wafer mid size 238Xmm × Consensus reached on standardized dimensions for 1134mm components. Nine companies also proposed that the size design of 182 series and 210 series components should comply with the regulations of the China Photovoltaic Industry Association standard "T/CPIA 0003-2022 Technical Requirements for External Dimensions and Installation Holes of Ground Crystal Silicon Photovoltaic Modules", as well as the existing dimensions in the industry.
Peng Peng revealed that the unified size of silicon wafers this time also comes from upstream pressure. Previously, the non-uniform size of silicon wafers required design institutes and supporting equipment companies to provide corresponding production equipment based on each individual silicon wafer size, which was not conducive to improving production efficiency and increased industrial chain costs
In fact, this time it can promote the unification of silicon wafer size and also benefit from the increasingly competitive relationship in the entire industry chain. "Fang Wenzheng said," Because the size is too messy, it will increase the overall cost of the industry, and upstream enterprises will have a heavy cost burden, including production capacity planning, equipment automation, supply chain management, and other factors, which all determine that silicon wafer size must be standardized and adjusted uniformly
Promote industry standardization development
Industry standardization is the cornerstone of high-quality development. Fang Wenzheng stated that after experiencing rapid development in previous years, the photovoltaic industry is gradually entering a stage of stable development, which will inevitably lead to standardization in various production processes such as components and silicon wafers. This not only benefits the development of photovoltaic equipment enterprises, but also has a positive effect on the healthy and orderly development of the entire photovoltaic industry. After the unification of silicon wafer size this time, it will further affect the standardization and unification of other links. In July, the unification of component size, coupled with the unification of silicon wafer size this time, the standardization development will gradually spread. In the future, the use of space in containers such as photovoltaic glass, photovoltaic brackets, backboards, and even exports will also form a unification, which will reduce the cost of the photovoltaic industry chain to a certain extent
At the same time, the direction of competition in the industry will also change. Fang Wenzheng stated that for enterprise competition, there will be a shift from previously competing for larger sizes and higher efficiency to competing for lower cost production at fixed sizes. From the perspective of silicon wafers, it depends on who has stronger cost control capabilities. The formation of standardization in the photovoltaic industry has optimized the supply structure of the industry chain. In the future, components and silicon wafers will be more unified, and outdated production capacity will be eliminated to a certain extent, clearing obstacles for the development of the industry
The chaotic size of silicon wafers has always been a challenge for the photovoltaic industry. After this initiative was proposed, industry insiders unanimously believe that it will bring significant benefits to the development of the photovoltaic industry.
Chaotic size of silicon wafer market
The debate over the size of silicon wafers has a long history. According to Peng Peng, Secretary General of the China New Energy Power Investment and Financing Alliance, "In the early years, the market for silicon wafers was mainly square and relatively single. With the increasing demand for cost reduction and efficiency improvement, in 2022, leading enterprises launched rectangular silicon wafers that can make more full use of silicon materials, and the silicon wafer market began to have chaotic size standards and inconsistent specifications
The chaotic size of silicon wafers in the market is also due to different processes of enterprises themselves, "explained Fang Wen, an analyst in the photovoltaic industry chain of Longzhong Information, to reporters." For example, the size of the cutting equipment for slicing after the crystallization process and considerations for cost control will all affect the size of silicon wafers
At the same time, the size of silicon wafers is often determined by downstream components. Especially for integrated enterprises, silicon wafers will be adjusted in size based on downstream component requirements. For example, the size of the components will be calculated backwards based on power generation efficiency, and then the components will determine what size of silicon wafers are needed, "said Fang Wenzheng.
Previously, photovoltaic modules also had varying standards, further exacerbating the confusion in the size of silicon wafers. For example, in March 2022, Longji and Trina Solar released white papers on the 182 and 210 photovoltaic modules, focusing on which size standard of silicon wafers has a greater power generation advantage. They reached two completely opposite conclusions: Longji believes that the 182 module has a significant power generation performance advantage compared to ultra high current modules in general; Trina Solar believes that the 210 Supreme Assembly will have an overall advantage in power generation performance due to its excellent low irradiation performance.
Unified timing is ripe
The photovoltaic industry aims to achieve dimensional standardization, mainly focusing on both silicon wafers and components. Fang Wenzheng said, "After the silicon material is melted and crystallized, it forms a silicon wafer. The size of the silicon wafer determines the thickness of the battery cell, and the thickness of the battery cell determines the size of the battery cell, thereby determining the size of the final component product
The unified size of downstream components has provided a basic condition for the standardization of silicon wafers. It is reported that on July 7th, nine component companies, including Longji and Trina Solar, announced at the same time that after thorough communication, the new generation rectangular silicon wafer mid size 238Xmm × Consensus reached on standardized dimensions for 1134mm components. Nine companies also proposed that the size design of 182 series and 210 series components should comply with the regulations of the China Photovoltaic Industry Association standard "T/CPIA 0003-2022 Technical Requirements for External Dimensions and Installation Holes of Ground Crystal Silicon Photovoltaic Modules", as well as the existing dimensions in the industry.
Peng Peng revealed that the unified size of silicon wafers this time also comes from upstream pressure. Previously, the non-uniform size of silicon wafers required design institutes and supporting equipment companies to provide corresponding production equipment based on each individual silicon wafer size, which was not conducive to improving production efficiency and increased industrial chain costs
In fact, this time it can promote the unification of silicon wafer size and also benefit from the increasingly competitive relationship in the entire industry chain. "Fang Wenzheng said," Because the size is too messy, it will increase the overall cost of the industry, and upstream enterprises will have a heavy cost burden, including production capacity planning, equipment automation, supply chain management, and other factors, which all determine that silicon wafer size must be standardized and adjusted uniformly
Promote industry standardization development
Industry standardization is the cornerstone of high-quality development. Fang Wenzheng stated that after experiencing rapid development in previous years, the photovoltaic industry is gradually entering a stage of stable development, which will inevitably lead to standardization in various production processes such as components and silicon wafers. This not only benefits the development of photovoltaic equipment enterprises, but also has a positive effect on the healthy and orderly development of the entire photovoltaic industry. After the unification of silicon wafer size this time, it will further affect the standardization and unification of other links. In July, the unification of component size, coupled with the unification of silicon wafer size this time, the standardization development will gradually spread. In the future, the use of space in containers such as photovoltaic glass, photovoltaic brackets, backboards, and even exports will also form a unification, which will reduce the cost of the photovoltaic industry chain to a certain extent
At the same time, the direction of competition in the industry will also change. Fang Wenzheng stated that for enterprise competition, there will be a shift from previously competing for larger sizes and higher efficiency to competing for lower cost production at fixed sizes. From the perspective of silicon wafers, it depends on who has stronger cost control capabilities. The formation of standardization in the photovoltaic industry has optimized the supply structure of the industry chain. In the future, components and silicon wafers will be more unified, and outdated production capacity will be eliminated to a certain extent, clearing obstacles for the development of the industry
Unifying the size of silicon wafers will be beneficial for the development of the photovoltaic industry. This means that many production and manufacturing equipment can be universal, eliminating the need for specialized production equipment of different sizes, greatly reducing costs. For downstream enterprises and design institutes, unifying the size can also greatly reduce workload. Peng Peng believes that this standardization will also have a positive impact on the future standardization of other sizes. However, whether other sizes can be unified in the future depends on the development of relevant technologies
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