#12.000 10.000 8.000 6.000 4.000 2000 2018 2019 2020 2021(F) 2022(F) 2023(F) 2014 2015 2016 3218 2014-2023(F)全球電動車區域別分布 70,000,000 60,000,000 加美國 血范围 w日本其他 2014-2023(F) 新能源車車型分布與成長率 OPTION OPTIC OPT 12.000 10.000 66.8 58.8 68.3% 51.0% 8.000 58.38 49.1% 6.000 45.4 34.6 4.000 2.000 2014 2015 2016 2017 2018 2019(E) 2020(F) 2021(F) 2022(F) 2023(F) FCV PHV-YOY 37.5 32.4% May 單位:千稱 April 14,000 2014-2023(F)電動車車型分布與成長率 12,000 10,000 8,000 6,000 4,000 2,000 2014 2015 2016 DRAM Density for Infotainme Capacity, Applications, and Outlook for Large-Sized Wafers, Cells, 50,000,000 and Modules for 2022 FTRENDFORCE 2022Q2 Department of Green Energy Division/ Jun. 2022#2CONTENT 2 Chapter 1 - Development Status of Large-Sized Wafers 1 Summary FTRENDFORC DAM Spe Price buste 9 16 SEE ON A BIT A * 1 1 1 276 2023 IN 199 180 145 1743 172 141.72 1.4 1574 IN IN 18 150 955 940 800 141 9953 14 -0.72% 409 41 25 163256 AT24% WAL 3 Chapter 2 - Development Status of Large-Sized Cells Chapter 4 Technology Deployment for Large-Sized Products Among Businesses 4 Chapter 3 - Development Status of Large-Sized Modules 5 1211 1350 1491#3Summary TRENDFORCE Wafers: Capacity for Large-Sized Wafers to Exceed 80% in 2022; Development in Wafer Thinning has Surpassed Expectation In terms of capacity, the tendency of large-sized wafers is now distinctive, where the combined capacity for 182mm & 210mm (including 210R) is now sitting at roughly 83.1% in 2022, of which 210mm wafers (including 210R) account for 164GW at a ratio of 32.25%. The demand for 166mm and below wafers is dropping, and partial production lines of 166mm have accelerated on the process of decommissioning or upgrade to 182mm having considered the cost and the technical improvement cap in equipment. Production lines with weak compatibility and higher cost are gradually exiting from the market, which is why capacity for 166mm and below wafers will drop to approximately 16.89%. The progress of wafer thinning has exceeded the initial expectation, which yielded a sizable reduction of wafer consumption. Businesses, under the current obstinately high prices of raw materials, are constantly lowering their consumption of wafers by rapidly switching from 165 μm to 160/155 μm in mainstream thickness, and are going to continue to march towards 150 μm. Wafer consumption is thus expected to lower from 2.7-2.8g/W in 2021 to approximately 2.6g/W. Cells: Deployment in Large-Sized Products Steadily Falls in Line with 210mm (Including 210R) Gradually Occupying Nearly 50% of Capacity The deployment for large-sized 182mm & 210mm (including 210R) cells continues to advance amidst businesses' capacity upgrades and iterations, as well as their shift of demand. The combined capacity for 182mm & 210mm (including 210R) cells is sitting at roughly 82.5% in 2022, of which 210mm (including 210R) accounts for 247.6GW under a ratio of 47.83%. ■ Capacity deployment in large-sized cells is progressively falling in place, where approximately 80% (56) of businesses are now capable of producing 210mm and below cells. Modules: Accelerated Tendency in Large-Sized Products to Fulfill Requirements in Various Application Scenarios The capacity for 182mm & 210mm (including 210R) modules is expected to arrive at 442.2GW at the end of 2022 under a ratio of 82.86%, of which 210mm (including 210R) accounts for 253.9GW under a ratio of 47.57%. The tendency of large-sized products is becoming apparent under different application scenarios. Large-sized and high-power modules are receiving increasing attention among ground power station projects, where roughly 23 module makers have marched towards the 600W + level. The incessant robustness in the distributed PV market, together with the vigorous support from national policies such as the provincial-level implementation, are likely to generate a rapid development in large-sized distributed PV products. The ratio of tenders for 182mm & 210mm (including 210R) modules has elevated significantly. High-power ≥530 182mm and 210mm (including 210R) modules are the mainstream products adopted by central and state-owned enterprises this year at a tender ratio of 87.97%. The demand for bifacial modules has surged drastically, and prompted a tender ratio of 62%. Bifacial and double-glass modules are gradually recognized by the market. N-Type Large-Sized Products; Modules to March towards the 700W+ Era with Product Quantity Expected to Grow Expeditiously ■ Pertaining to new technology, deployment in N-type and large-sized products has now become the mainstream trend. TOP Con will first attain mass production, while most businesses are currently at the medium pilot run phase for HJT, and XBC is also under continuous advancement. In terms of product deployment, most businesses are carrying on with their R&D in HJT and TOPCOn products, and will likely bump up the quantity of products in a swift manner. *210mm products mentioned in this report include 210R, and 182mm products comprise the 182*18X rectangular variation. OTrend Force All Rights Reserved#4Development Status of Wafer Technology#5Large-Sized Wafers to Arrive at 83.1% in Capacity amidst Established Tendency in 2022 The tendency of large-sized products has been established for 2022, and the corresponding ratio will surpass 80%. The single GW investment cost for large-sized products is constantly dropping at the current stage, where the apparent advantages of cost-performance ratio in production lines, as well as the compatibility with 182-210mm wafers from most new capacity, are prompting an estimated capacity of 422.6GW for large-sized wafers (182mm & 210mm) in 2022 under a ratio of 83.1%, of which 210mm would account for 164GW at 32.25%. Large-sized wafers (182mm & 210mm) will successively complete in capacity layout by 2023, and arrive at a market share of 89.97% then, where 210mm would attain a capacity of 274.6GW. ■Reserve capacity is either technically transformed or accelerated in exit as wafers below 166mm deplete in market share. Taking into account cost and the upper restrictions in the technical transformation of equipment, partial production lines of 166mm wafers have accelerated in the speed of phasing out or upgrade to 182mm, and production lines with a weak compatibility and higher cost will gradually exit from the market, which results in an apparent reduction in market share, where total capacity for 166mm and below wafers will drop to about 16.89%. ■The progress of wafer thinning has exceeded expectation, followed by a sizable reduction in silicon consumption. Businesses are constantly lowering silicon consumption in order to cut down their cost amidst the obstinately high prices of raw materials at the current stage. The mainstream thickness has swiftly switched from 165μm to 160/155 μm, and continues to march towards 150 μm. Silicon consumption is likely to drop from 2.7-2.8g/W during 2021 to roughly 2.6g/W. TRENDFORCE Capacity Ratio for Various Sized Wafers between 2020 and 2025 (Unit: %) 100% 90% 80% 70% 60% 2.31% 2.26% 17.05% 32.25% 46.35% 59.16% 68.96% 50% 95.43% 40% 30% 31.77% 50.86% 43.63% 37.33% 28.67% 51.18% 20% 10% 16.89% 10.03% 0% 2020 2021 2022(F) 166&below 182 2023(F) 210 3.51% 2024(F) 2.37% 2025(F) OTrend Force All Rights Reserved#6Wafer Production: N-Type Demand Steadily Increases as Large- Sized Wafer Market Persists in Robustness TRENDFORCE The production of large-sized wafers occupied a leading ratio of 75.42% in demand between January and May 2022, of which 210mm had accounted for 20.06%. The diminishing demand for 166mm and below wafers had yielded a production ratio of 21.08% for the same period. More than 50% of businesses are currently producing 210mm wafers. In order to conform to the large-sized tendency, a number of wafer businesses are expanding their capacity to being compatible with 210mm and below sizes. More than 50% of wafer businesses are currently producing 210mm wafers, and they are Zhonghuan, Shangji, JYT, GCL, Gokin, Huantai Meike, Jinko, Yuze, Canadian Solar, and Tonghe. The demand for large-sized N-type wafers is likely to gradually ascend with downstream N-type modules getting verified by projects. According to statistics, most module products have adopted 182mm and 210mm (including 210R) wafers, expect individual businesses who remain on 166mm wafers for their N-type modules. Demand for large-sized N-type wafers is expected to surge alongside the steadily increasing acceptance from the N-type module market. Production Ratio of Various Sized Wafers between January and May 2022 (Unit: %) 20.06% 3.49% ■ 21.08% 55.37% ■ 166&below ■ 182 ■ 210 Production Ratio among Various Businesses between January and May 2022 (Unit: %) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% ■ N ■LONGI ■ Meike 166&below Zhonghuan ■ Jinko 182 210 N ■ Shangji Solargiga Jingyuntong ■ YUZE ■GCL ■ Gokin ■ JA ■ Others OTrend Force All Rights Reserved#7Development Status of Cell Technology#8Capacity Ratio for 210mm Cells to Arrive at 47.83% in 2022 TRENDFORCE The demand for 166mm and below batteries is gradually diminishing, with capacity of large-sized cells occupying a ratio of 82.5% in 2022. The cell segment continues to propel in large-size (182 & 210mm) deployment, with large-sized products fully occupying the currently expanding capacity. The capacity for large-sized cells is expected to arrive at 427.1GW in 2022, of which 210mm would sit at a capacity of 247.6GW under a market share of 47.83%. As market transfers in demand, partial 166mm capacity has accelerated to large sizes, and overall capacity for 166mm and below batteries is estimated to be 17.49% in 2022. As businesses successively initiate new capacity and further transfer in demand, the capacity for large-sized cells (182mm & 210mm) is expected to arrive at 593.25GW in 2023, of which 210mm cells would ascend to 380.4GW in overall capacity, and further increase in market share to 57.59% then. Capacity deployment in large-sized cells is steadily falling in place. As indicated by statistics, most existing businesses have completed their capacity layout in large-sized products, and are now capable of producing cells of 210mm and below sizes, where specific output will be implemented according to market demand. Capacity of Various Sized Cells (Unit: GW) Capacity Ratio of Large-Sized Cells (Unit: GW) 900 100% 5.29% 800 90% 18.34% 33.24% 80% 700 47.83% 70% 57.59% 63.42% 600 65.47% 60% 502.85 500 459.85 380.4 27.91% 50% 400 247.6 40% 76.37% 300 124.2 30% 200 104.3 179.5 212.85 20% 38.85% 34.68% 32.23% 30.46% 29.40% 220.85 225.85 100 194.24 10% 145.16 17.49% 90.53 67.23 10.18% 44.38 39.38 6.12% 5.13% 0 0% 2020 2021 2022 (F) 2023(F) 2024(F) 2025(F) 2020 2021 ■166&below ■180 ■ 210 2022 (F) ■166&below 180 ■ 210 2023(F) 2024(F) 2025(F) OTrend Force All Rights Reserved#9Development Status of Module Technology#10210mm Modules to Arrive at 253.9GW in Capacity amidst Diversified Application Scenarios TRENDFORCE Large-sized modules will continue to expand in capacity during 2022. New established capacity is essentially compatible with 210mm and below sizes. Large-sized modules are expected to arrive at 442.2GW in capacity at the end of 2022 under a market share of 82.86%, of which 210mm modules would account for 253.9GW in capacity under a market share of 47.57%. 166mm and below modules will gradually diminish in capacity, and will occupy merely 17.14% of market share amid demand migration as well as businesses' elimination or upgrades of old capacity. Homogeneous product competition has become increasingly intense under diversification in application scenarios of large-sized modules. 166 modules have accelerated in the exit from the market, while the competition between 182mm and 210mm has become exceedingly ferocious. The current demand from ground power stations sits primarily at large-sized products (182 & 210mm). For the distributed PV area, businesses are expediting on the release of products compatible with large- sized modules, which are more in line with the market demand, and are more apparent in advantages pertaining to conversion efficiency and power amidst a continuous reduction in the cost per single wattage. Capacity Changes in Various Sized Modules (Unit: GW) Market Share of Modules (Unit: %) 800 100% 7.69% 90% 700 20.25% 32.59% 80% 600 47.57% 56.61% 70% 61.39% 62.86% 500 60% 365.3 408 429 400 253.9 50% 34.87% 128.8 40% 300 72.06% 20 30% 200 52.7 137.8 188.3 209.8 20% 35.28% 32.51% 32.17% 31.33% 213.8 213.8 100 187.5 128.6 91.5 0 2020 2021 10% 70.2 42.85 39.7 90 0% 2022 (F) ■166&below 182 ■210 2023(F) 2024(F) 2025(F) 2020 2021 2022 (F) ■166&below 182 ■210 32.54% 17.14% 10.88% 6.45% 5.82% 2023(F) 2024(F) 2025(F) OTrendForce All Rights Reserved#11Product: Mainstream PV Businesses Have Fully Marched into 600W+ | TRENDFORCE ■The high-power tendency is now apparent among products applied on ground power stations, which prompted a fast transition to the 600W + phase. In terms of power ranges, 600W and below is primarily seen among M10 products, with G12 products at more than 600W now serving as market mainstream. Combining with advantages of large-sized products, Trina Solar has released the G12R product that is applicable on ground power stations and distributed scenarios, and the product is adopted with 210mm * 182mm wafers, as well as 210mm rectangular wafers (G12R) for cell and module designs, which not only elevates power, but also conserves transportation cost. The particular roadmap is also compatible with various solar cell technology, and exerts apparent economic benefits. ■The quantity of residential and industrial & commercial products is expected to see a rapid increase under the thriving intensity of the distributed market. Residential and industrial & commercial products are currently sitting at a power range of 400-450W, with approximately 68.75% of products at 410-430W. The continuous intensity of the distributed market, as well as the major support from national policies such as provincial-level implementation, are expected to expedite the development of distributed products. Longi, Jinko Solar, and Trina Solar have been releasing new products since 2022 in order to better adapt to the distributed scenario that will introduce larger values for their clients. Power of PERC Modules among Ground Power Stations (Unit: Watt) Power of PRC Modules among Residential and Industrial & Commercial Scenarios (Unit: Watt) Trina G12 670 Risen Energy G12 65*2,450 Suntech G12 670 SunPort M6 66*2,435 CSI G12 Astronergy G12 Huansheng G12 GCL G12 Risen Energy G12 Tong Wei G12 CSI G12 JA M10 Huansheng G12 Suntech G12 Trina G12 Suntech M10 Trina G12R Huansheng G12 Seraphim M10 Astronergy M10 Trina G12 Suntech M10 LONGI M10 670 670 670 Trina G12R Huansheng G12 430 425 660 660 655 JA M10 GCI M10 54*2,425 ,420 610 605 CS6R-MS M10 54*2,420 605 LONGI M10 54*2,415 600 Jinko M10 54*2,415 600 590 ZNSHINE G12 40*3,410 580 Eging M10 54*2,410 565 555 550 550 550 550 Jinko M10 550 CSI M10 550 HT Solar G12 Suntech M10 Seraphim M10 Trina G12 Solargiga M6 40*3,410 54*2,410 54*2,405 40*3,405 0 100 200 300 400 500 600 700 800 60*2,380 340 360 380 400 420 440 460 OTrend Force All Rights Reserved#12N-Type Modules Accelerate in Deployment and March Towards 700W TRENDFORCE ■ PERC cells have been exerting relatively low cost in recent years, though their space for efficiency elevation is now approaching the cap. As cost of materials, transportation, and land increases, a further improvement in conversion efficiency, reduction in system cost, and acceleration in iteration and upgrades for N-type technology, are becoming essential factors for PV businesses in occupying competitive advantages within the industry chain. 210mm cells are products of the times, and are currently transitioning from PERC to N-type, which is also the direction in technology and products for the PV industry in the future. 700W + modules adopted with 210mm cells and N-type technology have achieved technical breakthroughs. Module Maker Product Model Wafer Size (mm) Cell Quantity Maximum Module Maximum Module Power (W) Encapsulation Scenario Cell Technology Remark Efficiency (%) Golden Glass Solargigal Risen Energy CHINT Seraphim 210 700+ 210 705 23.02% Single glass Hyper-ion Astro N6 210 700 22.53% Ground power station Ground power station Ground power station HJT HJT Half-cut cell technology HJT 210 700 22 S5 Series N Type 210 HuaSun Himalaya G12 series 210 GCL-Poly GCL-M12/66GDF-N 210 Jolywood Niwa 210 Akcome AK iPower 7.0 210 Solargiga 210 132 Trina Solar Vertex N 210 132 Canadian Solar TOPBiHiKu7 210 Eging Aurora Pro 210 Golden Glass 210 Jolywood JA Solar Niwa Max 210 120 DeepBlue 4.0 X 182 156 Suntech Ultra V pro PLUS 182 156 Jinko Solar Tiger Neo 182 156 Longi Leye Hi-MO N 182 144 Suntech Ultra V pro 182 144 CHINT Jolywood REC Niwa Black Alpha Pure-R Trina Solar Vertex S+ Astro N5 Sumec Draco series HuaSun All-black bifacial double glass HJT module. 166 144 Canadian Solar HiHero 182 108 Suntech Ultra V pro mini 182 108 Jolywood Niwa Super 182 108 182 108 210 210 182 CHINT Astro N5s HuaSun All-black bifacial double glass HJT module 166 120 88888888388 888RRR9898888888 22.53 Ground power station Ground power station TOP Con 210mm HJT half-cut, 120mm, microcrystalline, 24 busbars, low silver paste content, alloy steel frame MBB + half-cut + high density encapsulation + non-destructive cutting HJT 22.5 Bifacial and double glass 24.5 Bifacial and double glass Bifacial and double glass 22.53 22.2 Single glass Bifacial and double glass 22.2 Bifacial 22.4 Bifacial and double glass. 22.4 Ground power station Ground power station Ground power station Ground power station Ground power station Ground power station Ground power station Ground power station Ground power station Ground power station Ground power station HJT SMBB design and half-cut wafer with advance cutting and zero wear and tear TOPCon TOP Con HJT TOP Con TOPCon 1/3-cut, low-temperature welding Half-cut cell technology TOP Con TOPCon HJT SMBB non-destructive cutting MBB, non-destructive cutting, high density lamination TOP Con Round welding strip and distinctive buffering design, zero pitch, no hidden TOPCon cracks 22.4 21.82 22.3 22.1 Mono-Si and bifacial Mono-si bifacial and double glass Double glass Bifacial and transparent backplane Ground power station TOP Con Ground power station TOPCon Ground power station TOPCon Ground power station TOPCon 22 Ground power station Bifacial and double glass Ground power station Ground power station 22.5 22 21.94 Distributed TOPCon TOPCon HJT HJT MBB + half-cut + high density encapsulation + non-destructive cutting Mono-Si and single-sided Ground power station TOPCon Distributed TOPCon 21.43 Bifacial Distributed TOP Con 22.3 Bifacial and double glass Distributed HJT HJT half-cut cell, lead-free, gapless technology 21.7 Bifacial and double glass. Distributed TOPCon 22 Distributed Bifacial and double glass Distributed TOPCon HJT MBB half-cut + high density encapsulation + non-destructive cutting OTrend Force All Rights Reserved#13N+210 has obvious advantages in 600W+ high power module products TRENDFORCE Golden Glass G12 Solargiga G12 Akcome G12 Jolywood G12 GCL G12 HuaSun G12 Seraphim G12 Astronergy G12 Risen Energy G12 Solargiga G12 CSI G12 Trina Solar G12 Eging G12 Golden Glass G12 Trina Solar G12 Suntech G12 CSI G12 Astronergy G12 Huansheng G12 GCL G12 Risen Energy G12 Tongwei G12 Jolywood G12 JA M10 Suntech M10 Jinko M10 CSI G12 JA M10 Huansheng G12 Suntech G12 700+ 705 700 700 700 700 700 700 700 695 690 690 685 670 670 670 670 670 670 660 660 655 635 625 620 610 610 605 605 600 Trina Solar G12 600 540 560 580 600 620 640 660 680 700 720 OTrend Force All Rights Reserved 13#14Shipment: Large-Sized Shipment at 27.26GW in 2022Q1 at 79% TRENDFORCE Major module makers had shipped a total of 34.31GW during 2022Q1, where large-sized modules (182mm & 210mm) had accounted for approximately 27.26GW at 79%. Among which, 210mm modules (including 210R) had shipped 11.96GW at 34.86%. Major module makers had shipped a total of 132.23GW throughout 2021, where large-sized modules (182mm & 210mm) had accounted for approximately 65.85- 66.35GW at 49.8-50.18%. Among which, 210mm modules had shipped 30.75-31.25GW at 23.25-23.63%. The subsiding demand for M6 and below modules in 2022Q1 had prompted large-sized modules to accelerate in shipment. Major module makers are expected to ship a total of 203-230GW throughout 2022, and 210mm modules (including 210R) will expedite in shipment at the same time. Shipment of Mainstream Module Makers during 2022Q1 (Unit: GW) Shipment of Mainstream Module Makers between 2021 and 2022 (Unit: GW) 10 120% Business 9 2021 Module Shipment 2021 Large-Sized Module Shipment 8.03 2021 Large-Sized Module Shipment Ratio 2022F Module Shipment 2022F Large-Sized Module Shipment 100% 8 7.10 6.60 Longi 38.52 12.8 33.23% 6.35 Ratio 50-60GW Expected to surpass 50%. 80% Trina Solar 24.8 16 64.52% 43 5 60% 3.63 JA Solar 24.07 12 49.85% 35-40 4 2.6 40% Jinko Solar 22.23 10.3 46.33% 35-40 3 2 20% Canadian Solar 14.5 7.25 50% 20-22 75-80% 1 Risen Energy 8.11 7.5-8 92.48% -98.64% 20-25 80% 0 0% LONGI Trina Solar JA Solar Jinko Solar Canadian Solar Risen Energy Total 132.23 65.85-66.35 49.8% -50.18% 203-230 182&210 Others Large size shipment ratio OTrend Force All Rights Reserved#15Tender Scale: 530W+ High-Power Modules at 92.69%; Large-Sized Modules (182mm & 210mm) at 96.4% TRENDFORCE ■ Various central and state-owned enterprises have announced 89.4GW of PV module tenders in 2022, and remain as the main driver of procurement judging by tenderers. China Huadian and SPIC have both exceeded 10GW in centralized PV module procurement in 2022, while the top 5 businesses are occupying 61.03% of the total tender scale. It is worth mentioning that new emerging companies, such as Xing Gang Investment, Fushun Mining Group, Chinal Coal Energy, and Tysen-kld, have also started amplifying their intensity in PV module purchases. ■High-power modules remain thriving in demand among confirmed module tenders. The confirmed tender capacity for 530W + modules is at 82.9GW, which occupies 92.69% of the total tender scale. 182/210mm modules are mainstream products favored by central and state-owned enterprises this year. N-type modules have surpassed 2GW in tender scale, and are also favored by central and state-owned enterprises. Modules at 375W -470W are merely seeing a tender scale of 5GW, which is a rapid reduction from the purchase volume in 2021. Large-sized modules (182mm & 210mm) have thus accelerated in deployment, with a tender ratio now arriving at 93%. As seen from the announced PV module tenders at 89.4GW, there are approximately 72.2GW of tenders (77%) that have yet to clearly specify size requirements, and are only asking for a power of 530W and above. 17.2GW of tenders have specified on module sizes, of which large-sized modules (182mm & 210mm) have a scale of 13.97 GW at 81.2% (ratio for sizes specified by 17.2GW). Top 15 Tenderers (Unit: MW) Tender Scale for Modules of Various Power Ranges (Unit: MW) Tender Scale for Various Sized Modules (Unit: MW) China Huadian 15000 SPIC 10400 1% 6% CGNPC 9510 Power China 9157 CR Power 8100 CNNP China Three Gorges... 7500 6566 CNPC 4500 Xinhua Hydropower 4000 China Huaneng 2166 Guangdong Hydropower 2000 Jinneng Holding Group 1200 93% SDIC 1165 CNNC Nanjing 1000 Shanxi Construction 1000 0 5000 10000 15000 20000 ■ Unspecified Power ■ < 500 ■ ≥530 77% 3% 13% 3% ■ 166 182 4% ■ 210 ■ 166/163 ■ 166/182/210 ■ 182/210 OTrend Force All Rights Reserved#16Tender Scale: Bifacial Module Tender Demand at 53.4GW (60%) TRENDFORCE Confirmed single-sided and bifacial PV module tenders have arrived at 73.9GW in the centralized procurement of PV modules for 2022, of which bifacial modules are occupying 53.4GW at 60%, while single-sided modules are accounting for 23% (20.5GW), with bifacial double glass modules seizing 41% (36.7GW). Bifacial double glass modules are gradually recognized by the market amidst the elevating demand for bifacial modules in 2022. Bifacial modules are expected to constantly increase in future market share thanks to their annual 0.1% depletion as opposed to that of single-sided modules, and the relatively higher gains for power stations. With that being said, the control on the purchase cost of glasses is tested for various module makers amidst the obstinately high supply chain cost. Tender Scale for Single-Sided and Bifacial Modules of Various Power Ranges (Unit: MW) Domestic Tender Ratio for Single-Sided and Bifacial Modules (Unit: MW) ≥600 530-600 886 < 500 5220 0 5120 78246 10000 20000 30000 40000 50000 60000 70000 80000 90000 ■Single-Sided ■Bifacial Unrequested Single-Sided Bifacial 23% Bifacial Double 其他 Unspecified (VaBifacial Double Glass 41% 17% Glass rious Backplane Materials) 19% OTrend Force All Rights Reserved#17Technology Deployment for Large-Sized Products Among Businesses#18Technology Roadmap: TOPCon First Enters Mass Production with Module Power Now Fully Marching Towards 600W+ TRENDFORCE High density encapsulations and non-destructive cutting technology have become the standard configuration for the products of mainstream module makers. 182 and 210mm modules have currently adopted MBB, non-destructive cutting, high density encapsulation, and slicing. Aside from a continuous adoption of 9BB by Longi, all other businesses have attained a busbar level of 10-12BB for their modules. Distributed PV and ground power stations may adopt different module products seeing how the advantageous parameters of new technology are differentiated. In terms of construction for production lines, most businesses are currently in the medium pilot run phase for HJT, while TOPC on businesses, such as Jinko Solar, JA Solar, and Trina Solar, will initiate GW-grade capacity in 2022, with Longi first initiating expansion in XBC cells and attaining mass production. Most businesses are currently under continuous R&D for HJT and TOPCon products. Longi: prioritizes on HPBC for distributed PV. Longi will initiate HPBC capacity starting from August 2022, and ship 2GW within the same year under a ratio of 3-4% that will be used for the new technology (unknown) of ground power stations. Ordos may initiate production for its 30 GW capacity during 2022. Jinko Solar, Trina Solar: priority placed on TOPCon, with the former now holding onto 16GW of capacity and may ship more than 10GW within 2022, and the latter initiating 8GW of TOPCon capacity and 10GW of capacity for 210*182mm products that are used for distributed PV during the second half of the year. JA Solar and Canadian Solar are deploying multiple production lines. Both businesses have chosen TOPCon products for ground power stations, while Canadian Solar has adopted HJT for distributed PV, and JA Solar has adopted TOPCon or IBC for distributed PV. JA Solar and Canadian Solar are going to initiate TOPCon capacity within 2022, where the former's 6.3GW of TOPCon expansion may attain mass production during the second half of the year. Risen Energy: focuses on HJT, and has been the leader in HJT shipment for multiple years, with more than 15GW of capacity expansion expected for 2023. Cell and Module Technology Development among Mainstream Module Makers Cells Modules Business Size (mm) TOP Con HJT XBC Module Power (W) Busbar High Density Encapsulati on (mm) Canadian Solar 166/182/210 250MW medium pilot production line + 5GW mass production line currently under construction 250MW medium pilot production line constructed in 2021 72pcs (530-550W)-182 60pcs (580-610W)-210 66pcs (640-670)-210 10BB (182) 12BB (210) ≤1 Risen Energy 166/210 Medium pilot production line JA Solar 166/182/210 12BB (210 PERC) 24BB (210 HJT) 0.5 100MW medium pilot production line + 6.3GW mass production line currently under construction 250MW medium pilot production line + 2.6GW mass production line currently under construction Medium pilot production line currently under construction 55pcs (530-555W) 60pcs (580-605W) 66pcs(645-670) 72pcs (525-550W) 78 pcs (430-450W) 11BB (182) ≤1 Jinko Solar 163/166/182 Announcement for new 182mm TOPCon module; capacity reaching 16GW in 2022 72pcs (530-550W)-PERC 72pcs (555-575W)-TOPCon 78 pcs (595-615W)-TOP Con 10BB(182 PERC) -0.5 16BB (182 TOPCon) Longi 166/182 Medium pilot production line Medium pilot production line P-IBC 72pcs (535-555W) 9BB (182) 0.6 500MW medium pilot production line + 8GW mass production line currently under construction Medium pilot production line 55pcs (530-555W) 60pcs (585-605W) 66pcs (645-670W) 12BB (210) 0.5 Trina Solar 166/210/210R OTrend Force All Rights Reserved#19TrendForce集邦咨询 客户服务 研究领域 半导体与 集成电路 存储器 LED 新型显示 智能手机 智能穿戴设备 光伏 电池与储能 5G 汽车电子 物联网 通讯网络 人工智能 云计算与大数据 政府与企业顾问服务 联络我们 半导体研究处 DRAM, NAND Flash, Foundry 何凤玲 +86-755-82838931 ext.2101 [email protected] 新能源研究处 Solar PV 王建 +86-755-82838931 ext. 2501 [email protected] 光电研究处 Micro LED, Mini LED, VCSEL, UV, Video Wall, Lighting 王春胜 +86-755-82838931 ext.6800 [email protected] 显示器研究处 TFT-LCD,OLED, Smartphone, Tablet, NB, Monitor/AIO,TV 王春胜 +86-755-82838931 ext. 6800 [email protected] 通讯暨应用科技研究处 Communication & Broadband, Consumer Electronics, Innovative Technological Applications, Automotive, Industry 4.0, Gov. & Ent. 王春胜 +86-755-82838931 ext.6800 [email protected] 董文 +86-13901243538 [email protected] 郭艳华 +86-13901098113 [email protected]#20谢谢观赏 若想更清楚了解TrendForce集邦咨询,请扫描下方官网QRCode FTRENDFORCE 1220ndlare DRAMAnge 或者手动输入官方网址,即可阅读完整资讯 。 TRENDFORCE 简中网站 繁中网站 英文网站 www.trendforce.cn www.trendforce.com.tw www.trendforce.com MARGRA 194054-22NEZ MUNCIIMARY FTHEMINGOME TW CHE EN 成為我們的合员 BROVOSSZNÝ 788 202) 集邦拓墣科技產業大預測 2015.10.18 ROME