Capacity, Applications, and Outlook
Technology 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
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