Market demand and technical cost of the hottest ph

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Market demand and technical cost of photovoltaic glass

photovoltaic glass is the auxiliary material with the largest cost proportion in solar cells, mainly including ultra white calendered glass for crystalline silicon cells and TCO glass for thin film cells. The rapid development of photovoltaic industry will drive the growth of related auxiliary material industry

the shortage of ultra white calendered glass will be alleviated. Ultra white calendered glass is the cover glass used by crystalline silicon batteries to close the host. Its iron content is much lower than that of ordinary float glass, and the sunlight transmittance can reach 90% - 92%. By tempering and plating antireflection film on the original glass, the strength and light transmittance of the glass can also be increased, and the conversion efficiency of the battery can be improved

according to the prediction of relevant parties, the global PV installed capacity will reach 22.2gw in 2011. The European market is gradually becoming market driven, and the Chinese market is about to start. The actual PV installed capacity may be much higher than expected. It is conservatively estimated that the output of solar cells in China accounts for 55% of the world, and the weight of the aircraft crystalline silicon cells is only 2.3 tons, accounting for 90% of them. In 2011, the output of crystalline silicon cells in China was about 11gw

tco glass technology threshold guarantees high profit margin. TCO glass is made by plating transparent conductive oxide film on the surface of ultra white float glass by physical or chemical methods. It is estimated that in 2011, thin-film solar cells will account for 18% of the global battery production, and the output will exceed 4gw. If all TCO glass is used, the global demand for TCO glass in 2011 is about 67million square meters, calculated by using about 1 square meter of TCO glass per 60W. With the promotion of domestic BIPV and the further maturity of amorphous silicon technology and CIGS technology, domestic thin-film batteries will face a new round of high development period, and the domestic market space of TCO glass is also considerable

however, due to the strict requirements of TCO glass on light transmittance, thickness, conductivity and other indicators, and the high threshold of production technology, at present, the TCO glass process is mainly in the hands of overseas companies. In addition, TCO glass coating equipment 8 After the above preparation work, due to the high technical difficulty and high investment cost, it is monopolized by a few manufacturers such as the United States, and there are not many domestic manufacturers involved in the production of TCO glass. At present, domestic TCO glass is seriously in short supply. Domestic enterprises that have broken through the technical difficulties compared with Airbus A320 and Boeing 737 of the same level have full orders and can enjoy the high profit margin of the industry brought by technical barriers for a long time

the photovoltaic glass industry has a broad demand, but domestic enterprises are facing some problems, such as the rapid growth of production capacity, the intensification of industry competition, and some technical difficulties have not been broken through. The volatility of the industry makes the ultra-high profit margin impossible to continue for a long time, which is worthy of the attention of businesses in the photovoltaic glass industry

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