The fifth PV CellTech event takes place in Penang, Malaysia on 10-11 March 2020, and will be happening at a time when PV is going through its most dramatic realignment yet, in terms of manufacturers dominating the cell supply landscape, and the technologies being deployed in mega mass-production.
The US-headquartered high-efficiency solar panel maker is to spin off most of its manufacturing operations into a separate public listed entity, Maxeon Solar, which will include monocrystalline silicon wafer producer, Tianjin Zhonghuan Semiconductor (TZS) as an investor.
Recently, during part of travels to Asia region, I took the opportunity to meet up with Q CELLS CTO Daniel Jeong, to discuss new developments at Q CELLS and also share some thoughts on the industry and manufacturing trends today.
‘Solar Module Super League’ (SMSL) leader, JinkoSolar is to expand its high-efficiency large-area mono-wafer production capacity in China to 18GW in the second quarter of 2020, which would be higher than its module assembly nameplate capacity.
Trade body, VDMA has made key updates to the 10th edition of the International Technology Roadmap for Photovoltaics (ITRPV) to incorporate the ongoing and rapidly changing wafer size transition as well as the manufacturing throughput differences in front-end and back-end processes.
‘Solar Module Super League’ (SMSL) member, Risen Energy Co has continued to grow revenue in 2019, after shifting module sales and PV project development overseas after the China 531 New Deal in 2018, impacted its business.
How PV module supply has now become a marketing and trade-show related game of numbers; what is driving this, and why is it perhaps causing more concern to the very grouping it is meant to impress – the end-user.
Leading ‘Solar Module Super League’ (SMSL) member, JinkoSolar has sourced a further two-year supply of high-purity polysilicon from Daqo New Energy to meet its material requirements under current in-house mono-wafer capacity expansions.
Leading ‘Solar Module Super League’ (SMSL) member JinkoSolar has reiterated PV module shipments to be in 14-15GW range in 2019 but noted that its order book for 2020 was rapidly filling up, due to strong global demand.
China-based polysilicon producer Daqo New Energy Corp has been impacted by weaker than expected financial results for the second quarter of 2019, due to the lack of demand in China and record low polysilicon prices.
PV module and major backsheet manufacturer, Jolywood (Suzhou) Sunwatt Co, reported a strong rebound in revenue and profits in the second quarter of 2019, with first half year results tempered by a weak first quarter.
The PV industry roadmap - and related metrics of technology and bankability - are now being driven by leading module supplier, JinkoSolar, with others seeking to replicate Jinko’s product line options, trying to differentiate in markets that are receptive to low-cost alternatives, or focusing only on rooftop markets where volumes are lower and sales/distribution efforts are more intensive.