Los ntawmKelly Pickerel|Lub Kaum Hli 13, 2022
Lub tuam txhab Advisory Clean Energy Associates (CEA) tau tshaj tawm nws cov ntaub ntawv tshaj tawm kev lag luam tshiab uas tshuaj xyuas cov xwm txheej ntawm kev tsim vaj huam sib luag hnub ci ntawm lub ntiaj teb.Tag nrho "Q2 2022 PV Supplier Market Intelligence Program Report (SMIP)"muaj nyob ntawm subscription.
Ntawm cov kev tshawb pom hauv peb lub hlis twg daim ntawv tshaj tawm no yog cov qauv kev siv tshuab ntawm cov neeg muag khoom hloov kev tsom mus rau TOPCon thiab HJT hnub ci, uas yuav ua rau kom muaj txiaj ntsig ntawm cov hnub ci vaj huam sib luag.Qhov no ua rau muaj kev nthuav dav ntxiv nyob rau hauv qhov chaw tsim hluav taws xob hnub ci los muab cov kev xav tau rau cov hlwb tshiab nrog cov thev naus laus zis tshiab.
Ntawm qhov chaw tsim khoom, cov neeg muag khoom tau tshawb nrhiav txoj hauv kev los txhim kho qhov ntau thiab tsawg wafer tom qab standardizing 210-mm (G12) thiab 182-mm (M10) module qhov ntev.Lub "182-mm Plus" (182P) tau nce wafer qhov siab ntxiv kom txo tau "qhov chaw dawb" tshwm sim los ntawm kev sib txawv ntawm cov cell kom ua tiav txog li 5 W ntawm cov zis ntxiv.Module loj yuav tsum tsis cuam tshuam.Qhov "210-mm Txo" (210R) tau txo wafer dav rau niche rooftop daim ntaub ntawv ntawm tus nqi ntawm lub hwj chim tso zis.Tshiab module qhov ntau thiab tsawg rau daim ntaub ntawv ru tsev yuav raug qhia.
CEA daim ntawv qhia tawm thoob ntiaj teb hnub ci cov saw hlau muaj peev xwm hauv daim ntawv tshaj tawm, suav nrog:
- Rau lub chaw polysilicon yuav tsum ua kom tiav cov khoom tsim tawm rau lub quarter no, nqa Q3 tag nrho cov khoom siv thoob ntiaj teb muaj polysilicon tsim npe rau 90 GW.Thaum kawg ntawm lub xyoo polysilicon muaj peev xwm yuav tsum ncav cuag 295 GW hauv 2022 (tom qab suav nyiaj rau kev saib xyuas lub Hoobkas) thiab mus txog 536 GW hauv 2023 (xav tias tag nrho cov haujlwm hauv cov kav dej tsim kho raws li tau npaj tseg).
- Ingot muaj peev xwm loj hlob yuav luag 30 GW lub quarter no, feem ntau yog vim lwm 23 GW tuaj online ntawm ob lub chaw.
- Wafer muaj peev xwm txo qis me ntsis, feem ntau yog vim tus neeg muag khoom tawm nws lub peev xwm ntau-crystalline wafer.
- 17 PV cov neeg muab khoom lag luam tau hais hauv tsab ntawv tshaj tawm tau nce tag nrho lub peev xwm ntawm tes los ntawm 22% hauv Q2 2022 ib leeg, nqa ntxiv 47 GW ntawm lub peev xwm online kom ncav cuag tag nrho 262 GW lub hlis no.
- Module ntau lawm muaj peev xwm nyob rau hauv Q2 2022 mus txog tshaj 324 GW, thiab los ntawm qhov kawg ntawm 2022 tau kwv yees mus txog ze li ntawm 400 GW, nce kwv yees li 20% los ntawm tam sim no muaj peev xwm.
SMIP Supplier Ingot Thiab Wafer Capacities (GW qhov kawg ntawm lub xyoo kwv yees)
Cov neeg muag khoom tau them los ntawm daim ntawv tshaj tawm tam sim no ua haujlwm 11 GW ntawm tsis yog Tuam Tshoj ingot muaj peev xwm, 42 GW ntawm tsis yog Tuam Tshoj cell peev, thiab ze li ntawm 50 GW ntawm tsis yog Tuam Tshoj module muaj peev xwm.Lawv tuav cov phiaj xwm kom nce cov peev txheej no mus rau 23 GW, 73 GW, thiab 74 GW, raws li.Yuav luag txhua tus neeg muag khoom tau pom tias tsis yog Tuam Tshoj hloov kho cov phiaj xwm rau cov wafers loj;tsuas yog ob peb tus neeg xa khoom tsiv mus rau 210-mm hom xav tau sijhawm ntxiv los ua kom tiav cov phiaj xwm nthuav dav vim tias xav tau cov khoom siv kim dua yuav khoom / kho dua tshiab.
CEA tau tshaj tawm tias txoj cai tsis paub tseeb tseem cuam tshuam txog kev nthuav dav hauv Tebchaws Meskas.
Xov xwm los ntawm CEA
Post lub sij hawm: Oct-17-2022