SNEC、Intersolar Europe， From Shanghai to Munich, the two annual photovoltaic events have come to an end, and under the scorching atmosphere, it is difficult to conceal industry anxiety, which has become a common lament. However, the established industry changes have also given rise to certain corporate behaviors: crossing cycles. As the core engine driving the photovoltaic giant wheel, the frenzy of photovoltaic module technology remains the main theme. For over a year, from the "killer moves" displayed by various component powerhouses, one can also glimpse the latest component "barometer".
1. Efficiency increased by 25%+
According to industry estimates, for every one percentage point increase in battery efficiency on the basis of a 20% conversion efficiency, downstream power plants can save more than 5% in costs. Therefore, efficiency is also known as the beacon of photovoltaic technology innovation and the "first principle" that drives the leap forward of the photovoltaic industry.
Continuously pursuing higher conversion efficiency, the N-type iteration wave is surging forward. At this year's exhibition, N-type component products have already become the absolute mainstream, with TOPCon, HJT, and BC products blooming like a hundred flowers. It is worth noting that compared to last year's module efficiency of around 22%, the highest efficiency of enterprise module products has risen to over 25% this year, demonstrating the persistence and resilience of Chinese photovoltaic enterprises towards innovation.

Of course, corporate differentiation is also present. The TOPCon component, which is at its peak, has a common efficiency of over 23%, and the efficiency of top enterprise components has even surpassed HJT and BC technologies to over 24%, fully demonstrating the potential of TOPCon technology to further dominate the market. HJT products, with a component efficiency of over 24%, have also widened the gap among leading companies. The BC component still has the highest efficiency, reaching over 25%.
Another noteworthy aspect is the perovskite stacked module. According to relevant companies, after the gigawatt level production line is put into operation, the manufacturing cost of perovskite can be reduced to about 50% of that of crystalline silicon modules, and the conversion efficiency can reach 22%. In the future, the conversion efficiency is expected to further reach 26%.
And with the addition of a 210mm silicon wafer size, the maximum power of the component can reach 700W+, with the current maximum being 767.38Wp. 182mm and 182R silicon wafers, the highest power of the component can reach around 670Wp.
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2. Explosive 0BB
Around the core demand of cost reduction and efficiency improvement, the photovoltaic module technology "kaleidoscope" continues to be updated, and the "new favorite" this time is 0BB, standing at the C position of various booths.
According to the introduction, 0BB technology, which means no main gate technology, completely eliminates the main gate and only retains the fine gate. The solder strip is directly interconnected with the fine gate to export current. As a technology platform, 0BB technology can be widely applied to different technology routes such as TOPCon, HJT, BC, etc., and has therefore become a research and development focus for various enterprises at present.
The most intuitive advantage of 0BB technology is cost reduction. The main reason is that the gate wire is made of silver paste, which is the largest non silicon cost in solar cells. After removing the main gate line, the consumption of silver paste can be effectively reduced, thereby reducing battery costs.
In addition, after removing the main gate, the shading area is also reduced, which can greatly improve the power generation efficiency and power. And due to the smaller and more numerous solder joints, the stress distribution of the battery is more uniform, thereby reducing the fragmentation rate, gate breakage rate, and hidden cracks of the battery cells, making the product more reliable.
3. Go to 'Silver'
Since the beginning of this year, driven by gold prices, silver prices have also continued to soar, with a cumulative increase of over 30% during the year. Reduce the consumption of silver paste, and the photovoltaic industry continues to accelerate the process of removing silver, including silver coated copper and even copper grid lines.
At the SNEC exhibition, State Power Investment Corporation New Energy showcased silver free pure copper grid wire components, which can reduce material costs to 80 yuan/kg compared to silver grids.
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4. Scenarization
With the diversification of photovoltaic scenarios, module companies have also bid farewell to "one product dominates the world" and are upgrading module performance according to the segmented needs of different application scenarios.
As anti dust components have become standard equipment for various companies at exhibitions, by changing the frame design, the dust on the components can naturally slide under the influence of gravity and rainfall, avoiding blocking incident light, increasing power generation, and reducing cleaning frequency and costs. However, it is worth noting that under the homogenization of products, there are also hidden patent disputes.
In addition, there are desert components designed for wind and sand environments, highly corrosion-resistant offshore photovoltaic components, and necessary anti glare components for special scenarios.
Facing roofs and curved buildings with insufficient load-bearing capacity, the team of lightweight components is gradually growing, including Nanjing Daycare Photovoltaic, Shangmai New Energy, Pincheng Jingyao, etc. It is reported that the weight of lightweight components can be less than 3kg/㎡, but the price is about twice that of conventional components.
Colorful customized components and balcony components are also highly eye-catching.
5. Low carbon
As a fundamental energy source for building zero carbon, the low carbonization of photovoltaic modules has also become a research and development focus for enterprises, with implementation paths including 100% renewable energy production, upgrading of raw materials and auxiliary materials, etc.
As a result, the steel frame gradually gained momentum. It is reported that the current component frame is mainly made of aluminum alloy material, but the electrolytic aluminum ring in the production process of aluminum alloy has high energy consumption and carbon emissions. Compared, the production of high-strength steel frames is more environmentally friendly. According to comprehensive calculations by enterprises, the carbon emissions of steel frame components can be about 5% lower than those of aluminum frame components. At the same time, steel frames also have many advantages in grounding, corrosion prevention, loading, installation, maintenance, logistics, and other aspects.