Analysis of the development status of China's monocrystalline silicon industry

As we all know, most of the semiconductor materials are monocrystalline silicon. For a long time, China's monocrystalline silicon mainly relies on imports. With the continuous breakthrough in cost control and product conversion rate of single crystal enterprises, and the application advantages of single crystals in distributed photovoltaic power generation, the future single crystal is expected to achieve counterattack against polycrystals. The following is an analysis of the development status of China's monocrystalline silicon industry.
The more and more photovoltaic power plants are built, how to reduce the cost of electricity has always been a hot topic in the industry, and it has become the primary consideration for power plant owners. The efficiency of photovoltaic conversion is the core factor for the reduction of electricity costs. More and more power station owners and owners of photovoltaic power plants have turned their attention to the power generation efficiency and electricity cost of photovoltaic power plant projects, which has created a favorable development environment for the strong rotation of monocrystalline silicon battery components.
Monocrystalline silicon and polycrystalline silicon are two technical routes for solar photovoltaic crystalline silicon components, which are classified into single crystal and polycrystalline due to different lattice arrangements. The general view in the industry is that monocrystalline silicon has the advantage of high power generation, but the cost is high. However, the latest data shows that the comprehensive construction cost of the two power plants is almost flat, and in the later operation and maintenance, monocrystalline silicon has certain advantages.
Since the single crystal is a single structure, the crystal structure is more perfect, and the polycrystalline structure is a combination of a myriad of single crystals. From the perspective of crystal quality, it is very clear to those skilled in the art that single crystals are better than polycrystalline levels, regardless of dislocation density or impurity content. The crystal quality of Czochralski silicon is better than that of ingot polycrystalline, which determines the conversion efficiency of single crystal cells. In terms of power plant quality, more than 30 years of power generation practice, single crystal is the only technical route to withstand long-term verification.

Substantial power generation revenue
For investors who hold long-term holdings or use photovoltaic power plants for future transactions, it is necessary to assess whether a power station is worthwhile and the amount of electricity generated is the core.
A report from a large-scale ground-based photovoltaic power plant in Qinghai Golmud, which has been in operation for more than five years, is owned by Sunshine Energy Holdings Co., Ltd. The report intercepts the comparison of power generation from January 2013 to May 2015, the same installed capacity, In the same environment, using the same inverter, the power plant using single crystal components for more than two years is 5.12% more than the power plant with polycrystalline components. The observation data under different weather conditions shows that the single crystal is in low light conditions. The advantage is more obvious. During the observation period, the cumulative power generation of single crystals in cloudy weather is 6.47% higher than that of polycrystals. Under cloudy conditions, the cumulative power generation of single crystals is 10.06% higher than that of polycrystals. During the observation period of more than two years, the power generation of 10MW single crystal array was 2.11 million degrees higher than that of the same 10MW polycrystalline array.
The report pointed out that in terms of long-term reliability of power plants, the initial light decay of single crystal cells will recover quickly and will stabilize in one year. However, the performance of the polycrystalline battery continues to decline with the extension of the illumination time, and no output power recovery occurs. The long-term attenuation level of single crystals is significantly lower than that of polycrystals.

Cost reduction provides better development soil for single crystals
Affordable Internet access is the future that the PV industry seeks together. The continuous decline in the cost of building PV modules and systems is an important way to achieve PV parity. The only way to reduce the cost of PV system construction is to increase the conversion efficiency of PV modules. At present, the cumulative installed capacity of domestic PV has exceeded 28GW and is growing at a rate of more than 10GW per year.
From the technical point of view, mainstream polysilicon chip manufacturers and component manufacturers do not deny the good development prospects of single crystal. In terms of cost: with the development of single crystal growth, the popularity of diamond wire flaking and the conversion efficiency of single crystal cells are constantly refreshed, and the cost per dilution is increased. The more competitive advantages of single crystals, the more and more photovoltaic manufacturers will increase the share of single crystals, layout of the single crystal market, monocrystalline battery components will lead the development of high-efficiency photovoltaic market.
Since 2014, mainstream battery manufacturers such as Taiwan and South Korea have expanded their production by almost 100%. In the domestic monocrystalline silicon industry chain, the main manufacturers are Longji, Sun Energy, Comtec, Jinglong Group, Zhonghuan, etc., and Poly GCL, which used polysilicon as its main business, plans to invest 10GW of single crystal production line. .

summary
Up to now, only 30% of the global crystalline silicon photovoltaic power plants are using single crystals, and they are mainly concentrated in a few developed countries such as the United States, Japan, and Europe. They are not widely used in China. The market research report of the single crystal silicon industry shows that the current cost gap between single crystal and polycrystalline is rapidly shrinking, while the single crystal conversion efficiency advantage is expanding, and the marginal effect of polycrystalline crystals begins to appear after reaching 18-19% conversion efficiency. The growth rate is slow, while the current conversion efficiency of P-type single crystal is 19.5%-20.5%, 21.5% will be exceeded in 1 year, the conversion efficiency of N-type single crystal is 22%-25%, and the N-type theory can achieve 30% high efficiency. . At present, P-type single crystals have surpassed polycrystalline in terms of cost performance, and it is foreseeable that in the near future, as the cost approaches or even reaches a flat level, polycrystals are expected to be replaced by single crystals in a large area.

TCM Decapper 1/6/8 Channel

Source Sample Handling Equipment,Source TCM Decapper 1/6/8 channel

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