时创能源表示，本次合作致力于快速实现叠栅组件技术从实验室中试线转化到工程化大规模量产进行合作。据合作计划，合同签订后，双方进行深度研发合作开发，在如期或提前达成项目技术要求后，启动叠栅组件技术量产导入。时创能源 previously mentioned that the potential partners of the company are mainly concerned about indicators such as yield rate, achievement of power, and certification of technical reliability; cost indicators include equipment investment costs, etc. Analysts say that in addition to reducing silver consumption, gate stack technology can also improve efficiency by using ultra-high surface reflectivity of extremely fine triangular conductive wires, reducing the equivalent shaded area of the battery surface to less than 1%.
On September 22nd, in the "Science and Technology Innovation Board Daily" report, it was announced that Shichuang Energy has signed a "Technology Cooperation and Development Agreement" with Tongwei Co., Ltd. The two parties plan to carry out technical cooperation and development and follow-up mass production plans for gate stack component technology.
In August of this year, Shichuang Energy signed a "Strategic Cooperation Agreement" with Tongwei Co., Ltd. and Zhejiang Jingsheng Mechanical & Electrical Co., Ltd., aiming to jointly promote the development and mass production of gate stack component technology. Based on the strategic cooperation in August, Shichuang Energy has further signed this contract with Tongwei Co., Ltd.
Shichuang Energy stated that this cooperation is committed to quickly realizing the transformation of gate stack component technology from laboratory pilot production to large-scale engineering mass production. According to the cooperation plan, after the signing of the contract, the two parties will engage in in-depth research and development cooperation. Once the project's technical requirements are met on schedule or ahead of schedule, the mass production of gate stack component technology will be initiated.
In the minutes of an institutional survey in early September, Shichuang Energy mentioned that the company is actively advancing cooperation with leading large factories. The potential partners of primary concern are indicators such as yield rate, achievement of power, and certification of technical reliability; cost indicators include equipment investment costs, etc.
Shichuang Energy also mentioned in the announcement that the "Technology Cooperation and Development Agreement" signed this time does not involve a specific amount and is not expected to have a significant impact on the company's operating performance in 2024.
Gate stack technology can reduce silver consumption.
In the highly competitive photovoltaic industry, new technologies for cost reduction and efficiency improvement continue to emerge, and gate stack technology is one of them.
The grid component technology is a generic semiconductor metallization technology and battery stringing technology. The grid structure can avoid the parallel conduction of current in the sub-grid line direction parallel to the battery surface, and only conduct vertically from the conductive seed layer to the conductive wire in the direction perpendicular to the battery surface.
Therefore, the resistance requirements for the seed layer parallel to the battery surface direction are reduced, thus achieving a significant reduction in silver consumption. In addition, the grid technology uses ultra-high surface reflectivity ultra-fine triangular conductive wires, which can reduce the equivalent shaded area of the battery surface.
Image | Source: htsc Research Report
At the collective performance conference of the Science and Technology Innovation Board photovoltaic session held in May this year, Xia Jingjing, the secretary of the board of directors of Shichuang Energy, told the reporter of the "Science and Technology Innovation Board Daily", "The company will continue to promote the research of grid technology, hoping to achieve a significant reduction in silver consumption in the future, while combining the efficiency improvement of the TOPCon dual POLO technology."
Related information shows that the cost of silver paste accounts for about 40% of the non-silicon cost of the battery, and is a key material affecting the efficiency and cost of the battery. Therefore, reducing silver consumption has become one of the important cost reduction directions in the photovoltaic industry.
In the view of Shanxi Securities analyst Xiao Suo, in addition to reducing silver consumption, the grid technology adopts ultra-high surface reflectivity ultra-fine triangular conductive wires, which can reduce the equivalent shaded area of the battery surface to below 1% in terms of efficiency improvement. In addition, the double-sided POLO passivation technology matches well with grid technology.
In addition to the grid technology, new technologies such as 0BB, HJT large-scale production equipment and copper interconnection technology, TOPCon half-cell passivation technology, laser efficiency improvement technology, etc., are emerging frequently, and are all focusing on cost reduction and efficiency improvement.
"Increasing the conversion efficiency to increase the output power of the components, thereby obtaining a higher watt premium per component; reducing the cost of materials such as silicon wafers and silver paste to obtain a more resilient cost structure is the reason why new technologies are emerging frequently in the photovoltaic industry under the current background of "internal cycling," said Ni Zhengyang, analyst at HTSC."
