Advisory agency Clear Vitality Associates (CEA) has launched its newest market intelligence report that critiques the standing of photo voltaic panel manufacturing on a world scale. The complete “Q2 2022 PV Supplier Market Intelligence Program Report (SMIP)” is on the market through subscription.
Among the many findings on this quarter’s report is the expertise development of suppliers shifting focus to TOPCon and HJT photo voltaic, which is able to enhance effectivity ranges of photo voltaic panels. That is resulting in extra expansions within the photo voltaic cell manufacturing house to provide the necessity for up to date cells with the newest applied sciences.
On the manufacturing aspect, suppliers are exploring methods to optimize wafer sizes after standardizing 210-mm (G12) and 182-mm (M10) module dimensions. The “182-mm Plus” (182P) has elevated wafer heights to additional scale back “white house” attributable to intercell gaps to attain as much as 5 W of further output. Module sizes ought to be unaffected. The “210-mm Decreased” (210R) has decreased wafer widths for area of interest rooftop functions on the expense of energy output. New module sizes for rooftop functions shall be launched.
CEA maps out international photo voltaic provide chain capacities inside the report, together with:
- Six polysilicon amenities are anticipated to totally ramp up manufacturing this quarter, bringing Q3’s complete international out there polysilicon manufacturing nameplate to 90 GW. Finish-of-year polysilicon capacities are anticipated to achieve 295 GW in 2022 (after accounting for manufacturing facility upkeep) and as much as 536 GW in 2023 (assuming all initiatives within the pipeline develop as deliberate).
- Ingot capability grew nearly 30 GW this quarter, primarily attributable to one other 23 GW coming on-line at two amenities.
- Wafer capability decreased barely, primarily attributable to a provider retiring its multi-crystalline wafer capability.
- The 17 PV suppliers lined within the report elevated complete cell capability by 22% in Q2 2022 alone, bringing a further 47 GW of capability on-line to achieve a complete of 262 GW this quarter.
- Module manufacturing capacities in Q2 2022 reached over 324 GW, and by the top of 2022 are forecasted to achieve almost 400 GW, up roughly 20% from present capacities.
Suppliers lined by the report presently function 11 GW of non-China ingot capability, 42 GW of non-China cell capability, and almost 50 GW of non-China module capability. They keep plans to extend these capacities to 23 GW, 73 GW, and 74 GW, respectively. Nearly all suppliers have realized non-China improve plans for big wafers; only some suppliers migrating to the 210-mm format want further time to finalize enlargement plans because of the want for extra pricey tools buying/upgrading.
CEA studies that coverage uncertainty continues to defer enlargement plans in the USA.
Information merchandise from CEA