Be wary of the diamond thread repeating the silicon carbide cover

In the field of solar wafer wire cutting, the market of silicon carbide micropowder has been raging from the popularity of a few years ago to today's bleak. The reason for this pessimism is the tight external photovoltaic environment and the overwhelming integration of the internal silicon carbide industry. Externally, the implementation of “double-reverse” on China's PV products by Europe and the United States has caused the domestic PV industry to be hit hard and fell into a trough, which in turn has implicated the silicon carbide industry. Internally, the previous huge profits have triggered a rapid expansion of the silicon carbide industry, resulting in overcapacity in the industry. The market competition is becoming more and more fierce, and the survival of enterprises is getting more and more difficult.

When talking about the status quo of the silicon carbide industry, it has to be said that the diamond wire has a replacement for the online cutting of silicon carbide. In the solar wafer cutting process, compared to the traditional mortar cutting technology, diamond wire cutting technology is also called fixed abrasive cutting technology. He uses the method of electroplating or branch bonding to attach the diamond abrasive to the surface of the steel wire. The diamond wire is directly applied to the surface of the silicon rod or the silicon ingot to be ground to achieve the cutting effect. The diamond wire has the characteristics of fast cutting speed, high cutting precision and low material loss rate. The technical breakthrough of the cutting line is an important way to reduce the cost of wafer processing, and it is also the future trend of wafer cutting.

Although the solar photovoltaic industry is currently facing a severe situation, its new energy as one of the strategic emerging industries has broad prospects for development. Some bosses inside and outside the abrasives industry are seeing the strategic significance of PV in emerging industries, and have already planned or invested in the construction of the Diamond Line. However, the production of diamond wire has a large investment compared with silicon carbide, and the technical threshold is high. The key to the success or failure of the production of the diamond line lies in capital, technology, talents, management and market. Each link must be able to receive high returns from all enterprises. All the conditions of a company that do not have or do not have the advice or the involvement of the diamond line. (The main discussion below is the resin diamond wire)

Whether the funds are sufficient. In China, the King Kong line is an emerging technology. Although enterprises and institutions have been researching and developing for many years and have achieved results, they are not as mature and extremely confidential. Therefore, most companies choose to introduce foreign technology when establishing the diamond line project. Of course, some enterprises will choose to develop independently. Whether it is self-developed or imported, it requires a lot of money. The production process of diamond wire requires fine, accurate and strict raw materials (adhesive agent). , diamonds, etc., production testing equipment (washing machine, wire making machine), etc. have special requirements, there are few manufacturers of raw materials and equipment that can provide diamond wire in China. At present, most enterprises consider the investment return period. Relying on the introduction of technology is a helpless move, then "burning money" is inevitable, and the project investment is in units of 100 million yuan. If you don't have strong financial support, you can only build a diamond.

Whether the technology passes. The introduction of technology abroad is often difficult to grasp the core, and international competition is usually in a passive position, which is extremely unfavorable to the long-term development of enterprises. The quality of the diamond wire has strict requirements on the production process and control, including the production environment, the storage and preparation of raw and auxiliary materials, the pretreatment of the busbar, the standard operation of the wire and the inspection and inspection of the finished product. The production of diamond wire requires a closed, dust-free environment with certain requirements for temperature and humidity. The production of small catkins and hair can cause tens of thousands of products to be scrapped. The diamond wire has a higher risk than silicon carbide. When the silicon carbide cutting silicon wafer is broken, our company bears relatively little responsibility because the wire is the customer's own, but when the diamond wire is cut, the wire breaks. When the customer thinks it is a problem with your line, because the line is what you provide. The reason for the disconnection involves technical aspects, such as bubbles and bright spots appearing in production, which are the causes of disconnection. How to solve these problems is a difficult problem for every diamond line manufacturer and must be solved. Environmental control, storage and preparation of raw materials, pre-treatment of busbars, and process operations of wire-making are a unified process. If a problem occurs in one part, the product will be scrapped. Knowing how to use equipment also requires mastery of maintenance equipment. How to use millions of machines to maximize their energy efficiency and how to create maximum value for the company is also a technical job. Enterprises engaged in the diamond line must eat and pass on technology.

Whether the talent is excellent. In China, the diamond wire as an emerging silicon wafer cutting technology, its technical talent is relatively scarce, enterprises need to work hard on the cultivation of talents. In terms of resin diamond wire, the normal production cycle of a roll of resin wire needs to be nearly 18 hours. In the process, the operator regularly observes and records the instrument parameters from time to time, and makes corresponding operation actions to ensure each meter diamond wire. Qualified, this requires the technical staff to be serious and responsible, meticulously high quality to achieve continuous reliability of production, a small negligence can lead to the end of the entire production cycle of work results. At present, the proportion of workers in the first line after the 90s is getting higher and higher. The key words they care about are no longer wages and benefits, but preferences, freedom and comfort. The production environment of the diamond line is relatively closed due to its special requirements and the production cycle is long. Process control is strict, and in such a boring work environment, how to manage these new generation workers really needs a little thought. How to identify, employ, and retain people is a difficult problem that must be solved in front of every leader.

Whether management is scientific. Technology and management Which is more important to the development of the company has always been a hot topic. Regardless of which is important, one can be sure that one can be less and one cannot be weak. Without the foundation of technology, even the best management can't be used. However, with advanced technology but chaotic management, companies are just doing nothing. Effective management is an important means to enhance the competitiveness of enterprises and bring benefits to enterprises. The technical process requirements of the diamond wire must pay attention to the details in the production, avoiding the small loss, lean management is indispensable for the diamond line enterprises. How to conduct on-site management, manpower management, and production management. I am afraid that every entrepreneur should think deeply about the diamond line project.

Whether market development is in place. In the field of photovoltaic wafer cutting, the diamond wire is a trend to replace silicon carbide micropowder cutting, but domestic diamond fiber companies still face industry risks. First, although diamond cutting has significantly improved the existing cutting technology, it is still part of the photovoltaic industry chain. If the photovoltaic industry continues to be sluggish, it will become difficult for the project to operate. Second, the risks of market development. The use of diamond wire cutting must re-purchase the cutting machine or transform the existing multi-wire cutting machine. The current PV downstream industry is generally difficult to operate, and the willingness to update the equipment is not strong, so the market is difficult to cut. Third, the market demand is expected to start with the Diamond Line in around 2014. It is predicted that by 2020, 69% of the silicon wafers will be cut from the diamond wire, and the diamond wire will be used every year to reach 25 to 34 million kilometers. According to forecasts, the global PV market demand for the Diamond Line in 2011 is about 300,000 kilometers (mainly in the Japanese market), reaching 2.7 million kilometers in 2014, about 11 million to 14 million kilometers in 2017, and 34 million kilometers by 2020. . If the photovoltaic industry is making technical changes for the diamond line, can the diamond line manufacturers meet the demand? In general, this is not a problem. Although Asahi is currently a manufacturer that offers a high volume of commercial lines (we assume a market share of more than 60%), it is rumored that it still has a lot of idle capacity. In addition, there are other Japanese manufacturers that can produce high-quality products that can expand capacity, including JFS, Noritake, Read, and ALMT. By 2014, the market will be more competitive. MeyerBurger, Switzerland, has a clear roadmap that will be a major player in this market regardless of the quality of its products. Domestically, Xindaxin Materials has established Kaifeng Hengrui New Diamond Products Co., Ltd., a wholly-owned subsidiary of King Kong Line. The first phase of the annual production of 3.6 million kilometers of resin diamond wire has been put into operation; Henan Huamao Group's 5.6 million kilometer resin diamond line project has this year Construction.