With the rapid start of the photovoltaic market, various process options have been a hot topic in the industry throughout the photovoltaic industry chain. In the middle of the industrial chain, does the purification of polysilicon use Siemens chemical or metallurgical methods? Is the industrial chain terminal an amorphous silicon film or a crystalline silicon? It seems that the "alternative theory" who will replace who has stopped has not stopped for a moment, but the factual development is not the case. Recently, Sha Xiaolin, chairman of Johnson & Johnson Optoelectronics, said with confidence to reporters: "I believe that amorphous silicon film will have a big breakthrough in two years."
Film is a mature product
Sha Xiaolin said: "Many people now question the conversion rate and service life of amorphous silicon thin-film batteries, which is caused by the lack of understanding of amorphous silicon thin-film batteries. Amorphous silicon thin-film batteries have been developed for nearly 50 years. The 25-year lifetime of crystalline silicon thin-film batteries is also proven by practice. An amorphous silicon thin-film battery power plant built by Losora in Los Angeles has been in operation for 17 years. European TV (German Technical Supervision Association) and US UL (Insurer Laboratories) and other certification bodies have carried out rigorous simulation tests on amorphous silicon thin film battery certification, which also proves that the thin film battery has a 25-year service life and the attenuation rate meets the design requirements. It can be said that 25 years is a practice proof. The time limit proved by scientific testing. In addition, Munich Reinsurance Company of Germany has 20 years of quality underwriting for Johnson & Johnson amorphous silicon thin film batteries, which also shows that amorphous silicon thin film batteries are a fairly mature product."
Sha Xiaolin also said: "We have never avoided the fact that amorphous silicon thin-film batteries have a gap in conversion rate with crystalline silicon. However, through cost-effective calculation, amorphous silicon thin-film batteries still have the incomparable advantages of crystalline silicon. I always insist The core of photovoltaic power generation is cost, which is the on-grid price." He said: "When the outdoor temperature exceeds 50 degrees Celsius, the power generated by the crystalline silicon battery will be greatly attenuated, while the thermal attenuation of the amorphous silicon thin film battery is very low. At the same time, the amorphous silicon thin film battery has a good weak light effect. Therefore, in one year, the amorphous silicon thin film battery of the same power should produce 10%-15% more electricity. The wasteland must be in the high temperature and high light area. The characteristics of amorphous silicon thin film batteries undoubtedly make it the best choice for wasteland. At present, amorphous silicon thin film batteries still have the problem of low conversion rate, but after joint efforts and efforts, this bottleneck will certainly be big in recent years. Breakthrough. It is foreseeable that after two years, amorphous silicon thin film batteries will become another mainstream product of photovoltaic modules."
The winning bid price is very rational
The bid price for the second PV tender in China has been announced, but the price of 0.73 yuan still makes the industry experts "stunned." Many industry experts have said that this price is not conducive to the development of the domestic PV market. But Sha Xiaolin did not agree with this view.
Sha Xiaolin said: "The price of this bid should be rational, and it is also a breakthrough in China's PV bidding price." He explained, "It is not Johnson's amorphous silicon thin film battery that says the price is low, this is very Rigorous calculations: According to the calculation of the construction of amorphous silicon thin film battery power station in the northwest region of 12.5 million yuan per megawatt, plus 7%-8% return rate, the cost per kWh is only 0.7 yuan. Qinghai is the world's most In a good light area, the power generation is 10%-15% higher than other northwestern regions, so the low price of 0.73 yuan is a good thing to win the Qinghai project. But the choice of crystalline silicon battery, the battery segment needs 13 to 14 million yuan, other equipment And the construction cost is more than 5 million yuan, so it takes 18 million yuan to build a megawatt crystalline silicon power station. It is not easy to get electricity at around a dollar. So, cost control has something to do with what components to choose."
Sha Xiaolin said: "Different components are suitable for different regions. Crystalline silicon has high cost and high efficiency. It can be installed on urban roofs with inch-inch gold, and the film is more suitable for desert areas." He said: "According to crystalline silicon silicon Calculated at $30 a kilogram, the battery's ultimate cost should be $0.90 per watt, which is unlikely to fall again; the average cost of amorphous silicon thin-film batteries can be reduced to $0.50 per watt in two years."
Sha Xiaolin said: "Amorphous silicon thin-film batteries have more power generation and lower cost. The only area is larger. China has 2 million square kilometers of wasteland. If 2.5% of wasteland is used to build power stations, its power generation can be close. At present, the installed capacity of China's electric power is 900 million kilowatts. Therefore, amorphous silicon thin-film batteries have a very broad application prospect due to their near-thermal power generation costs."
Market regulation
Despite the approval of the price of this tender, Sha Xiaolin did not agree to continue to engage in nationwide PV bidding projects next year. He said: "After several years of exploration, China's photovoltaic application has reached a period in which the price of electricity can be determined. The state should introduce an on-grid price as soon as possible. The on-grid tariff is delayed, and the company has no bottom. The on-grid price is determined, just like the student college entrance examination. With a score line, from the second bidding situation, its method is also not conducive to the entry of other capital. China's photovoltaic application is developing rapidly, it needs policy support, and it has a road with Chinese characteristics."
Sha Xiaolin further said: "The development of China's photovoltaic applications requires not only a reasonable on-grid tariff, but also research and improvement in the power generation tax policy. Sunshine is a no-cost raw material, and should not adopt a value-added tax method, but should implement a fixed tax. I hope that this proposal can be taken seriously." Sha Xiaolin said: "The amorphous silicon thin film battery industry chain is short, easy to mass, batch, continuous production, and suitable for modular, standardized, scientific and large-scale construction of photovoltaic power plants. If the policy is matched, the production of amorphous silicon thin-film batteries will surely get a qualitative leap in two years, and the goal of achieving parity online access after 3-5 years of photovoltaic power generation will certainly become a reality."
Film is a mature product
Sha Xiaolin said: "Many people now question the conversion rate and service life of amorphous silicon thin-film batteries, which is caused by the lack of understanding of amorphous silicon thin-film batteries. Amorphous silicon thin-film batteries have been developed for nearly 50 years. The 25-year lifetime of crystalline silicon thin-film batteries is also proven by practice. An amorphous silicon thin-film battery power plant built by Losora in Los Angeles has been in operation for 17 years. European TV (German Technical Supervision Association) and US UL (Insurer Laboratories) and other certification bodies have carried out rigorous simulation tests on amorphous silicon thin film battery certification, which also proves that the thin film battery has a 25-year service life and the attenuation rate meets the design requirements. It can be said that 25 years is a practice proof. The time limit proved by scientific testing. In addition, Munich Reinsurance Company of Germany has 20 years of quality underwriting for Johnson & Johnson amorphous silicon thin film batteries, which also shows that amorphous silicon thin film batteries are a fairly mature product."
Sha Xiaolin also said: "We have never avoided the fact that amorphous silicon thin-film batteries have a gap in conversion rate with crystalline silicon. However, through cost-effective calculation, amorphous silicon thin-film batteries still have the incomparable advantages of crystalline silicon. I always insist The core of photovoltaic power generation is cost, which is the on-grid price." He said: "When the outdoor temperature exceeds 50 degrees Celsius, the power generated by the crystalline silicon battery will be greatly attenuated, while the thermal attenuation of the amorphous silicon thin film battery is very low. At the same time, the amorphous silicon thin film battery has a good weak light effect. Therefore, in one year, the amorphous silicon thin film battery of the same power should produce 10%-15% more electricity. The wasteland must be in the high temperature and high light area. The characteristics of amorphous silicon thin film batteries undoubtedly make it the best choice for wasteland. At present, amorphous silicon thin film batteries still have the problem of low conversion rate, but after joint efforts and efforts, this bottleneck will certainly be big in recent years. Breakthrough. It is foreseeable that after two years, amorphous silicon thin film batteries will become another mainstream product of photovoltaic modules."
The winning bid price is very rational
The bid price for the second PV tender in China has been announced, but the price of 0.73 yuan still makes the industry experts "stunned." Many industry experts have said that this price is not conducive to the development of the domestic PV market. But Sha Xiaolin did not agree with this view.
Sha Xiaolin said: "The price of this bid should be rational, and it is also a breakthrough in China's PV bidding price." He explained, "It is not Johnson's amorphous silicon thin film battery that says the price is low, this is very Rigorous calculations: According to the calculation of the construction of amorphous silicon thin film battery power station in the northwest region of 12.5 million yuan per megawatt, plus 7%-8% return rate, the cost per kWh is only 0.7 yuan. Qinghai is the world's most In a good light area, the power generation is 10%-15% higher than other northwestern regions, so the low price of 0.73 yuan is a good thing to win the Qinghai project. But the choice of crystalline silicon battery, the battery segment needs 13 to 14 million yuan, other equipment And the construction cost is more than 5 million yuan, so it takes 18 million yuan to build a megawatt crystalline silicon power station. It is not easy to get electricity at around a dollar. So, cost control has something to do with what components to choose."
Sha Xiaolin said: "Different components are suitable for different regions. Crystalline silicon has high cost and high efficiency. It can be installed on urban roofs with inch-inch gold, and the film is more suitable for desert areas." He said: "According to crystalline silicon silicon Calculated at $30 a kilogram, the battery's ultimate cost should be $0.90 per watt, which is unlikely to fall again; the average cost of amorphous silicon thin-film batteries can be reduced to $0.50 per watt in two years."
Sha Xiaolin said: "Amorphous silicon thin-film batteries have more power generation and lower cost. The only area is larger. China has 2 million square kilometers of wasteland. If 2.5% of wasteland is used to build power stations, its power generation can be close. At present, the installed capacity of China's electric power is 900 million kilowatts. Therefore, amorphous silicon thin-film batteries have a very broad application prospect due to their near-thermal power generation costs."
Market regulation
Despite the approval of the price of this tender, Sha Xiaolin did not agree to continue to engage in nationwide PV bidding projects next year. He said: "After several years of exploration, China's photovoltaic application has reached a period in which the price of electricity can be determined. The state should introduce an on-grid price as soon as possible. The on-grid tariff is delayed, and the company has no bottom. The on-grid price is determined, just like the student college entrance examination. With a score line, from the second bidding situation, its method is also not conducive to the entry of other capital. China's photovoltaic application is developing rapidly, it needs policy support, and it has a road with Chinese characteristics."
Sha Xiaolin further said: "The development of China's photovoltaic applications requires not only a reasonable on-grid tariff, but also research and improvement in the power generation tax policy. Sunshine is a no-cost raw material, and should not adopt a value-added tax method, but should implement a fixed tax. I hope that this proposal can be taken seriously." Sha Xiaolin said: "The amorphous silicon thin film battery industry chain is short, easy to mass, batch, continuous production, and suitable for modular, standardized, scientific and large-scale construction of photovoltaic power plants. If the policy is matched, the production of amorphous silicon thin-film batteries will surely get a qualitative leap in two years, and the goal of achieving parity online access after 3-5 years of photovoltaic power generation will certainly become a reality."
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