Thin film batteries and Solar cell market
Intel Capital has invested with the International Finance Corporation, the benefits from Shenzhen, the new Austrian solar technology and Hebei, making thin film solar cells growing interest. In fact, as early as last August, the Valley of polysilicon thin-film battery solutions R & D company SierraSolar had received DT Capital, Mayfield, GSR Ventures and U.S. investment; this year in July, Legend Capital is also involved in the creation of the cadmium telluride thin-film solar battery, Zhejiang advanced solar energy.
Solar products are divided into crystalline silicon cells, thin film battery types: the former includes monocrystalline silicon cell, two polycrystalline silicon cells, accounting for most of the global market share of the industry; the latter includes amorphous silicon cells, copper indium gallium selenium and cadmium telluride cell batteries, the current small market share.
Mature due to technical and production patterns, the polysilicon crystalline silicon cells is the world's solar cell market has been the mainstream products. Conventional solar cell industry chain, including crystalline silicon raw materials, wafers, cells, cell components, applications 5 links. Upstream silicon raw material, silicon areas; middle reaches of the solar cell, battery component part; the downstream part of the application system.
Manufacturing cost of crystalline silicon cells depends primarily on the production of silicon of high purity silicon material consumption and prices, as energy prices remain high, high-purity silicon material in the supply of production technology and market monopoly by several major vendors, resulting in crystalline silicon cells high cost, and the narrow space next fall, limiting its technology development and market promotion. According to ChinaVenture statistics, China has the world's largest solar cell producer, has 12 companies listed overseas, but mainly in the downstream industry chain, polysilicon cells, and 90% of the products sold abroad, subject to market demand and a great influence on the exchange rate, poor ability to resist risks.
In contrast, although the film photoelectric conversion efficiency of the battery in the lower life expectancy was short, but low-temperature technology reduces energy consumption, and easy to use glass, stainless steel and other low-cost substrate, related electronic gas and glass industries have also been developed, the supply and prices more stable. This makes high-purity silicon material by the upstream manufacturer fewer constraints, the cost to obtain the better control. ChinaVenture that, from the market perspective, BIPV thin film battery, a large-scale low-cost power plant construction and other aspects of the application, than the traditional crystalline silicon cells is much wider.
ChinaVenture that a technology or product can be widely applied, in addition to the popularity of its products, applications, costs and prices is extremely important. Because the higher cost of power generation, photovoltaic energy market environment can not compete with traditional energy sources, photovoltaic market at this stage still policy-driven, in Europe, the United States and Japan also benefited from a significant expansion of major government subsidies and preferential policies . The recent world economic crisis could enable countries to government subsidies and preferential policies appear diminished, the market was shrinking.
The face of economic crisis preferential policies to reduce, as soon as photovoltaic energy industry companies need to reduce their costs and product prices, by reducing the cost of photovoltaic power generation to provide users with more value-added, is visualized as a thin film battery is an effective way. Currently, Suntech, and a number of LDK Solar cell manufacturers have started to engage in the field of thin film, which will give the original pattern of the highly competitive industry to bring new changes and opportunities. ChinaVenture that, due to cost and application advantages, than the crystalline silicon thin film photovoltaic cells have a broader development prospects, and there has not been more successful domestic large listed companies, VC / PE may be appropriate for the industry concerned.
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