When the thin film solar photovoltaic industry suffered when the trap
Polysilicon overcapacity will prevent future development of the industry, but now it seems technology or lack of development of the industry's largest crisis. As the technology is not standard, domestic enterprises are expensive imported equipment from abroad, resulting in prices higher than similar foreign products. In this regard, in order to bail out domestic companies only hard "Strength", in order to compete in the future will not be eliminated.
Currently, the solar photovoltaic industry in the country in full swing, all regions have launched a new solar photovoltaic companies, which also led to a polysilicon investment boom. The idea that polysilicon overcapacity will prevent future development of the industry. But now it appears, or a lack of core technology development of the industry's biggest crisis.
As the lack of core technology, the domestic producers of polysilicon most expensive imported equipment from abroad, the result is the equipment costs to product prices higher than the price of similar foreign products 25%, while the thin-film battery devices also suffer from high cost of production, profitability foreseeable future.
In response, industry experts believe that, in order to bail out domestic producers of polysilicon and thin-film battery only hard "Strength", to improve their own value-added products, the only way to compete in the future will not be eliminated.
Since late last year, "excess capacity" of the polycrystalline silicon industry has been plagued by controversy. However, the dilemma may be just the polysilicon industry overcapacity one. Council chairman Li Yichun China's new materials, told reporters: "polysilicon cheap foreign and domestic expensive, backward technology industry is perhaps the biggest problem."
It is reported that China's PV production and more imports of foreign polysilicon. Been far away, mainly because the domestic production of higher product prices. At present, the domestic production of polysilicon price of $ 50-60 per kilogram, the price of polysilicon production abroad is only $ 48 per kilogram, far lower than the domestic business product.
The reason why the domestic polysilicon production costs so high, with technology and equipment defects.
Experts said polysilicon production technology has been monopolized by foreign enterprises, the earliest of polysilicon production technology is imported from Russia, although domestic companies based on Russian technology has also made some digestion and absorption, but there are still compared to developed countries and can consumption of high quality and instability problems. In addition, there is no domestic producers of polysilicon material to master core technologies and equipment from abroad, most cited high prices, high production equipment costs to products, resulting in polysilicon prices much higher than abroad.
China Renewable Energy Society officials say, to a large-scale producers of polysilicon, for example, thanks to the introduction of the technology business equipment, a great investment, investment can not recall the last, is still hard to say.
The same dilemma is taking place in thin-film battery business body. Including Suntech, ENN, LDK and other enterprises, including thin-film battery technology and market expansion plans because of the factors that impeded.
First half of 2008, polysilicon prices continue to rise. To September of that year, the price was pushed up to the polysilicon per kilogram to $ 500. As the price of polysilicon solar cells accounted for 70% of the cost, prices for polysilicon solar cell manufacturers bear the cost burden, many companies turning to lower-cost amorphous silicon thin-film battery technology.
Amorphous silicon thin-film battery is a major advantage is the lower manufacturing costs. Overseas, the amorphous silicon thin-film battery, the average cost of about $ 2 per kilowatt-hour, while the average cost of polycrystalline silicon photovoltaic cells at $ 3-4 per kWh. In China, the cost of amorphous silicon thin-film battery can be reduced to $ 1.3 per kWh.
At this point, the foreign film battery manufacturers in China have begun to sell its own thin-film battery devices. One of the most active is the Applied Materials and Oerlikon.
In this context, domestic enterprises have chosen to be launched film battery devices. Present, including Suntech, the new Austrian, LDK, including the number of companies are using the Applied Materials, Inc. provides thin-film battery production line; and awfully thin-film battery used in the production line from Oerlikon.
But it should be noted that foreign equipment manufacturers to sell devices at the same time left in flac.
It is reported that many foreign companies to sell the domestic with the most advanced equipment technology for 10 years the gap between them the 'old' equipment sold after the funds continue to invest in new technology research and development. An industry source said: "The world's most advanced thin-film battery manufacturers generally do not output to the Chinese film battery technology and technology."
China Renewable Energy Society, vice president of Meng Xiangan said thin-film battery construction of the project cycle is longer than the crystalline silicon cells, but the technology is still in development. Lack of domestic production of thin-film battery core technology, equipment manufacturing, especially, have to buy foreign equipment. And these devices are not cheap. LDK, officials said, with a production line equipment company to sell to different companies, the price is not the same. "Prices are confidential, a 70-megawatt amorphous silicon thin-film battery production line price should be 700 million -8 billion yuan."
Polysilicon production prices have been higher, while the thin-film battery production line is its price several times. To a 25-megawatt amorphous silicon thin-film battery production line, for example, the price of 3 000 000 -4 Bn, and 25 megawatts of silicon solar cell production line equipment costs only 40 million 50 million yuan.
Mengxian Gan said that at present, due to declining prices of silicon, less obvious advantages of thin-film battery, the market acceptance is not as polycrystalline silicon photovoltaic cells. And too much investment in equipment, investment recovery period is too long, and when to recover the costs is uncertain.
Technological innovation is the antidote
Difficulties facing the industry, business is continued and is now as high risk, low-income earn hard cash, or in technical force, to break the technical bottlenecks, access to high added value? This will be the industry every business needs to seriously think about. Now it seems that domestic enterprises have begun to make their own choices?? "Another living law."
LDK Solar Co., Ltd. Chairman Xiaofeng Peng said: "The current shortage of PV industry is the high-end, low-end surplus. Xiaofeng Peng explained that on the one hand, many low-end inventory not be sold, on the other hand, high-purity need to import large quantities of polysilicon, the domestic photovoltaic industry's high-end technology is still waiting for a number of key issues to overcome. "
"Technology innovation is the focus of the entire PV industry." YANGLI general manager of Zhejiang Chint Solar believes that the global PV industry, market demand, 40% -50% annual growth rate, but at the same time, the market cost of photovoltaic products reduced demand is also high, which requires not only in scale PV companies grow, but also crucial in technological advancement.
Has just successfully developed with independent intellectual property rights of polysilicon casting furnace, to fill the technology gaps Jiangsu Tianlong Chairman Feng Jinsheng optical equipment, said: "a solar companies to the country in the current low-end competition to win an extremely competitive environment The only way out is technological innovation. "
Photovoltaic industry, how quickly the technical problems to achieve a breakthrough? Hebei Jing Long, chairman Baofang suggested that the state should organize scientific research departments, universities and business together to form a national PV industry research center. The adoption of national investment, corporate-funded way to raise funds for scientific research, closely around the core technology of photovoltaic industry and new product development to determine the research, and jointly promote the development of photovoltaic industry, the high-end industrial technology, technology as soon as possible to get rid of China's PV industry has always been one step footsteps, the kinds of conditions.
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