CEA Inoshuma Mepu Iyo Yazvino Global Trends MuSolar Panel Manufacturing

ByKelly Pickerel|Gumiguru 13, 2022

Kambani yeAdvisory Clean Energy Associates (CEA) yakaburitsa yazvino musika wehungwaru mushumo unoongorora mamiriro ekugadzira solar panel padanho repasi rose.Zvizere”Q2 2022 PV Supplier Market Intelligence Program Report (SMIP)”inowanikwa kuburikidza nekunyorera.

Pakati pezvakawanikwa mumushumo wekota iyi maitiro etekinoroji evatengesi vanochinjisa kutarisa kune TOPCon uye HJT solar, izvo zvichawedzera kushanda kwemazinga ezuva.Izvi zviri kukonzera kuwanda kwakawanda munzvimbo yekugadzira masero ezuva kuti ipe kudiwa kwemasero akagadziridzwa neazvino matekinoroji.

Padivi rekugadzira, vatengesi vari kutsvaga nzira dzekukwirisa saizi yewafer mushure mekumisikidza 210-mm (G12) uye 182-mm (M10) module zviyero.Iyo "182-mm Plus" (182P) yakawedzera hurefu hwewaferi kuti iwedzere kudzikisa "nzvimbo chena" inokonzerwa neyakavharwa macell kuti isvike ku5 W yekuwedzera kuburitsa.Module saizi haifanirwe kukanganiswa.Iyo "210-mm Yakaderedzwa" (210R) yakaderedza wafer wides ye niche padenga rekushandisa pamutengo wekubuda kwemagetsi.Saizi nyowani dzemodule dzekushandisa padenga remba dzichaunzwa.

CEA inoburitsa epasi rose solar supply cheni mukati memushumo, kusanganisira:

• Zvivako zvitanhatu zvepolysilicon zvinotarisirwa kukwidza kugadzirwa kwekota ino, zvichiunza Q3 yakazara yepasi rose inowanikwa polysilicon yekugadzira nameplate ku90 GW.Kupera-kwegore polysilicon masimba anotarisirwa kusvika 295 GW muna 2022 (mushure me accounting yekugadzirisa fekitori) uye anosvika 536 GW muna 2023 (tichifunga kuti mapurojekiti ese ari mupombi anokura sezvakarongwa).
• Ingot huwandu hwakakura hunosvika makumi matatu GW kota ino, zvakanyanya nekuda kweimwe 23 GW iri kuuya online pazvivakwa zviviri.
• Wafer huwandu hwakadzikira zvishoma, zvakanyanya nekuda kwemutengesi aregedzesa huwandu hwayo hwekristaro.
• Vatengesi gumi nevanomwe vePV vakafukidzwa mumushumo vakawedzera huwandu hwesero ne22% muQ2 2022 chete, zvichiunza imwe 47 GW yekugona pamhepo kuti isvike huwandu hwe262 GW kota ino.
• Module yekugadzira masimba muQ2 2022 yakasvika pamusoro pe324 GW, uye pakupera kwa2022 inofungidzirwa kusvika 400 GW, inokwira ingangoita 20% kubva pane zvazvino.

SMIP Supplier Ingot Uye Wafer Capacity (GW kupera-kwegore kugona fungidziro)

Vatengesi vakafukidzwa neshumo parizvino vari kushanda gumi nerimwe GW yeasiri-China ingot kugona, 42 GW yeasiri-China cell cell, uye inoda kusvika makumi mashanu GW yeasiri-China module kugona.Vanochengetedza zvirongwa zvekuwedzera hunyanzvi uhu ku23 GW, 73 GW, uye 74 GW, zvichiteerana.Vanenge vese vatengesi vakaziva zvirongwa zvekusimudzira zvisiri zveChina zvemawafer makuru;vashoma chete vatengesi vanoenda kune iyo 210-mm fomati inoda imwe nguva yekupedzisa zvirongwa zvekuwedzera nekuda kwekudiwa kwekutenga / kusimudzira michina inodhura.

CEA inoshuma kuti kusavimbika kwebumbiro kuri kuramba kuchimisa zvirongwa zvekuwedzera muUnited States.

Nhau chinhu kubva kuCEA