Views: 1000 Author: Site Editor Publish Time: 2024-01-31 Origin: Site
According to PV InfoLink data, the combined market share of 182mm and 210mm large-size solar cells accounted for nearly 90% of the total market share in 2022, establishing themselves as the industry standard. In the direction of large-size development, various PV module manufacturers have pursued differentiated technology and product layouts based on their own technological accumulation and understanding of future market demands.
According to PV InfoLink data, leading integrated module manufacturers in China such as LONGi, JA Solar, TW Solar, Jinko Solar, Canadian Solar , and Risen have long been among the top 10 global module shipment volumes. Among them, LONGi, JA Solar, and Jinko Solar represent typical integrated module manufacturers focusing on the 182mm size, while TWSolar, Risen, and Canadian Solar represent typical integrated module manufacturers focusing on the 210mm solar cell size.
In recent years, with the continuous expansion of downstream photovoltaic installation demand, integrated leading module manufacturers have deepened their capacity layout around their module size choices. There continues to be a persistent demand gap for solar cell products. Canadian Solar expects its module capacity to reach 75GW in the first quarter of 2024, while its solar cell capacity will only reach 60GW, resulting in a gap of up to 15GW. Therefore, overall, the shortage of solar cells will persist.
Based on the differentiated layout and demand of downstream module manufacturers for different large-size products, specialized solar cell manufacturers generally continue to layout production lines based on their own technological reserves and customer accumulations in different sizes. This is to leverage their own differentiated competitive advantages. Considering factors such as technological adjustments, production line debugging time, barriers to entry for new customers and new products, stability of capacity supply, and product switching costs, they generally do not tend to switch product sizes but focus on their own advantageous sizes to meet the continuously expanding solar cell demand of corresponding module customers.