NguUKelly Pickerel|Okthoba 13, 2022
Inkampani eyeluleka i-Clean Energy Associates (CEA) ikhiphe umbiko wayo wakamuva wezobunhloli ezimakethe obuyekeza isimo sokukhiqizwa kwamaphaneli elanga emhlabeni jikelele.Okugcwele "Q2 2022 PV Supplier Market Intelligence Program Report (SMIP)”itholakala ngokubhalisele.
Phakathi kokutholwe embikweni wale kota ukuthambekela kobuchwepheshe kokuthi abahlinzeki bashintshe ukugxila ku-TOPCon ne-HJT solar, okuzokhuphula izinga lokusebenza kahle kwamaphaneli elanga.Lokhu kuholela ekwandeni okwengeziwe endaweni yokukhiqiza amaseli elanga ukuze kuhlinzekwe isidingo samaseli abuyekeziwe ngobuchwepheshe bamuva.
Ngasohlangothini lokukhiqiza, abahlinzeki bahlola izindlela zokuthuthukisa osayizi bewafa ngemva kokulinganisa ubukhulu bemojuli obungu-210-mm (G12) no-182-mm (M10).I-“182-mm Plus” (182P) inyuse ubude be-wafer ukuze iqhubeke nokunciphisa “indawo emhlophe” ebangelwa izikhala zama-intercell ukuze ifinyelele ku-5 W wokukhipha okwengeziwe.Osayizi bemojuli akufanele bathinteke.I-"210-mm Reduced" (210R) yehlise ububanzi bewafa bezinhlelo zokusebenza ezisophahleni lwe-niche ngezindleko zokukhipha amandla.Osayizi bamamojula amasha bezinhlelo zokusebenza ezisophahleni bazokwethulwa.
I-CEA iveza amandla ochungechunge lokuhlinzeka ngelanga emhlabeni wonke embikweni, okuhlanganisa:
- Izakhiwo eziyisithupha ze-polysilicon okulindeleke ukuthi zikhuphule ngokugcwele ukukhiqizwa kule kota, okulethe isamba segama lokukhiqiza le-polysilicon emhlabeni wonke le-Q3 elitholakala ku-90 GW.Amandla e-polysilicon okuphela konyaka kulindeleke ukuthi afinyelele ku-295 GW ngo-2022 (ngemuva kokubalwa kwezimali ngokulungiswa kwefekthri) futhi afinyelele ku-536 GW ngo-2023 (kucatshangwa ukuthi wonke amaphrojekthi asendleleni ayathuthuka njengoba kuhleliwe).
- Umthamo we-ingot ukhule cishe ngo-30 GW kule kota, ikakhulukazi ngenxa yokuthi enye i-23 GW iza ku-inthanethi ezikhungweni ezimbili.
- Umthamo we-wafer wehle kancane, ngokuyinhloko ngenxa yokuthi umphakeli uyeka amandla akhe ama-wafer amakristalu amaningi.
- Abahlinzeki be-PV abayi-17 abavezwe embikweni bakhulise isamba samaseli ngama-22% ku-Q2 2022 kuphela, okulethe amandla engeziwe angama-47 GW ku-inthanethi ukuze kufinyelelwe isamba esingu-262 GW kule kota.
- Amandla okukhiqiza amamojula ku-Q2 2022 afinyelele ngaphezu kuka-324 GW, futhi ekupheleni kuka-2022 kulindeleke ukuthi afinyelele cishe ku-400 GW, akhuphuke cishe ngo-20% kusuka emandleni amanje.
I-SMIP Supplier Ingot And Wafer Capacities (izilinganiso zamandla okuphela konyaka we-GW)
Abahlinzeki abahlanganiswa yilo mbiko njengamanje basebenza i-11 GW yomthamo we-ingot okungeyona eyaseShayina, ama-GW angama-42 omthamo wamaseli okungewona awe-China, futhi cishe u-50 GW womthamo wamamojula okungewona aweShayina.Bagcina izinhlelo zokukhuphula la makhono abe ngu-23 GW, 73 GW, kanye nama-74 GW, ngokulandelana.Cishe bonke abahlinzeki babone izinhlelo zokuthuthukisa okungezona ezaseShayina zamawafa amakhulu;abahlinzeki abambalwa kuphela abathuthela kufomethi engu-210-mm badinga isikhathi esengeziwe sokuphothula izinhlelo zokunweba ngenxa yesidingo sokuthenga/ukuthuthukiswa kwemishini ebiza kakhulu.
I-CEA ibika ukuthi ukungaqiniseki kwenqubomgomo kuyaqhubeka nokuhlehlisa izinhlelo zokunweba e-United States.
Into yezindaba evela ku-CEA
Isikhathi sokuthumela: Oct-17-2022