Qhov chaw: userwalls.news;Clean Energy Associates (CEA)
Clean Energy Associates kwv yees tias muaj peev xwm tsim lub hnub ci muaj peev xwm tshaj li xyoo tom ntej uas xav tau kev teeb tsa hnub ci thoob ntiaj teb
DENVER, COLORADO, UNITED STATES, Lub Kaum Hli 13, 2022 /EINPresswire.com/ -- Clean Energy Associates (CEA), tus thawj coj hnub ci thiab kev cia khoom kev tawm tswv yim, tau tshaj tawm nws Q2 2022 PV Supplier Market Intelligence Daim Ntawv Qhia Txog Kev Pabcuam (SMIP). Daim ntawv tshaj tawm-tsuas yog los ntawm CEAs Market Intelligence pab pawg suav nrog cov tswv yim pom zoo raws li 1- ntawm -1 kev xam phaj nrog cov thawj coj kev lag luam ntawm ntau lub ntiaj teb ua lag luam hnub ci.
PRODUCTION CAPACITY UPDATES
Module muaj peev xwm nthuav tau qeeb, tab sis ntau tus neeg muag khoom txuas ntxiv ua kom muaj peev xwm ntawm tes, tshwj xeeb tshaj yog rau cov chaw tsim khoom tshiab catering rau n-hom TOPCon lossis HJT manufacturing.
Tsuas yog xya tus neeg muag khoom them los ntawm daim ntawv tshaj tawm yog vertically sib xyaw los ntawm ingot mus rau module ntau lawm, nrog rau feem ntau tsuas yog tuav ntawm tes thiab module muaj peev xwm. Nrog rau kev loj hlob ntawm cov tub lag luam wafer kev xaiv, tsis muaj qhov xav tau me me rau cov neeg muag khoom feem ntau los nthuav cov dej ntws.
Txawm hais tias qee tus neeg muag khoom tseem pom qhov nce ntxiv rau PERC hlwb, feem ntau tau hloov lawv txoj kev tsom mus rau kev tshawb nrhiav TOPCon thiab HJT, muab kev cog lus muaj peev xwm ua tau raws li qib kev ua tau zoo.
Kev lag luam TRENDS
Tuam Tshoj PV kev lag luam xav tau
Tuam Tshoj PV kev lag luam tau pib muaj zog nyob rau xyoo 2022, nrog ze li 31 GW ntawm lub hnub ci kev teeb tsa thaum thawj ib nrab xyoo 2022. Kev teeb tsa hauv thawj ib nrab ntawm 2022 yuav luag sib npaug rau 2021 kev teeb tsa txij lub Ib Hlis mus txog Lub Kaum Hli. Ntau tus kws tshuaj ntsuam xyuas kev lag luam hais tias Tuam Tshoj yuav tawg 100 GW ntawm kev teeb tsa xyoo no, CEA khaws cov kev cia siab rau me ntsis hnub ci kev teeb tsa hauv Suav teb thaum xyoo 2022, feem ntau yog vim muaj tus nqi siab ntawm cov khoom siv hluav taws xob, nrog rau ntau qhov kev txiav txim siab kev nqis peev ncua vim tias tej yaam num tsis tuaj yeem ntsib. lawv tus nqi nruab nrab ntawm qhov pib rov qab los.
Manufacturers optimize wafer qhov ntau thiab tsawg tom qab standardizing module qhov ntev
Nyob rau ntawm kev tsim khoom, cov neeg muag khoom tau tshawb nrhiav txoj hauv kev los txhim kho qhov ntau thiab tsawg wafer tom qab standardizing 210 mm (G12) thiab 182 mm (M10) module qhov ntev. Lub 182 mm Plus (182P) tau nce wafer qhov siab ntxiv kom txo tau qhov chaw dawb los ntawm kev sib cuam tshuam los ntawm kev sib tw kom ncav cuag li 5 W ntawm cov zis ntxiv. Module qhov ntau thiab tsawg yuav tsis cuam tshuam. Lub 210 hli Txo (210R) tau txo wafer widths rau niche rooftop daim ntaub ntawv ntawm tus nqi ntawm lub hwj chim tso zis. Qhov tshiab module qhov ntau thiab tsawg rau daim ntaub ntawv ru tsev yuav raug qhia.
Ntiaj teb no PV mov saw muaj peev xwm
Rau lub chaw polysilicon yuav tsum tau ua kom tiav cov khoom tsim tawm rau lub quarter no, nqa Q3s tag nrho lub ntiaj teb muaj polysilicon manufacturing nameplate rau 90 GW. Thaum kawg ntawm lub xyoo polysilicon muaj peev xwm yuav tsum ncav cuag 295 GW hauv 2022 (tom qab suav nyiaj rau kev saib xyuas lub Hoobkas) thiab mus txog 536 GW hauv 2023 (xav tias tag nrho cov haujlwm hauv cov kav dej tsim kho raws li tau npaj tseg).
Ingot muaj peev xwm loj hlob yuav luag 30 GW lub quarter no, feem ntau yog vim lwm 23 GW tuaj online ntawm ob lub chaw.
Wafer muaj peev xwm txo qis me ntsis, feem ntau yog vim tus neeg muag khoom tawm nws lub peev xwm ntau-crystalline wafer.
17 PV cov neeg muab khoom lag luam uas tau hais hauv tsab ntawv tshaj tawm tau nce tag nrho lub peev xwm ntawm tes los ntawm 22 feem pua hauv Q2 2022 ib leeg, nqa ntxiv 47 GW ntawm lub peev xwm online kom ncav cuag tag nrho ntawm 262 GW lub quarter no.
Module ntau lawm muaj peev xwm nyob rau hauv Q2 2022 mus txog ntau tshaj 324 GW, thiab los ntawm qhov kawg ntawm 2022 tau kwv yees tias yuav ncav cuag ze li ntawm 400 GW, nce kwv yees li 20 feem pua ntawm cov peev xwm tam sim no.
PV mov saw muaj peev xwm sab nraum Suav teb
Cov neeg muag khoom tau them los ntawm daim ntawv tshaj tawm tam sim no ua haujlwm 11 GW ntawm tsis yog Tuam Tshoj ingot muaj peev xwm, 42 GW ntawm tsis yog Tuam Tshoj cell peev, thiab ze li ntawm 50 GW ntawm tsis yog Tuam Tshoj module muaj peev xwm. Lawv tuav cov phiaj xwm kom nce cov peev txheej no mus rau 23 GW, 73 GW, thiab 74 GW, feem. Yuav luag txhua tus neeg muag khoom tau pom tias tsis yog Tuam Tshoj hloov kho cov phiaj xwm rau cov wafers loj; tsuas yog ob peb tus neeg xa khoom tsiv mus rau 210 mm hom ntawv xav tau sijhawm ntxiv los ua kom tiav cov phiaj xwm nthuav dav vim tias xav tau cov khoom siv kim dua kev yuav khoom / kho dua tshiab.
Txoj cai tsis paub tseeb txuas ntxiv mus ncua kev nthuav dav ntawm cov neeg xa khoom vim lawv tseem ceev faj vim muaj kev cuam tshuam tsis meej nyob hauv Tebchaws Meskas ib puag ncig Uyghur Forced Labor Prevention Act thiab kev tshawb nrhiav tiv thaiv.
Daim ntawv qhia ua tiav Q2 SMIP npog ntau ntxiv txog cov nqi polysilicon, Tuam Tshoj PV kev lag luam, kev tsim khoom hauv North America, Europe thiab Is Nrias teb, n-hom kev hloov kho tshiab, cov ncauj lus kom ntxaws thiab cov ntaub ntawv muaj peev xwm raw khoom, thiab cov ntaub ntawv ua haujlwm tshiab rau qhov loj tshaj plaws. hnub ci khoom.
Daim ntawv tshaj tawm tiav yog muaj rau kev yuav khoom thiab suav nrog kev nkag siab sau los ntawm 1- ntawm -1 kev xam phaj nrog cov thawj coj hauv kev lag luam ntawm ntau lub tuam txhab ua lag luam.
