Six months ago, a sharp drop in polysilicon prices in. This because they do not rely on silicon raw materials, and therefore have a cost advantage of thin-film battery experience Sheng Sijie - polysilicon from 2008 before the financial crisis in nearly 500 U.S. dollars / kg rapidly powerbook batteryfell to 60 U.S. dollars / kg price, polycrystalline silicon cells cost will be substantially reduced. At that time, Zhengrong Shi, IBM Laptop Battery chairman of Suntech has asserted that thin-film batteries will be difficult, and competition in crystalline silicon cells, thin-film batteries investment bubble will be broken.
However, six months after the thin-film solar cell business roller coaster ride once again seems to come to High Point: With the polysilicon price stability, the state's low-end polysilicon capacity, redundant construction to control the beginning of thin-film battery technology their progress is driving a new round of investment and construction boom.
"State of the polysilicon control, and certainly opportunities for thin-film batteries, thin-film battery production enterprises need to do is improve the conversion rate, opening up a bigger market." IBM 02K6651 Battery, IBM 02K6928 Battery, IBM 02K6620 Battery, IBM 02K7039 Battery
IBM ThinkPad X60 Battery,Austrian Solar Energy Co., Ltd. The new manufacturing center in Hong-Wen Li, general manager of the "China Business, "told reporters.
"Three years later the world will be a thin-film batteries." A manufacturer of thin-film batteries, Zhejiang, the case projections.
Overall warmer
October 23, the new Austrian Duke Energy Group and the United States officially signed in Hebei Langfang photovoltaic energy cooperation agreement. IBM 02K7039 Battery core content of the agreement the two sides will establish a joint venture company registered in the United States, each holding 50% stake in the common effort for photovoltaic power plant construction, building-integrated photovoltaic projects (BIPV) and other businesses.
"North America is the world's largest solar energy market, Duke Energy is the nation's third-largest electric utility holding company in the United States covering 110 million people with a rich marketing resources. The new Austrian solar cell components with the production and installation of an integrated its own characteristics, the future will be the joint development of large-scale solar power plants. "Xinao Group Vice President, the new Austrian photovoltaic CEO Hong Cai autumn on the" China Business "told reporters.
As the few companies manufacturing thin-film solar cells, one of the new Austrian now has a world-class super-large 5.7 square meters of silicon-based thin-film solar panel production line, mass production has been achieved in June this year. It is reported that this thin-film solar cell production line a capacity of 70 MW, products, photoelectric conversion rate of 9% in the next 2 ~ 3 years will be increased to about 12%.
"And the Duke energy cooperation, it is because we are optimistic about the development of photovoltaic industry. The U.S. government after the change of state subsidies for new energy sources will be gradually introduced, and from the United States power generation apple A1175 battery， apple A1185 batterysystems, distributed energy applications has been widely , large-scale solar power plants have a lot of space. "Hong Cai Qiu said.
A new Austrian told reporters that sales staff to accelerate the opening up of overseas markets due to PV from overseas orders in August after the clear signs of warming,IBM 02K6620 Battery while the demand for low-cost thin-film batteries on the rise.
An analysis of the industry, told reporters, thin-film battery industry as a whole is now warming, which ushered in a good development opportunity for two main reasons: First, polysilicon prices stable at 60 U.S. dollars / kg from top to bottom, should not have a greater decline, which makes crystalline silicon cells and thin-film batteries, there is still difference between the thin film battery still has about 20% of the cost advantages; the other hand, September 29, the State Council issued "on curbing overcapacity in some industries and redundant construction to guide the healthy development of industry, a number of opinions "on the right polysilicon industries stringent regulation,IBM 02K6651 Battery, IBM 02K6928 Battery, IBM 02K6620 Battery, IBM 02K7039 Battery
IBM ThinkPad X60 Battery, from the pollution, and capacity constraints in areas such as objective to form a thin film battery of good news.
"Thin-film battery developed rapidly in 2007, its global market share was 12% in 2008 to reach 15%, this year may reach 20%." Zhejiang Chint Solar, general manager of Yangli You on the "China Business" reporter说. According to Yang, at present, Chint's investment in solar cells for nearly 20 billion yuan,IBM 02K6651 Battery China's first trial production of 20 megawatts of thin-film amorphous microcrystalline battery production line, and its conversion rate also reached 9.2%.
According to report, more than 30 more than the current domestic production of enterprises engaged in thin-film batteries, imported equipment from abroad, nearly 20 of these to introduce the production line every capacity of about 40 MW, the average import price of 100 million U.S. dollars, of which the introduction of the new Austrian Applied Materials Inc. of the United States a product line have spent nearly 14 billion yuan.
"In the Golden Sun engineering, solar roofs under the influence of policies, in addition to overseas markets, China's future is certainly an emerging market."apple M8403 battery Applied Materials Solar Energy Corporation CEO Charles Gay on the "China Business" reporter, said a few days ago, the United States Applied Materials R & D center in Xi'an just been completed, which also includes a thin-film solar panel production line.
"Sunny future of China's western region sales of solar batteries, the battery compared to the thin-film crystalline silicon cells, its has the low light intensity, low-cost advantages such as resistance to adverse weather conditions better suited to the western region, which a rigid thin-film batteries will stimulate demand for the rapid development of the whole industry. "Charles Gay says.
Risks remain
However, the prospects for thin-film batteries is not a smooth sailing.
According to report, on the current international industrial production of thin film batteries are mainly three kinds, namely, silicon-based thin-film solar cells, copper indium gallium selenide thin-film solar cells (CIGS), cadmium telluride thin-film solar cells (CdTe). IBM ThinkPad X60 Battery,Of which domestic enterprises are mainly doing the first two, the latter technology has been monopolized by the U.S. company First Solar.
"Finally a technology, the U.S. First Solar's conversion rate can reach about 11% is already the highest level in the field of film, but even so, conversion rates vary with the crystalline silicon cells for more than half. Suntech is currently the crystalline silicon cells conversion rate has reached 19%, the world's most advanced crystalline silicon cells reached 22% conversion rate,IBM 02K6651 Battery, IBM 02K6928 Battery, IBM 02K6620 Battery, IBM 02K7039 Battery
IBM ThinkPad X60 Battery, thin-film batteries in a short time is difficult to compete with crystalline silicon cells. "Great Wall Securities analyst Tao Zhou told reporters.
Zhou Tao, due to the development of thin-film batteries a short time, a number of large general-purpose production equipment capable of manufacturing the world is only three, namely the United States, Applied Materials (AMAT), Switzerland's Oerlikon (Oerlikon) and Japan's ULVAC ( ULVAC), such as new equipment is the Austrian Applied Materials imported from the United States, while the Chint is imported from Oerlikon. The production equipment is very expensive.
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