|Date||January 22, 2022|
InfoLink Consulting was invited by the TestPV to talk at the 6th International HJT Mass Production and Supply Chain Scheme Seminar on January 13. On behalf of the firm, senior analyst Derek Zhao commented on market trends and challenges of HJT technology in 2022.
As PERC production capacity expansions virtually ceased, the HJT technology, with simpler process flow and higher theoretical efficiency cap, has been in the limelight of the industry. InfoLink calculated that more than 15 GW of HJT production capacity are expected to be materialized in 2022, and at least 40 GW will be accumulated by 2030, including capacity under construction.
Expatiating on HJT technology roadmaps of each sector and contrasting mainstream equipment parameters, InfoLink’s Derek Zhao pointed out future developments of HJT, elaborating on application scenarios of wafer, cell, and module sectors, sharing insights with industry representatives.
Low materialized production capacity and high production costs
Although the industry claimed to have 140 GW of planned HJT production capacity, few of them are actually materialized, Zhao said. Challenges lies in high production costs, efficiency that is still close to PERC and thus constraints premiums, huge CTM loss, and possible indium shortage in the future. HJT’s non-silicon costs are RMB 0.25/W higher than PERC. Given that, during the seminar, Zhao illustrated how silver-coated copper and copper electroplating techniques can reduce the cost of metallization.
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Senior Solar Analyst
Derek has 10+ years of experience in the PV industry. Prior to joining InfoLink Consulting, he served for Tier-1 solar equipment suppliers, BOM manufacturers, and vertically integrated companies, providing technical supports, as well as market, product, and technology management. Derek now serves as a senior analyst at PV InfoLink, division of InfoLink Consulting. His work primarily involves the analysis of technology routes across the PV supply chain, offering clients clear-cut, up-to-date insights of manufacturing technologies and advice on relevant strategies.