The epidemic in the beginning of 2020 will have a profound impact on the impact of photovoltaic products on technology, supply and demand, and price. In the context of the continuous expansion of the global epidemic situation, the pace of development of the global photovoltaic industry is slowly slowing down. CHIKO Solar, as a world-renowned solar mounting system manufacturer, will discuss the impact of the epidemic on the photovoltaic industry today based on industry data.
The impact of the new crown epidemic on the photovoltaic industry in terms of technology, price, supply and demand
First, in terms of price
The epidemic has accelerated the decline in prices, and the price of components has been hit in the range of 1.4 to 1.6 yuan. The violent demand rebound after the epidemic will have long-term support for product prices in many links of the industrial chain. Looking forward to 2021 or 2022, the prices of components will continue Maintaining fluctuations in this range means that the bottom of the component prices hit by the current epidemic may be the bottom price that will be difficult to break through in the next two years. For the solar mounting system industry, the price of the mounting has dropped by at least 0.1 per watt from 2017 to 2020; friends who specialize in power station development should pay special attention to this point. Power plant developers' excessively aggressive electricity price quotations may make themselves disadvantaged. situation.
second, in terms of technology:
The past two years have been the period of the most rapid progress in photovoltaic technology (there is no one). The mainstream power of a 72-type module has increased from 325 watts in 2018 to 450 watts now, and it is expected that next year, with the popularity of large 180mm silicon wafers, To greet the era of 550 watts of modules, the rapid technological progress brought about the decline in the cost of LCOE, and support the photovoltaic industry after the epidemic to greet the 200GW era.
Finally, in terms of supply and demand:
According to what I know from the manufacturing side, even though the epidemic is raging, the component manufacturing side has not slowed down the pace of expansion. The reason behind it is that the component technology is in a critical period of switching from 5BB to MBB half-chip, and it is expected to reach 2021. The whole industry will be switched in half a year, and the component link is rapidly expanding, but the other links are not. The result is an industrial link with a long production cycle represented by silicon and glass, which will usher in the most critical period after the epidemic. The shortage will not be weaker than that in 2017. Especially considering the passive capacity reduction of silicon materials under the 100% popularity of single crystal silicon wafers, we will undoubtedly meet the super shortage of "silicon materials" again. Entrepreneurs need to think early about the guarantee of silicon material supply.
Above news from CHIKO Sales & Marketing department
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