Photovoltaic glass is the largest auxiliary material for solar cells, which mainly includes ultra-white rolled glass used in crystalline silicon cells and TCO glass used in thin-film batteries. The rapid development of the photovoltaic industry will drive the growth of related auxiliary materials industries.
Ultra-white rolling glass supply will ease. Ultra-white rolling glass is the cover glass used for crystalline silicon cells. Its iron content is much lower than ordinary float glass, and the sunlight transmittance can reach 90% to 92%. By tempering and plating the anti-reflection film on the glass sheet, the strength and light transmittance of the glass can also be increased, and the conversion efficiency of the battery can be improved.
According to relevant forecasts, the global installed capacity of new photovoltaics will reach 22.2GW in 2011. The European market is gradually moving towards the market. The Chinese market is about to start, and the actual installed capacity of photovoltaics may exceed expectations. It is conservatively predicted that China's solar cell production accounts for 55% of the world's total, and crystalline silicon cells account for 90% of them. In 2011, China's production of crystalline silicon cells was about 11GW.
The TCO glass technology threshold ensures high profitability. TCO glass is made by coating a transparent conductive oxide film on the surface of ultra-white float glass by physical or chemical methods. It is expected that in 2011, thin film solar cells will account for 18% of the world's battery output, with an output exceeding 4GW. If all TCO glass is used, the global demand for TCO glass in 2011 will be approximately 67 million square meters, calculated using approximately 1 square meter of TCO glass per 60W. With the promotion of domestic BIPV, further maturity of amorphous silicon technology and CIGS technology, domestic thin-film batteries will face a new round of high development period, and the domestic market space of TCO glass is also considerable.
However, due to the strict requirements on the transmittance, thickness, and conductivity of TCO glass, the production technology threshold is higher. At present, TCO glass technology is mainly in the hands of overseas companies. In addition, TCO glass coating equipment has been monopolized by a few manufacturers such as the United States due to high technical difficulty and high investment costs, and there are not many manufacturers currently involved in TCO glass production in the country. At present, the domestic TCO glass is in short supply, and domestic enterprises that have broken through technical difficulties have full orders and can enjoy high industry profit rates brought by technical barriers in a relatively long period of time.
Photovoltaic glass industry has broad demand, but domestic companies are facing certain problems such as too rapid growth of production capacity, intensified industry competition, and some technological difficulties have not yet been broken. The volatility of the industry makes it impossible for the high profit rate to continue for a long time. It is worth paying attention to the photovoltaic glass industry. .
Ultra-white rolling glass supply will ease. Ultra-white rolling glass is the cover glass used for crystalline silicon cells. Its iron content is much lower than ordinary float glass, and the sunlight transmittance can reach 90% to 92%. By tempering and plating the anti-reflection film on the glass sheet, the strength and light transmittance of the glass can also be increased, and the conversion efficiency of the battery can be improved.
According to relevant forecasts, the global installed capacity of new photovoltaics will reach 22.2GW in 2011. The European market is gradually moving towards the market. The Chinese market is about to start, and the actual installed capacity of photovoltaics may exceed expectations. It is conservatively predicted that China's solar cell production accounts for 55% of the world's total, and crystalline silicon cells account for 90% of them. In 2011, China's production of crystalline silicon cells was about 11GW.
The TCO glass technology threshold ensures high profitability. TCO glass is made by coating a transparent conductive oxide film on the surface of ultra-white float glass by physical or chemical methods. It is expected that in 2011, thin film solar cells will account for 18% of the world's battery output, with an output exceeding 4GW. If all TCO glass is used, the global demand for TCO glass in 2011 will be approximately 67 million square meters, calculated using approximately 1 square meter of TCO glass per 60W. With the promotion of domestic BIPV, further maturity of amorphous silicon technology and CIGS technology, domestic thin-film batteries will face a new round of high development period, and the domestic market space of TCO glass is also considerable.
However, due to the strict requirements on the transmittance, thickness, and conductivity of TCO glass, the production technology threshold is higher. At present, TCO glass technology is mainly in the hands of overseas companies. In addition, TCO glass coating equipment has been monopolized by a few manufacturers such as the United States due to high technical difficulty and high investment costs, and there are not many manufacturers currently involved in TCO glass production in the country. At present, the domestic TCO glass is in short supply, and domestic enterprises that have broken through technical difficulties have full orders and can enjoy high industry profit rates brought by technical barriers in a relatively long period of time.
Photovoltaic glass industry has broad demand, but domestic companies are facing certain problems such as too rapid growth of production capacity, intensified industry competition, and some technological difficulties have not yet been broken. The volatility of the industry makes it impossible for the high profit rate to continue for a long time. It is worth paying attention to the photovoltaic glass industry. .
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