On November 27th, Trina Solar, Risen Energy, Zhonghuan Semiconductor, Tongwei, Huansheng Photovoltaic, Runyang New Energy Technology, Canadian Solar, Wuxi Shangji Automation jointly proposed to promote the standardization of 210mm silicon wafer and module size in the photovoltaic industry. The eight companies jointly suggest to use the silicon wafer size following the SEMI standard within the 210-220mm size range: 210+/-0.25mm as the only size. And at the same time revise the SEMI and existing modules size in PV industry association according to the wafer size.
After studying the eight photovoltaic companies in the list of joint initiatives, reporters from SOLARZOOM found that these companies have made some outstanding performance in silicon materials, silicon wafers, cells, modules, equipment, and racks etc., which basically represent the highest technology and production capacity. It is of great significance for such a group of companies to jointly promote standardization in the industry at this moment.
Advantages of the large size and comparison of price-performance ratio
Since 2019, the cost reduction of the photovoltaic industry has entered into a new stage: the large-size of silicon wafers, cells, and modules. The benefits of large-size of silicon wafer cells and high-power modules are well-known: flux value, dumpling effect, and the cost savings of the number of blocks that drive the cost reduction of large-size silicon wafers, cells, modules, and BOS.
Flux value refers to the increase in production capacity brought about by large-size products, thereby reducing the cost of labor, depreciation, and three types of expenses (operating expenses, management expenses, financial expenses) per unit of output.
The dumpling effect refers to during the use of large-size silicon wafers to produce modules, the increase in the amount of auxiliary materials such as the frame, glass, backplane, EVA, ribbon bus bars, pallets and packaging materials in transportation is less than the increase in the area of the modules, which brings about savings in module encapsulation and transportation costs.
Cost savings related to the number of blocks refers to during the process of module production and power station construction process, the costs of junction box, potting, combiner box, DC cable, installation and construction are only related to the number of modules, so the use of large-size products will increase module area and power, which decreases the costs of module production per watt and power station construction significantly.
The significance of standardization of 210mm size silicon wafer
Since the beginning of this year, the standardization of 182mm size first appeared in June. At that time, the silicon wafer size was only defined, and the module size that ultimately reflected customer value was not considered. (From the product specifications of the three main module manufacturers, the module sizes are 2274*1134; 2256*1133; 2285*1136). This time, the 210-camp represented by Trina Solar proposed the standardization of the advanced 210-size, including the specifications and recommendations for the size of silicon wafers and module design (whether double-glazed modules or backplane modules), suggesting no other sizes should be used in the range of 210mm-220mm.
We know that the ultimate goal of the photovoltaic industry is to reduce the cost of electricity. The cost reduction effect of the 210mm size has been explained above.
What is the cost reduction effect of standardization of 210-size?
Through the standardization of 210mm size silicon wafer, the size of the silicon wafer and module etc., the industrial chain can achieve the best scale effect, powerfully help upstream and downstream enterprises improve production efficiency, optimize supply, and drive industry technological innovation, while reducing the cost of industry chain manufacturing, the initial investment of photovoltaic systems and LCOE (levelized cost of energy) of power generation, to achieve grid parity.
The 210mm size silicon wafer and module size standardization proposition is the first-ever attempt for the industry to standardize the entire industry chain, including module products. This initiative is not only from the perspective of the industry chain, but also from the standpoints of the users. The unified module size effectively solves the pain points of customers, greatly reduces the uncertainty in the design process, and improves the efficiency while selecting racking structure, inverters, cables, combiner boxes, etc. and enhances the flexibility of module supply. At the same time, the installation efficiency of modules and racking structure can be improved, and the design and EPC costs can be reduced. It can be seen that the unified module size standard is the gospel of customers.
After the size is standardized, when the investor has multiple power stations under construction, and the supply of modules cannot be ensured, there will be greater supply flexibility. The owner can have flexible deployment between projects or between each bidding section of a project according to the degree of project tension, without affecting the grid connection of the owner’s project.
The standardized size can ensure the consistency of the mounting holes during the racking structure design, effectively speeding up the design and processing progress of the racking structure, and providing a guarantee for the rapid advancement of the owner’s project. Therefore the versatility of the racking structure is improved. When the project capacity has to be reduced due to external reasons, the racking structure purchased by the owner will not be wasted and can also be used for other projects.
At the same time, the value of standardization is also reflected in the development, operation and maintenance of power stations, which is conducive to the reduction of the types of spare parts (modules, fuses, cables) on-site, and facilitates operation and maintenance management. It is more user-friendly and more versatile for projects that are preparing to use array automatic cleaning robots. It ensures accuracy during installation, and can reduce the rework, and the damage or impact on module performance.
The significance of standardization is also reflected in the design of inverters, racking structure and trackers, and the financialization of optical power storage. The extreme cost reduction of the photovoltaic industry and the increase in the competitiveness of the price of solar storage power per kilowatt-hour will inevitably be accompanied by “standardization” for a long time. Based on the significant advantages of the 600W+ ultra-high power module system, the standardized module size will bring more long-term value to customers in the design of downstream power stations.
From the perspective of the supply chain, standardization is beneficial to improve the stability of the supply chain and reduce the cost of the industrial chain. The upstream and auxiliary material suppliers such as glass, silicon wafers, junction boxes, etc. are produced under unified standards, which will greatly reduce the loss caused by switching production lines and the inventory cost due to different specifications, so that the production of the 210 mm size modules’ entire industry chain will be more ordered and effective.
The diversification of photovoltaic module sizes not only led to the low matching degree in supply chains, but also added a lot of direct and hidden costs. Many glass manufacturers and modules manufacturers have also put forward their demands for uniform specifications as much as possible. When the glass supply gets tight, the industry still loses more than one million square meters of glass production capacity every month due to the switch of different sizes of product specifications; and hundreds of thousands of square meters of glass have become stranded inventory due to the cancellation of customer orders.
Not only that, due to the diversification of the size of photovoltaic modules, glass manufacturers need to stock a variety of specifications of glass, these glasses cannot be used between different module factories, bringing a lot of inventory costs to glass companies, affecting the supply capacity and delivery in time. After the standardization of size, the inventory and supply of glass and all modules related to the size and specifications of the backplane, EVA, junction box and other non-silicon auxiliary materials can be optimized.
The cost reduction effect of “standardization” is not only reflected in the optimization of module material inventory and supply, but also in the production and manufacturing process of the overall industrial chain, including silicon wafer pulling, slicing, cell manufacturing and module manufacturing. Even if the manufacturing equipment is compatible, different tooling and fixtures must be configured to meet different cell or module sizes (tooling cost is estimated at 5-7 million RMB/GW). The greater impact is on the loss of production capacity when switching between products of different, inventory costs of products of different specifications, and processing costs of downgraded products. According to preliminary estimates by industry insiders, it usually takes 10-12 hours to switch between different products in cell and module manufacturing. In addition to the loss of yield and efficiency per switch, the cost of each switch is about 0.003-0.005￥/W, with its 1GW correspondent cost of 3-5 million￥/run.
Compared with the previous products, the 210mm size module products and system solutions based on the new technology platform have significant advantages in terms of materials, design, process and system. With the standardization of large size silicon wafers, solar cells, and module sizes, the industry chain will achieve a better scale effect, improve production efficiency, and reduce the cost of industrial chain manufacturing, photovoltaic system initial investment and LCOE of power generation. Through the unification of standards, the entire industry chain will work together to create higher-quality photovoltaic products, bring higher value to customers, and reduce the LCOE of power generation. This standardization initiative is of great significance to the photovoltaic industry and will lead the industry to a new level.
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