As demand for n-type TOPCon photo voltaic panels continues to develop, JinkoSolar stories that it has seen 87% year-over-year development for the expertise. Dany Qian, Vice President of the Chinese language PV producer, mentioned the challenges going through the trade and the way JinkoSolar is working to beat them.
May you please briefly recap JinkoSolar’s highlights for 2022?
Danny Qian: In 2022, JinkoSolar delivered over 44.5GW of photo voltaic panels (together with 10GW of our n-type Tiger Neo modules), representing 87% YoY development for n-type panels. This has been our greatest yr at each degree going through many difficulties corresponding to rising polysilicon costs, pressured closures, very excessive rates of interest, and lots of supply challenges.
Are you able to element the developments in orders for n-type merchandise up to now this yr and the way they evaluate to the present manufacturing price?
Danny Qian: In relation to the n-type Tiger Neo module, it’s anticipated to achieve a 60% share for the yr up to now. This can be a large milestone for the PV trade, as virtually all tier 1 gamers are actually switching to n-type TOPCon modules. We have seen robust demand up to now, and now we’re seeing orders virtually double the manufacturing price.
Will JinkoSolar improve the worth of its Tiger Neo merchandise in response to excessive demand?
Danny Qian: That is not in our plans proper now, however we will certainly give precedence to prospects who safe their orders early. We’re ramping up manufacturing of our n-type merchandise, and we count on manufacturing to develop at a quicker price this yr.
Do you suppose the worth hole for n-type vs. p-type module is vital when prospects make a mannequin selection?
Danny Qian: As an alternative of specializing in price per watt, what actually makes a distinction to many purchasers right now is power density, energy output, and era efficiency (kWh per kW). We have now additionally made wonderful progress in price management consistent with manufacturing development.
What’s the ratio of n-type TOPCon gross sales capability in your 2023 plan?
Danny Qian: We take the view that we need to proceed to fabricate and promote as many Tiger Neo modules as we are able to. We imagine we are able to proceed to push for robust quantity development whereas sustaining the trade’s finest n-type merchandise in each class. And certainly, R&D and manufacturing applied sciences are our most vital long-term strengths.
Picture: JinkoSolar
Can JinkoSolar reap the benefits of the superior manufacturing capability for the n-type TOPCon module?
Danny Qian: I feel we’re comparatively properly positioned to reap the benefits of n-type TOPCon expertise changing into mainstream within the coming years.
What sorts of enhancements can we count on to see in JinkoSolar’s Tiger Neo merchandise?
Danny Qian: We’re mass-produced module effectivity of greater than 23% on common within the close to future, in addition to a rated energy output of as much as 615 watt-peak (Wp) for 72 cells. JinkoSolar additionally expects to extend the temperature coefficient discount, together with different technological enhancements.
When evaluating PERC vs. TOPCon’s n-type applied sciences in commissioned tasks, extra not too long ago revealed outcomes present common yield positive aspects in real-world, outside circumstances. which is greater than 5%, which is increased than the theoretical worth simulated within the take a look at laboratory. . Is that this one of many causes that the demand is intensified?
Danny Qian: Each time we promote a Tiger Neo panel, it has the flexibility to offer an all-around higher reliability and efficiency for any state of affairs ─ simply from its increased effectivity, the elevated capability (watts) per sq. meter, and the extra energy generated (kWh). ) per watt. And we count on that the worth and revenue yield for n-type of p-type merchandise will develop over time.
As extra rivals are capable of provide n-type TOPCon panels and the competitors on this space is growing, does JinkoSolar have any price discount plans?
Danny Qian: Our 2023 purpose as a producing crew is to ship a cheap ramp for n-type merchandise forward of our rivals. The areas we concentrate on embody enhancing the effectivity and rated energy of the panels, strict high quality management of the availability of excessive quantity supplies, and the method of driving the manufacturing facility yield as a lot as attainable.
Do you count on robust winds in 2023?
Danny Qian: On the uncooked supplies and inflation aspect ─ the place the worth of polysilicon is the large driver and shall be a big supply of further prices for us ─ we have to see the place the costs of polysilicon proceed to go. in Q2. And we’re not solely uncovered to fluctuations in polysilicon costs, but in addition to the prices of excessive purity quartz crucibles. We will definitely proceed to search for methods to offset any improve in uncooked materials prices.
Because the world strikes from p-type to n-type, will it have an effect in your margin degree?
Danny Qian: We worth our merchandise with a view to the long run price construction. And we count on our margins to stay wholesome over the course of the remainder of the yr.
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