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晶科能源首席科学家在马来西亚槟城PV CellTech 2017接受专访/JinkoSolar's Chief Scientist Interviewed at PV CellTech 2017 in Penang, Malaysia
发布时间: 2017-3-16 8:05:27

PV CellTech 2017 takes place in Penang, Malaysia, on 14-15 March 2017, and we were delighted when we caught up with Qi Wang at JinkoSolar, who is delivering one of the keynote presentations on the morning of 15 March, titled: Record efficiency of industrial screen-printed multi c-Si solar cells.

PV CellTech 2017将在2017年3月14-15日于马拉西亚槟城召开,我们十分高兴能有机会与来自晶科能源的王琪(Qi Wang,音译)进行交流,王琪将在15日上午进行题为《产业化丝网印刷多晶硅太阳能电池的效率纪录》的主题演讲。


JinkoSolar’s participation at PV CellTech is essential. The company has propelled itself into the clear top position for c-Si module supply to the industry, and has plans for c-Si module shipments in 2017 that could easily exceed 10GW if the company over-performs on its recent shipment guidance for this year.

晶科能源此次出席PV CellTech大会具有十分重要的意义。公司通过努力成长为产业内晶硅组件供应领域毋庸置疑的领军企业,并为2017年晶硅组件产品的出货做出了计划,如果公司在今年内保持其目前的业绩状态的话,则很容易完成超过10GW的出货量。


With JinkoSolar also seeking to have leading market-share across almost all global end-markets, knowing the cell technologies being adopted and as part of capacity expansions is paramount to every manufacturer, not to mention downstream installers and EPCs.

随着晶科能源寻求在全球几乎所有的终端市场内占有领先的市场份额比例,了解市场所使用的电池技术对于每个制造商及其产能扩张计划来说都是极为重要的,更不同说是下游安装商和EPC企业了。


Historically, JinkoSolar was mainly focused on the cost-reduction side of GW-level cell manufacturing, and was heavily reliant on cells from other cell producers for use in its modules. This all changed a couple of years ago, and JinkoSolar now has R&D activities and capex allocations that make the company a technology-innovator, and not just following mainstream trends.

从历史上来看,晶科能源的关注点主要集中在吉瓦级别太阳能电池生产工艺的成本下调领域内,并在其组件产品中十分依赖来自其他电池制造商的太阳能电池产品。但这种状况在几年前出现了变化,晶科能源目前拥有自己的研发业务和专项资本支出,使得公司成为技术创新者,而并非仅追随着产业的主流趋势。


The location of PV CellTech in Malaysia is also topical, as JinkoSolar has selected Malaysia as its overseas hub for Southeast Asia cell and module production.

PV CellTech会议的召开地点马来西亚也极具话题性,晶科能源选择了马来西亚作为其太阳能电池和组件生产在东南亚地区的海外中心。


Let’s review our Q&A with Qi Wang, and then make some observations:

接下来让我们来看一下PV CellTech与王琪(音)之间的访谈,并据此进行观察:


What topics are going to be included in your presentation?

问:在您的演讲中会包括有哪些话题呢?


Qi Wang: Update the JinkoSolar R&D effect to lead the manufacturing of PV modules.

答:会包括晶科能源在引领光伏组件生产方面进行的研发成果的最新汇报。


What are the biggest challenges today for PV cell manufacturers?

目前对于光伏电池制造商来说,所面临的最大的挑战是什么?


Not clear what [the] next PV technologies for solar cell mass production [will be]; [the] lack of low cost and good (reliable, stable, repeatable, etc.) equipment for solar cell mass production; [the] endless reduction of cell manufacturing cost.

对于太阳能电池大规模生产中将使用的新一代光伏技术没有明确的概念;缺少用于太阳能电池规模量产中的低成本和优质(包括可靠性、稳定性及可重复性等)设备;毫无尽头的电池生产成本下调。


What are the main things you are hoping to learn after the two days of PV CellTech 2017?

您参加为期两天的PV CellTech 2017会议,希望能够在会上得到些什么呢?


Get [an] update [on] cell technology and manufacturing status; especially, about PERC cell manufacturing - why there [is] so [much] capacity build up and only a few [cells] produced in 2016?

希望能够获得关于太阳能电池技术与制造状况的最新消息;特别是关于PERC电池的生产状况——为什么在2016年有大量的产能累积,但却只有少量电池被生产出来?


【PV-Tech观察】:

JinkoSolar’s strategy, both for manufacturing and global sales and marketing, is fascinating to observe today, and the company is putting markers in the sand that are both offensive and defensive in nature, somewhat in equal measures. It is a very powerful position to carve out, and this extends to wafer and cell technologies being pursued.

晶科能源在生产制造和全球销售与市场营销上的策略在现今来看是十分让着迷的。公司在产业内所留下的足迹既具防守性又有攻击性,两种属性势均力敌。这是公司能获得的极为强势的一种状态,并且希望能够将其延伸至硅片和太阳能电池技术领域。

This is clear to see from the recent announcements to add multi-GW levels of mono wafer capacity, mirrored by mono-PERC additions. However, multi is still seeing heavy commitment, and this is reflected in the title of the talk from JinkoSolar at PV CellTech.

这一点从进去公布的增加多个吉瓦级单晶硅片产能和配套的单晶PERC产品扩张公告上得以明确显示。但是,多晶硅产品看起来仍旧占据了较大的比重,并且这一点也在晶科能源代表将在PV CellTech上的主题演讲题目中也有所体现。

Given the current crossroads the p-type industry is at, regarding mono and multi, having the ability to run multi-GW activity across both p-mono and p-multi is almost ideal, and allows JinkoSolar to benefit in equal measures from the competitive activities from the mono and multi specialist wafer/cell producers this year.

考虑到p型产品目前所处的发展十字路口,包括单晶和多晶产品,能够有能力同时在p型单晶和p型多晶产品上进行多吉瓦规模的活动是十分理想的,并也使得晶科能源在今年内能够从与单晶和多晶专门硅片/电池制造商的竞争中均衡获益。

Perhaps the most interesting comment from our interview with Qi Wang is related to the comment on the lack of PERC production, in contrast to the regular announcements we have been hearing in the industry on PERC, or the myriad of demo modules shown at the industry’s main exhibitions during 2016.

在我们对王琪进行的采访中,最为有趣的评论或许是与PERC产能缺席相关的评论,这与我们通常在产业内获得的PERC常规公告量不同,也与2016年内产业主要展会活动中展出的无数组件样品的状况相悖。

It is a question I get regularly when talking to people, and I think there are many factors at play here. I’m sure many will be addressed and discussed at PV CellTech, and here we may get the most useful inputs from the equipment suppliers of PECVD and laser patterning tools.

这是我在与业内人士交流时通常会被问道的问题,我认为此问题分为多个方面。我坚信这其中的多个方面将会在PV CellTech上进行探讨,并且在这里我们能够从PECVD和激光工具设备供应商处得到最为有用的讯息。

First, the move to PERC is happening rapidly, and the capacity plans and full line integration plans are being done at a frantic rate. It always takes time to get things optimized quickly when implementing new process flows, and of course, it needs the entire cell production line to be optimized, not simply rear side deposition and laser openings. Everything needs to work together on the cell lines. PERC is not an instant drop-in solution: it takes time.

首先,向PERC的转型过程发展得很快,产能扩张计划和全线集成计划也正以疯狂的速度进行着。在对新工艺流程进行应用时,通常会花费很长时间才能完成各项优化,当然也需要对整条太阳能电池生产线进行优化,而并不仅仅是对背表面沉积和激光开背等工艺进行优化。太阳能电池生产线上的每一步骤均需相互配合。PERC技术并非即时解决方案,而需要时间来完成转型。

We also have the mono/multi aspect, and it is no surprise that processing on mono wafers, at the cell stage, is simply easier, and process windows are wider, while secondary loss mechanisms are easier to understand and control. Only 2-3 cell makers have succeeded in moving directly to p-multi PERC: the others are likely to follow, but only once p-mono PERC is fully controlled from a standard-deviation and manufacturing cost standpoint.

我们同时还涵盖了单晶/多晶领域,毫无意外地,在太阳能电池工艺阶段,单晶硅片处置工艺要更为简单,工艺窗口也更宽,而二级损失机制也更易理解和控制。仅有2-3家电池制造商已经成功地直接转型至p型多晶硅PERC技术,其他企业也会闻风而动,但仅仅会在p型单晶PERC已经实现标准变量与生产成本完全可控的前提下。

The final issue that surely impacts on PERC production levels relates to the equipment supply-chain, and it is interesting to see Qi Wang flag the equipment side of things. PV equipment supply is such an integral part of PV CellTech this year, complemented by materials supply, and we have added a panel session discussion on equipment.

最后,确定会对PERC生产水平造成影响的是与设备供应链相关的问题,王琦就此问题提出了设备侧的话题也让人十分关注。光伏设备供应是PV CellTech会议今年的主要整体部分,并还有材料供应等议题,同时我们还组织了关于设备话题的小组讨论环节。

Specifically for PERC, Meyer Burger has been the dominant company for PECVD supply, following market-share successes seen before by the company it acquired several years ago, Roth & Rau. While Roth & Rau was focused on SiN deposition on the front side, revenues from Meyer Burger have a strong contribution from rear-side materials deposition in the PERC process.

在PERC领域,梅耶博格(Meyer Burger)是PECVD供应领域内的主导企业,通过几年前收购的Roth & Rau公司获得足够的市场份额。尽管Roth & Rau公司的重点是在前表面的SiN沉积工艺上,PERC工艺中的后表面材料沉积则对梅耶博格的营收有着重要的贡献。

Laser equipment supply has also often been from European based laser tool integrators (InnoLas and 3D-Micromac), with many of the leading PERC producers today opting for supply from one of these two companies.

激光设备供应也通常来自欧洲的激光设备集成商(InnoLas与3D-Micromac),当前许多领先PERC制造商通常会从这两家公司中选择其一。

However, for both PECVD and laser ablation, PERC is also seeing strong participation from Chinese tool suppliers.

但是,在PECVD和激光烧蚀工艺领域内,PERC技术也有着来自中国设备供应商的参与。

Historically, cell manufacturing tools were the exclusive domain of European, US, and Japanese equipment suppliers. This started to change during the first Chinese expansion phase in the industry during 2009-2012, with domestic Chinese equipment suppliers seeing order uptick for furnaces (diffusion and firing), PECVD and wet-etching benches.

从历史上来看,电池制造工具曾是欧洲、美国和日本设备供应商的专属领域。这一状况在2009-2012年产业内出现的首批中国企业扩张阶段内出现了变化,中国国内设备供应商收获的结烧炉(扩散和结火)、PECVD和湿刻蚀等工艺的设备订单也出现上涨。

However, when companies were seeking to push the limits of cell efficiency, or implementing advanced cell concepts, the domestic Chinese equipment suppliers were rarely seen as options.

但是,当各家公司开始追求太阳能电池效率的极限,或是在应用先进太阳能电池理念时,中国国内设备供应商则很少成为各家公司的首选。

In fact, we could almost ring-fence screen-printing here. Up until a few years ago, all screen-printers were from a select group of companies: Applied Materials (AMAT), ASYS, DEK-Solar (now ASM Alternative Energy), Jonas & Redmann (or JRT), and Seishin. Of this grouping, AMAT’s Baccini operations were the clear leader, in terms of market share.

事实上,我们几乎可以将丝网印刷圈限出来。直至几年前,所有的丝网印刷企业均来自与特定的企业团体中:应用材料(AMAT)、ASYS、得可太阳能(现为 ASM Alternative Energy)、Jonas & Redmann (JRT)以及Seishin。在这些企业中,应用材料旗下的Baccini在市场份额上是当仁不让的赢家。

However, now we have a Chinese-based company seeing strong market-share gains for screen-printing, and winning business previously seen as safe territory for AMAT. This company is called Maxwell Technologies, and this now means that Chinese equipment suppliers are now active across all parts of cell production lines.

但是,目前一家中国企业在丝网印刷领域内逐渐获得了更多的市场份额,并抢夺了此前被应用材料视为安全领域内的业务。这家中国企业为Maxwell Technologies,这就意味着中国设备供应商目前已活跃在太阳能电池生产线上的所有工艺流程中。

Returning to the PERC production issue now, and many of the Chinese-centric lower tier cell producers have chosen to adopt a strong China-only equipment supply tactic. Given what we know about the challenges in getting the process windows tied down with PERC (mono or multi), it is perhaps not surprising that some observers are questioning the suggested mismatch with PERC capacity announcements and modules hitting the end-market.

现在让我们回到PERC生产问题上来,许多中国非一线电池制造商选择了强势的全国产设备供应测量。考虑到我们所了解到的在确认PERC(单晶或多晶)产品工艺窗口上所遇到的挑战,或许一些产业观察家对PERC产能扩张公告量与最终交付至终端市场的组件数量之间的差异提出疑问,也是意料之中的事了。

When Qi Wang comes on stage at PV CellTech 2017 on the morning of 15 March, the entire audience will be gripped by what is being proposed by JinkoSolar and the company’s thoughts on the cell manufacturing landscape today. When industries have clear market-share leaders that are pulling away, their every word and sentiment is eagerly followed. We expect nothing less in Penang next week!

当王琪在3月15日上午站在演讲台上时,所有的在场听众定将会被晶科能源所给出的观点,以及该公司对太阳能制造领域现状的理解所吸引。当产业内毋庸置疑的市场份额领军企业开始回撤时,他们所表述的每一句话和每一个观点都将获得热切地追捧。我们期待着本周在槟城召开的会议!

PV CellTech takes place on 14-15 March 2017 in Penang, Malaysia. To register to attend the event, please register using this link.

PV CellTech会议将于2017年3月14-15日在马来西亚槟城召开。


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