Laser technology helps high-end manufacturing, and the utility of photovoltaic industry is prominent. The advantages of laser technology are obvious, and the downstream application scenarios are extensive, mainly including laser cutting, welding, drilling, marking, etc. At present, the main theme of the photovoltaic industry is to reduce costs and increase efficiency, and laser processing meets the development needs of the photovoltaic industry. Laser can not only improve the production quality, bring about a certain improvement in the conversion efficiency of photovoltaic cells, but also reduce labor costs, save production space, optimize production layout, and promote cost reduction under large-scale production.
Special laser processing technology: the PERC era is fully applied, and the new technology path is expected to continue. PERC is still the absolute main force in the industry. In the era of PERC, laser slotting equipment occupies the core position, mainly adding two new technologies, namely, deposition of back passivation layer and slotting to form back contact. In addition, SE doping and other technologies can be superimposed. TOPCon production line can be rebuilt based on PERC production line. Boron doping is an important process of TOPCon, and laser doping method maintains the optimal solution. The conversion efficiency of IBC leads the N-type new technology, and the laser slotting replaces the traditional photolithographic mask method to help reduce the cost and improve the efficiency of the battery. HJT production process is greatly simplified, and laser equipment still has a place. Laser LIA technology helps to improve HJT conversion efficiency.
General laser processing technology: further promote cost reduction and efficiency increase of photovoltaic cells. The N-type battery is still facing problems such as high cost and incomplete technology. There is a wide space for laser equipment and technological innovation to help reduce costs. Laser transfer printing has significant advantages in reducing silver paste consumption and improving conversion efficiency, and is expected to become the next generation mainstream technology and laser equipment. The nondestructive laser scoring technology is suitable for efficient module technology, which has the characteristics of clean section, no damage points, less silicon dust generated during processing, and the same bending strength. It solves the problem of battery damage caused by conventional laser scoring, minimizes the loss of battery performance before and after slicing, and boosts the output power of the module.
Space measurement of photovoltaic laser equipment industry: benefiting from technological progress and value improvement, the industry has broad space. In combination with the application of laser transfer printing and other laser equipment, we believe that the total scale of photovoltaic laser equipment is expected to reach 4.42/709 billion yuan in 2025 under a conservative/optimistic situation, and the CAGR will reach 31.3%/47.7% respectively in 21-25 years. In 2025, under conservative and optimistic conditions, the proportion of laser equipment in total equipment investment will reach 9.6%/15.4% respectively, which is significantly higher than the proportion of 7.2% in 2021. The function and importance of laser equipment in the field of photovoltaic cell production will continue to improve, the value of photovoltaic laser equipment per GW will increase, and the penetration rate of various technologies will increase.
Source: Oriental Fortune
