The "2024 China BC Battery Industry Competition Pattern Analysis and Capacity Forecast Report" (hereinafter referred to as the "Report") carefully compiled by the Zhiyan Consulting expert team was released, which aims to analyze the future market trend of China's BC battery industry from the perspective of the national economic and industrial development strategy, tap the development potential of China's BC battery industry, predict the development prospects of China's BC battery industry, and help the high-quality development of China's BC battery industry.
This report consists of nine chapters, including an overview of China's BC battery development, BC battery process and difficulties, the development of the global BC battery industry, the development history and current situation of the domestic BC battery market, the analysis of the BC battery industry chain, the analysis of the competition status and market pattern of the global BC battery industry, the financing analysis of the global BC battery market, the problems faced by the development of China's BC battery industry, and the trend of China's BC battery market. The table of contents of the report is as follows:
Overview of the development of China's BC battery industry:
The biggest difference between BC battery and other crystalline silicon cell routes is that the emission stage, surface field and metal electrodes are all made on the back of the battery, and cross-finger distribution, the positive surface of the battery is not blocked by any grid line, maximizing the use of incident light, reducing optical loss, bringing more effective power generation area, high conversion efficiency, and more beautiful appearance.
Strictly speaking, BC battery is a battery manufacturing technology optimized in terms of structure, not a separate cell type. Whether it is a P-type or N-type battery, it is possible to superimpose BC battery technology to make a new type of cell. P-type batteries are superimposed on batteries with BC technology to be PBC. The battery of TOPCON superimposed BC technology is TBC. The battery with HJT superimposed BC technology is HBC. At present, it mainly includes IBC, HBC, PBC, ABC, HPBC and other technical routes. Among them, in the HPBC route of LONGi Green Energy, the electrode arrangement is visually a straight line; Jolywood also has relevant technical reserves for BC, and the main IBC technical routes are cross-arranged. In addition, there are technical routes such as ABC and TBC. In general, BC battery technology is diverse, and it is the most differentiated route in N-type battery technology.
Development status of the global BC battery industry:
As an important part of photovoltaic modules, the growth of cell production capacity and output is of great significance to promote the development of the entire photovoltaic industry. As an important type of photovoltaic cell, BC cells also benefit from the continuous progress of cell technology due to their performance improvement and cost reduction. According to statistics, by the end of 2022, the global cell production capacity reached 583.1GW, a year-on-year increase of 37.69%, and the total global cell production reached 366.1GW, a year-on-year increase of 63.51%. In 2022, the top five companies in global cell shipments are Tongwei, Aixu, Runyang, Zhongrun Solar, and Jietai Technology (Junda). In 2023, the global cell production capacity will be about 886GW. In the future, the global cell production capacity and output are expected to continue to grow, N-type technology will gradually become the first choice for the development of the industry, and BC cells will also usher in broader development prospects.
As a kind of high-efficiency photovoltaic cell, BC cell production has shown an overall growth trend in global photovoltaic cell production in recent years. According to the data, the global photovoltaic cell production in 2022 will be about 323.48GW. In 2023, the global production of photovoltaic cells will be about 371.08GW. In the future, with the rapid development of the photovoltaic industry and the continuous expansion of production capacity, the global output of photovoltaic cells is expected to continue to grow. At the same time, in this context, high-efficiency photovoltaic cell technologies such as BC cells are expected to gain wider applications and market share.
This report is a work that systematically analyzes the development status of China's BC battery industry in 2024, which has important reference value for a comprehensive understanding of the development of China's BC battery industry and academic research and practice related to the development of the BC battery industry.
Data Description:
1. The core data of this report is updated to December 2023, mainly based on Chinese mainland data, and a small amount of global and related regional data.
2. In addition to the first-hand research information and data, authoritative data sources such as the National Bureau of Statistics, China Customs, industry associations, and public reports of listed companies (prospectuses, transfer prospectuses, annual editions, inquiry reports, etc.) also constitute the data sources of this report. The first-hand data comes from the first-hand information data obtained by the research team from interviews with key enterprises in the industry, and the main interview subjects include corporate executives, industry experts, technical leaders, downstream customers, distributors, agents, distributors and upstream raw material suppliers. Secondary sources mainly include relevant industry news, company annual reports, non-profit organizations, industry associations, government agencies and third-party databases from around the world.
3. The core data of the report is based on the company's strict data collection, screening, processing, analysis system and independent calculation model to ensure the accuracy and reliability of statistical data.
4. The data used in this report are all from compliance channels, and the analysis logic is based on the professional understanding of the Zhiyan team, which clearly and accurately reflects the research views of analysts.