Less than a month after the announcement of the major good news about the uniform size of modules in the photovoltaic industry, leading companies have launched related products.

at the just-concluded China photovoltaic industry association's "review of development in the first half of 2023 in the second half of the year and the 2023 photovoltaic industry supply chain development (Xuancheng) forum", Huaxia energy network (public number hxny3060) found that the industry standard size -2382*1134mm(210R) size components have become Trina Solar (SH: 688599), Jingke Energy (SH:688223) and Jingao Technology (SZ:002459) and other leading enterprises of the common choice, and have given the product mass production, order time.

Photovoltaic modules have entered the era of unified size.

Industry consensus converges mainstream forces

Among the rectangular silicon wafer component products that several leading enterprises have focused on promoting, Jingke, Jingao and Tianhe have all announced the launch of 66-piece version products based on 210R size battery design.

66 pieces of version products based on 210R half piece design were released in the jingao report.

at the association conference, jingke also unveiled its 66-piece version of component products based on uniform size for the first time in China.

In addition, Jinko also said that it is accelerating the construction of production capacity for products of this size. Jingke said in the above-mentioned seminar that the layout of this version of the component production capacity of 10GW, "is expected to be able to take orders in the fourth quarter of this year", the main market for "ground power stations and industrial and commercial markets".

Trine Solar also showed that it started to launch 66-piece version components based on 210R size in April last year.

For size unification, Longi Green Energy said, "The unified size jointly released by the nine PV module companies is the result of most companies tending to change the size of the component in the context of a container full of 20 boxes of components as the length boundary, seeking common ground while reserving differences. Such a standardized consensus needs to be maintained by the industry."

previously, on July 7, nine leading photovoltaic enterprises reached a consensus on the size of the new generation of medium-sized components: 2382*1134mm, thus the whole industry realized the size standardization of medium-sized components (click to view: the size of photovoltaic components was finally unified, but the internal consumption of the industry did not draw a "full stop" or focus ")

The unified size is of great significance to the entire photovoltaic industry. It not only reduces the production cost of the entire industry chain, but also improves the production efficiency. The most important thing is to change the size of the industry and drive the large-scale development of the entire industry.

The size is unified, and the value of the next generation of mid-range products is highlighted

the uniform size originated from the 210R rectangular silicon chip component of Tran Solar, with a component size of 2384 × 1134mm. This is the first time this size is available. The new version achieves a high utilization rate of 98.5 per cent of container space, reducing losses in transit to a low point. At the same time, Tianhe claimed that it continued its 210 advantages of high power and low voltage, increased the string power by about 13%, and significantly reduced the BOS of the system, thus being called the "golden size" of the Chinese version and being sought after by the whole industry.

at the SENC exhibition held in Shanghai in the first half of the year, major component manufacturers such as jingao, jingke, dongfang sunrise, chint electric appliance and tongwei stock successively introduced 2384/2380*1134mm specification component products. However, the standard size of the Chinese version set by the following nine leading enterprises is 2382*1134mm, which is a compromise plan based on the above two sizes.

Judging from the production routes displayed by the leading component manufacturers of the industry association, the 210R rectangular battery component has been accepted by the entire industry. The 66-version design with more BOS advantages has been favored by 3 of the 4 20GW enterprises in the industry in the first half of the year. The fundamental reason is that the direction of large-size products is in line with the general trend of value-driven industrial development. This is also in line with the customer value first orientation of the industry's rectangular silicon wafer change.

Version 72 or Version 66?

according to the information disclosed by the industry, on the premise of following the component size standard, from the perspective of product performance, taking 66 605W components as an example, a set of tracking brackets can be used with extreme size design and low voltage advantages. compared with the general n-type 72 and 78 components in the industry, 6-12 components can be connected in series, thus maximizing the utilization of tracking brackets.

taking the distributed standard array with a DC capacity of 2.5MW in Jinan, Shandong province as an example, compared with the traditional 72-piece version of n-type components, the system BOS cost can be saved by RMB 0.0178 yuan/W using the new generation of supreme n-type components.

According to another analysis, the component focuses on scenario design and balanced optimization design. Under the design idea of emphasizing scenario and balance optimization, 66 components are suitable for both ground power stations and industrial and commercial scenarios. And can bring better customer value for both scenarios. This view has also been recognized by industry peers.

In recent years, the pace of expansion of the photovoltaic industry, the competition into the white-hot, the voice of the product size standard is also accompanied by the process of the industry. At this association forum, the world's leading component companies are showing their rectangular silicon component products. At the same time, we also see that on the basis of the standardization of rectangular component size, the industry leader has brought customers with different differentiated products. Whether it is a 72-version design or a 66-version design, the final benefit in the future will be the customer. It will also see more and more valuable products emerge in the future. The comprehensive promotion of standardized medium-sized component products in the industry means the opening of a new "bonus era". In the future, with the upgrading of technology and equipment in the whole industry, products with high-efficiency N-type TOPCon and other high-efficiency technologies will continue to demonstrate their value and show more possibilities in the future.

(please indicate the source for reprinting, source: Huaxia energy network, micro signal: hxny3060)