After introducing the corporate’s new light-weight and dust-resistant photo voltaic modules at SNEC 2024, Dr. Zi Ouyang, Vice President and CTO of JA Solar, mentioned the applied sciences the corporate is focusing on for the long run.
What new merchandise did JA Solar unveil at SNEC this time?
dr. Zi Ouyang: At SNEC 2024, JA Solar launched the long-awaited light-weight n-type single-glass module, with a low-moisture permeability backsheet and low-acid ethylene vinyl acetate (EVA) movie, which reduces the load of the module. The new module incorporates our patented mud prevention design, enhancing water movement over the module to stop mud accumulation from stagnant water. This design not solely improves vitality era but additionally lowers module failure charges, bettering operational stability. These dust-proof modules are significantly appropriate for residential rooftop purposes and can quickly be accessible by means of JA Solar’s international gross sales channels.
Currently, tunnel oxide passivated contact (TOPCon) expertise dominates the market, however heterojunction (HJT) and again contact (BC) even have robust supporters. How does JA Solar see the event of cell expertise routes?
dr. Zi Ouyang: As a number one participant within the PV business, JA Solar maintains robust technical reserves in key cell applied sciences. We do not choose favorites; as an alternative, we make investments closely within the growth of all main and promising routes. Whether historic applied sciences resembling back-surface subject (BSF) and passivated emitter and rear contact (PERC), the present mainstream TOPCon, or future potential resembling HJT, BC, and next-generation perovskite, JA Solar is the chief in R&D in most areas.
What components influenced JA Solar’s alternative of a expertise route for mass manufacturing?
dr. Zi Ouyang: We function on a “dual-drive” precept, combining inputs from inside and exterior sources. While frontline gross sales departments present precious insights into market demand, that are necessary however typically short-sighted, JA Solar’s inside R&D division affords complete assessments based mostly on technical understanding, theoretical effectivity limits of latest merchandise, price discount paths, and anticipated product reliability challenges. Ultimately, our product deployment selections are pushed by this twin method.
What would be the mainstream route of JA Solar expertise after TOPCon?
dr. Zi Ouyang: Our growth path is sort of clear. By the top of 2023, we could have a complete of 85 GW of cell capability, with 57 GW devoted to TOPCon cells. We even have a 1.2 GW HJT pilot line in operation. While our TOPCon manufacturing effectivity stands at 26.4%-26.5%, with the potential to be larger, we’re striving for an optimum steadiness between effectivity and price, presently focusing on 26.5% by the top of the 12 months and presumably which reaches 26.8%. Looking forward, we see 27% effectivity is feasible, however additional enhancements will likely be difficult.
Can you define JA Solar’s achievements in ESG?
dr. Zi Ouyang: JA Solar has lengthy advocated “Green to Green, Green to Grow, Green to Great” ideas, guiding our operations in the direction of inexperienced and low carbon practices. We have carried out a complete inexperienced manufacturing system, together with designs for simple product recycling, zero-carbon manufacturing amenities, and decreasing carbon emissions throughout manufacturing and transportation. In addition, JA Solar will work with provide chain companions to construct a zero-carbon ecosystem, and we’ll actively take part in numerous charitable and social duty actions on the earth.
What are JA Solar’s plans for international growth?
dr. Zi Ouyang: Our imaginative and prescient is to change into a number one PV enterprise with international gross sales, manufacturing, and R&D capabilities. Currently, JA Solar merchandise can be found in additional than 165 nations and areas around the globe. We have 6GW capability in Vietnam and count on 2GW capability within the US to start out manufacturing in Q3 2024. In addition, we’re exploring the probabilities of constructing factories in different areas.
What is JA Solar’s forecast for PV installations in 2024?
dr. Zi Ouyang: Based on third-party figures, we estimate that international PV installations could attain between 510 GW to 520 GW this 12 months, with a corresponding module demand of between 600 GW to 650 GW. Domestically, we count on a 15%-20% development in installations in comparison with 2023. JA Solar goals to realize international shipments between 85 GW and 95 GW.
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