Stimulated by the country's "dual carbon" goals, photovoltaic power generation, as an important part of clean energy, has rapidly expanded its application scenarios.

As the efficiency of PERC cells approaches the theoretical limit, N-type cells with higher conversion efficiency have become a new technology growth point, among which TOPCON technologies are highly respected. The front of the TOPCON battery follows the back structure of the PERC, and the aluminum oxide plus silicon nitride laminated film is used for passivation and anti-reflection, while the back is prepared with an ultra-thin tunnel oxide layer and a thin layer of highly doped amorphous silicon, which form a passivation The contact structure, the oxide layer can allow many electrons to tunnel into the polysilicon layer while blocking the recombination of minority electrons and holes. At the same time, the highly doped polysilicon layer has good conductivity for many electrons, which can eliminate the backside film opening process and realize the backside. overall passivation.

The advantage of TOPCON is that most TOPCON production lines can be upgraded from PERC production lines, greatly reducing equipment investment costs. From the perspective of mass production scale, after the breakthrough of the upstream supply bottleneck in 2023, the growth of TOPCON is highly certain. Compared with the total demand, TOPCON is still a scarce high-quality production capacity, and it is expected to maintain a high utilization rate.

Compared with PERC, the battery cost of TOPCON is mainly higher in three aspects: silicon wafer, silver paste, and equipment depreciation. Therefore, with the advancement of technologies such as silicon wafer cost reduction, silver consumption reduction, and equipment investment reduction, the cost of TOPCON products is expected to continue to decrease. At the same time, with the continuous improvement of TOPCON battery efficiency, the premium level of TOPCON products can continue to increase.

Innovation is visible and the future can be expected. As the world's leading supplier of photovoltaic modules,Osda will continue to adhere to independent research and development, technological innovation, promote the green transformation and upgrading of the smart photovoltaic industry, and contribute wisdom and strength to the realization of the "double carbon" goal.