As demand for n-type TOPCon photo voltaic panels continues to develop, JinkoSolar stories that it has seen 87% year-over-year development for the know-how. Dany Qian, Vice President of the Chinese language PV producer, mentioned the challenges going through the business and the way JinkoSolar is working to beat them.
May you please briefly recap JinkoSolar’s highlights for 2022?
Danny Qian: In 2022, JinkoSolar delivered over 44.5GW of photo voltaic panels (together with 10GW of our n-type Tiger Neo modules), representing 87% YoY development for n-type panels. This has been our greatest yr at each stage going through many difficulties equivalent to rising polysilicon costs, pressured closures, very excessive rates of interest, and plenty of supply challenges.
Are you able to element the tendencies in orders for n-type merchandise to this point this yr and the way they evaluate to the present manufacturing charge?
Danny Qian: In relation to the n-type Tiger Neo module, it’s anticipated to achieve a 60% share for the yr up to now. This can be a large milestone for the PV business, as nearly all tier 1 gamers are actually switching to n-type TOPCon modules. We have seen sturdy demand to this point, and now we’re seeing orders nearly double the manufacturing charge.
Will JinkoSolar improve the worth of its Tiger Neo merchandise in response to excessive demand?
Danny Qian: That is not in our plans proper now, however we will certainly give precedence to prospects who safe their orders early. We’re ramping up manufacturing of our n-type merchandise, and we anticipate manufacturing to develop at a quicker charge this yr.
Do you assume the worth hole for n-type vs. p-type module is essential when prospects make a mannequin selection?
Danny Qian: As a substitute of specializing in price per watt, what actually makes a distinction to many purchasers in the present day is power density, energy output, and technology efficiency (kWh per kW). Now we have additionally made glorious progress in price management consistent with manufacturing development.
What’s the ratio of n-type TOPCon gross sales capability in your 2023 plan?
Danny Qian: We take the view that we need to proceed to fabricate and promote as many Tiger Neo modules as we are able to. We consider we are able to proceed to push for sturdy quantity development whereas sustaining the business’s finest n-type merchandise in each class. And certainly, R&D and manufacturing applied sciences are our most essential long-term strengths.
Picture: JinkoSolar
Can JinkoSolar benefit from the superior manufacturing capability for the n-type TOPCon module?
Danny Qian: I believe we’re comparatively effectively positioned to benefit from n-type TOPCon know-how turning into mainstream within the coming years.
What sorts of enhancements can we anticipate to see in JinkoSolar’s Tiger Neo merchandise?
Danny Qian: We’re mass-produced module effectivity of greater than 23% on common within the close to future, in addition to a rated energy output of as much as 615 watt-peak (Wp) for 72 cells. JinkoSolar additionally expects to extend the temperature coefficient discount, together with different technological enhancements.
When evaluating PERC vs. TOPCon’s n-type applied sciences in commissioned initiatives, extra lately printed outcomes present common yield good points in real-world, out of doors circumstances. which is greater than 5%, which is larger than the theoretical worth simulated within the check laboratory. . Is that this one of many causes that the demand is intensified?
Danny Qian: Each time we promote a Tiger Neo panel, it has the flexibility to supply an all-around higher reliability and efficiency for any state of affairs ─ simply from its larger effectivity, the elevated capability (watts) per sq. meter, and the extra energy generated (kWh). ) per watt. And we anticipate that the worth and revenue yield for n-type of p-type merchandise will develop over time.
As extra rivals are capable of supply n-type TOPCon panels and the competitors on this space is growing, does JinkoSolar have any price discount plans?
Danny Qian: Our 2023 purpose as a producing group is to ship an economical ramp for n-type merchandise forward of our rivals. The areas we give attention to embody bettering the effectivity and rated energy of the panels, strict high quality management of the availability of excessive quantity supplies, and the method of driving the manufacturing unit yield as a lot as attainable.
Do you anticipate sturdy winds in 2023?
Danny Qian: On the uncooked supplies and inflation aspect ─ the place the worth of polysilicon is the large driver and will probably be a major supply of further prices for us ─ we have to see the place the costs of polysilicon proceed to go. in Q2. And we aren’t solely uncovered to fluctuations in polysilicon costs, but additionally to the prices of excessive purity quartz crucibles. We will definitely proceed to search for methods to offset any improve in uncooked materials prices.
Because the world strikes from p-type to n-type, will it have an effect in your margin stage?
Danny Qian: We worth our merchandise with a view to the long run price construction. And we anticipate our margins to stay wholesome over the course of the remainder of the yr.
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