Solar Industry Update (Fall 2022) [Slides]

Abstract

International H1 2022 Installations• H1 2022 PV installations increased significantly (y/y) in China (137%) and India (82%), and to a lesser extent Germany (16%).-The China Photovoltaic Industry Association expects total 2022 installations in China to be GW-90 GW, far exceeding last year's record of 55 GW. -JMK Research expects India to install 20 GW in 2022.• India's 2022 cumulative solar targets are 60 GW for utility-scale solar and 40 GW for rooftop solar. It is expected to come close to achieving its utility-scale PV target, but it will likely fall short of its rooftop solar target by 25 GW.

Vapor phase deposition of perovskite photovoltaics: short track to commercialization?

“…First Solar, Inc., the industry leader in both cumulative deployed thin-film photovoltaics and thin-film photovoltaics manufacturing capacity is a noteworthy example in that regard. [88][89][90] For this reason, equipment manufacturers like the VON ARDENNE GmbH in Germany or Evolar AB in Sweden, the latter was recently acquired by First Solar Inc., 91 already preparing themselves for a future vapor processing of perovskite PV. 92,93 Developing adapted processes that circumvent well-known challenges of state-of-the-art approaches (e.g., co-evaporation) is crucial.…”

Global PV Supply Chains: Costs and Energy Savings, GHG Emission Reductions

“…Fast forward to 2021, the global cumulative production exceeded 1,000 GWp, and the photovoltaic industry faced a new challenge. Polysilicon prices have more than tripled during the last two years due to a combination of factors, including rising demand, the impact of trade disputes, disrupted supply chains, concerns over tightening supply, and slow expansion of polysilicon capacity, which takes 18-24 months 44 . As a result, the price decline of PV modules has slowed down.…”

“…Some studies have calculated the learning rates of different countries based on different prices, but we believe that the significant price differences are mainly due to international trade barriers and tariffs, as well as different types of PV modules and technologies used. For instance, in the United States market, due to the 201 law and the situation of local suppliers, imported modules are mainly higher-priced thinfilm or bifacial modules 44 . In addition, different profit requirements of companies in different countries also contribute to the differences, which do not align with actual cost variations.…”

Continuous flash sublimation of inorganic halide perovskites: overcoming rate and continuity limitations of vapor deposition

“…For example, First Solar, Inc., the industry leader in both cumulative deployed thin-lm photovoltaics and thin-lm photovoltaics manufacturing capacity, produces their cadmium telluride solar cells by vapor processing. [4][5][6] Furthermore, organic photovoltaics, which can be fabricated by either solution or vapor methods are commercialized by the Heliatek GmbH using vapor processing. 7 Similar to these technologies, vapor-based processing is expected to play a crucial role in the commercialization of perovskite-based photovoltaics.…”