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SAC S1450521120004 SAC S14505211200072023/2/4 行 业 评 级：领先 大 市-A TCO/YWAZvMmRoNpOqOsRnQpQqRaQaO6MmOnNpNsRjMrRoMlOmMrP8OrQsOvPpMqOvPsPnP/BIPV CIPV/42.5%33%/HJT/TCO POE 目录/CONTENTS0102030504 01 1.1 1 Crystalline Silicon 2 Thin Film GaAs InP CIGS CdTe 3 Organic&Nanomaterials 1.2 1953 Bell 1958(I)1959 Hoffman Electronics 10 1960 1970 70 1985 20%1998 24.7;2004 0%20%40%60%80%100%2000200120022003200420052006200720082009201020112012201320142015201620172018201920202021 2004 17%13.70%11.70%9.40%9%8%6.80%6.30%3.50%3.20%4.40%4%3.80%0%2%4%6%8%10%12%14%16%18%2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2004 IRENA CPIA 1.2 HJT TOPCon 2018 ISFH Shockley Queisser Shockley-Queisser SQ 29.43%2018 ISFH poly TOPCon 27.1%poly TOPCon28.7%Polo HJT-Si 27.5%HJT c-Si 28.5%HJT HJT CVD PVD 1.3 III-V CdTe CIGS III-V CdS/CdTe CIGS 1.4 ABX3 1839 Gustav Rose Lev Perovski CaTiO3,Perovskite ABX3-A A=CH3NH3+CH(NH2)2+Cs+B B=Pb2+Sn2+X:Halogen ionAmmonium ionMetal ion Advanced Materials RA、RB、RX分别为A、B、X 离 子 的 半径 t ABX3 t 0.813 1.107 t 1 t 0.8-1.0 1.4 TiO2 3.0 3.2eV TiO2 2009 Tsutomu Miyasaka 3.81%Tsutomu Miyasaka 3.81%Tsutomu Miyasaka A.Kojima,et al.,J.Am.Chem.Soc.,2009 1.5 VS 1.4eV SQ eV 1.5(可调）1.1 1.12 1.42 cm-1 104-5103104-5104-5 cm2/10 1500 10 8500 cm-3 1016-1710161015-161017 s ms 50-200 ns 100nm meV 15 11 25 7 1.5 VS TCO N P MAPI PN Perc 1.5 VS pn:ETL HTL-/1.5 VS SQ 33%29%SQ 33%29%26.7%14.1%25.5%10.0%12.0%14.0%16.0%18.0%20.0%22.0%24.0%26.0%28.0%单晶（含p/n 型电池等）多晶硅异质结 钙钛矿电池 NREL 02 2.1 2.2 PN ABX3 Know-How/eV/V/-2(%)(%)MAPbI2.5Br0.51.72 1.060 18.30 78.20 16.60(FA0.83MA0.17)0.95Cs0.05Pb(I0.6Br0.4)31.71 1.210 19.70 77.50 18.50 FA0.6Cs0.4Pb(I0.7Br0.3)31.75 1.170 17.50 80.00 16.30 FA0.83MA0.17Pb(I0.6Br0.4)31.72 1.150 19.40 77.00 17.20 FA0.8Cs0.2Pb(I0.7Br0.3)31.75 1.240 17.92 81.90 18.19(FA0.65MA0.20Cs0.15)Pb(I0.8Br0.2)31.68 1.170 21.20 79.80 19.50 2.3 1 100 45 VS 2.3 2 4N 1000 3/2.4 OLED LCD OLED ITO OLED 03 3 PVD P1 P2 P3 P4 FTO POE 12345 678 100MW 100MW NIP TCOETL P1 HTL P2 P3/P4/3 CNKI PbX2/DMF MAI/IPA(Doctor-blade coating DB)(),(Slot-die coating);,(Spray coating),(Inkjet-print coating),(Soft-cover deposition SCD)2016 PI PI,3 3 CNKI(Doctor-blade coating DB)100050000CPS m(Slot-die coating):1 2 3 20 50000cps m()CNKI/;PbX2 CH3NH3X PbI2 PbI2 CH3NH3X CH3NH3X CH3NH3X PbI2 PbX2 PbX2 CH3NH3X N2 PbX2 N2;3 CNKI SEM/HJT 1 2 3 04 4.1 1 2022 12 14 B+52 2022 5 13 B 3 2022 12 5 4 2022 11 9 5 2022 9 27 D 6 2022 8 26 Pre-A 7 2022 8 26 3000 8 2022 6 9 9 2022 3 29 B 4.2 LCOE cm2 2021 20 20.20%1000h/2022.09.23 19.35 21.80%/2019.1 300.74 14.30%2023 IEC61215 IEC61730 20 70%-80%Voc:28.95V Isc:19.79mA FF:70.00%2022 20000 1000/2018 3600/110/2021 63.98 20.50%/2022.04.03 300 18.20%Temperature:(24 RH(17 2)%2022.09.15 756 18.20%/2020 46.2 18.07%/2023.01.10 61.58 20.08%40.81cm(66%)3.45%(21%)Voc:11.820V Isc:130.633mA FF:80.10%4.2 4.3&/BIPV CIPV/1 2/3/42.5%33%29.43%4.3&HJT+05 5.1 wind HJT/HJT HJT HJT PVD CVD TCO/HJT HJT 2022/HJT 2022 HJT 80%/GW1 2022/9/4 7.2GW HJT 12 102 2022/4/15 REC)HJT 8 4.83 2022/7/6 210 HJT 2 1.24 2022H1-()1.25 2022/9/13&HJT 3 1.8 1.2 6 2022/8/16 HJT 17 2022/9/25 1GW HJT 28 2022/4/18 3.6GW HJT 5.29 2022/9/29 HJT 8 4.8合计 32 787.861437.712285.443095.393015.51170.93247.54394.43642.80686.930%10%20%30%40%50%60%70%80%90%05001,0001,5002,0002,5003,0003,5002018 2019 2020 2021 2022Q1-3 yoy yoy 5.1 wind PERC 2003 PERC TOPCon HJT HBC IBC PERC 50%RPD RPD 2021 10 2022 PVD wind 0%20%40%60%80%100%2017 2018 2019 2020 2021 PECVD 1492.742527.164044.255047.214256.43306.19381.91523.03717.40820.790%10%20%30%40%50%60%70%80%01,0002,0003,0004,0005,0006,0002018 2019 2020 2021 2022Q1-3 yoy yoy 5.2 wind OLED 2005 OLED OLED 6 AMOLED 60%Tokki 80%300 OLED wind/300.66283.54405.95393.15108.6771.92136.06111.92-40%-20%0%20%40%60%80%100%0501001502002503003504004502019 2020 2021 2022Q1-Q3 YOY-YOY-57.47%66.55%64.63%65.57%0.00%20.00%40.00%60.00%80.00%100.00%120.00%2019 2020 2021 2022H1 5.2 wind PVD ALD 1993 2010 PERC TOPCON HJT 2022H1 67%2021 5 2190.69 2264.15 3059.87 4085.66 3107.79 124.21(515.15)53.81 145.83 201.10-600%-500%-400%-300%-200%-100%0%100%200%300%-10000100020003000400050002018 2019 2020 2021 2022Q1-Q3 yoy-yoy-30.56%37.83%54.49%66.79%0%20%40%60%80%100%2019 2020 2021 2022H1 3C 5.3 64%0.518/W TCO 0.19/W 10GW 20 TCO ITO FTO AZO 8.8%22.3%1.9%64.5%2.5%w/1GW 10GW 50GW 100GW 0.179/w 1.8 17.9 89.5 179 0.071/w 3.6 35.5 177.5 355TCO 0.19/w 1.9 19.0 95.0 190.0 TCO 500/GW;TCO 38/2.65mm ELVA-TECH wind TCO 1999 2021 3.2 2.65 mm TCO TCO First Solar 2022 1GW 500/TCO 2022 5 TCO 1800 600T/D TCO wind 5.3 4,353.835,124.605,264.214,884.046,921.515,683.13144.4978.39 98.43330.921,307.49415.08-100%-50%0%50%100%150%200%250%300%350%0100020003000400050006000700080002017 2018 2019 2020 2021 2022Q1-Q3 yoy-yoy-0%10%20%30%40%50%60%70%80%90%100%2017 2018 2019 2020 2021 5.4 CNKI/,1.2.1.2.A PbX64-,A,A,A,(CH3)3SPbI3 60d 2.07%,H2O O2,50%40d 80%,1.Rh3+Rh3+N,2.,Pb2+Pb-I,1.(C4H9NH3)2PbI4,2.ETL,Pb 1.,4000h 95%2.(PIB),-1800h 5.4 wind HJT 2004 EL 40%HJT wind 570.83756.33862.021,060.751,609.751,449.9576.17 84.8060.1482.5660.81 54.98-40%-30%-20%-10%0%10%20%30%40%50%60%0200400600800100012001400160018002017 2018 2019 2020 2021 2022Q1-Q3 yoy-yoy-91.26%90.45%89.37%88.50%0%20%40%60%80%100%2019 2020 2021 2022H1 5.5 LPKF/P0 P1 TCO P2 HTL HTL ETL P3 HTL ETL P4 2006 250 12GW 90%2021 H1 TCO P1-P3 P4 2022 9 P0-P4 2021 50 LPKF CIGS CdTe CIGS 3-5um CdTe 2um 0.3-0.5um SiOxNy Mo P1 Cu,In,Ga Se&600 C CdS i-ZnO P3 P2FTO CdSe&CdTe&600 C CdCl2 400 C ZnTeP1 P2 250 C P3Sputtering Mo-Al AlloyFTO HTL 150 C ETL P3 P1 P2 CIGS CdTe 5.5 P1 P3 LKPF 1m*2m 0.5cm 18%250um 130um 8.47 17 RMB()()(cm)(cm)(cm2)(cm2)()2 1 0.5 0.025 196 980470.4 18%8.46722 1 0.5 0.013 196 509.65.5 2008 PERC SE PERC MWT IBC HJT 2017-2021 CAGR 66.03%CAGR 54.35%PERC SE 80%TCO wind wind 5.5 165.41364.88699.951,072.281,256.791,052.7667.13167.91305.16373.15 381.02336.380%20%40%60%80%100%120%140%160%02004006008001000120014002017 2018 2019 2020 2021 2022Q1-Q3 yoy-yoy-98.32%99.24%97.39%95.94%92.74%0.00%20.00%40.00%60.00%80.00%100.00%120.00%2017 2018 2019 2020 2021 MW 2005 CINNO Research 2020 15%DISCO 2009 2020 P0-P4 wind wind 5.5 322.68352.96419.08549.32357.22-7.4520.3967.2387.7134.66-100%0%100%200%300%400%-10001002003004005006002018 2019 2020 2021 2022Q1-Q3 69.91%65.81%71.49%73.46%0%20%40%60%80%100%2018 2019 2020 2021 /TCO 0.2/W 10GW 20 5.6 2022 15601091677 7 18926085297 13718332803 6 300 10%6 300-10%10%6 300 10%A 6 300 B 6 300 19 33 518026 638 3 200080 2 15 100034 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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