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2023 04 17 TOPCon Table_Author Email:S1320523020001 2023 338GW 2022 N TOPCon 2022 TOPCon 63.3GW 2023 N TOPCon 200GW TOPCon P 0.048/W BOS TOPCon PERC 0.07/W TOPCon TOPCon-20%-10%0%10%20%30%40%50%4/18 6/29 9/9 11/20 1/31 4/13 300 2023 04 17 2 1.4 1.1 2022.4 1.2.5 1.3.6 2.7 2.1.7 2.2“”.8 2.3 PERC TOPCon.8 3.TOPCon.9 3.1 PERC 25.6%.10 3.2 Topcon 25%.11 3.3 TOPCon PERC 0.8/W.12 3.4.13 3.5 NP TOPCon IRR 0.59%.13 3.6.14 4.TOPCon.15 4.1 LPCVD PECVD.16 4.2.16 5.17 6.18 0YCXxOnQsRpOsMpMrMtMmNaQbP9PpNoOmOmPfQnNtOjMnMtM6MoPtMvPoOoNuOnRrN 2023 04 17 3 1 2024 GW.4 2.4 3 GW,%.5 4 GW.5 5.6 6.7 7 5%.7 8.7 9/W.7 10.8 11.9 12.9 13 TOPCon N.9 14 TOPCon.9 15 SiO2/Al2O3(1.5 nm)/SiNx TOPCon.10 16 Al2O3(3 nm)/SiNx TOPCon.10 17.11 18 TOPCon.11 19 2022 2023 TOPCon.12 20 2022 GW.12 21 2022 TOPCon.14 22 2023 TOPCon.14 23 PERC TOPCon%.15 24.17 2023 04 17 4 1.21 2023 283-355GW 2010 2020 23.2%2021 2024 CAGR 22.36%1 2024 GW 2 BloombergNEF BloombergNEF 1.1 2022 InfoLink Consulting 2022 278GW 2021 178GW 100GW 56%2023 21.6%338GW 2022 2023 2023 2022Q4 50%TUV 2035 7/W 3.5/W 5 2023 04 17 5 3 GW,%4 GW SolarPower Europe TUV 1.2 1 2012 3013 BCD4 FIT5 2022 2023 2023 60GW 398GW 1 2012 14.78%15.97%18.32%249.96%2 201 18 4 2.5GW 30%5%201 22 2 4 201 3 301 3250 10%(USTR)301 2000 10%4 BCD 25%40%5 FIT Feed-in-Tariff,2%3%4%4%5%5%6%35%33%38%37%35%34%33%27%23%20%20%20%20%20%19%22%20%22%21%20%19%17%19%17%17%19%20%22%0.0050.00100.00150.00200.00250.00300.00350.00400.002020 2021 2022 2023E 2024E 2025E 2026E 2023 04 17 6 5 SolarPower Europe 1.3 2022 500GW 400GW 200GW 35%45%9%23%11%15%9%12%5%12%2023 04 17 7 6 7 5%2.2022 70%2020 5 2022 12 2.5 5.6/30.5-31/400%2021 100%-150%2020 0.8/68%2 1.5/2/33%2.1 3 8 22.8/22.61/4.8%8 9/W PVInfolink PVInfolink 2023 V 43.0%22.0%13.0%11.5%10.5%0.010.020.030.00100200300400左：多晶 硅 致密 料（元/kg)多晶硅多 晶用（美元/kg）多晶硅单 晶用（美元/kg）1.501.601.701.801.902.002.102.201.72 1.72 2023 04 17 8 1 46%31%EVA-POE 320GW 2.2“”2023 2023 240.4 99.8%3 2.3 PERC TOPCon LCOE 90%AI BSF PERC 166mm 182mm 210mm P N TOPCon PERC P 2017 PERC PERC 24.5%10 CEA Quality Assurance Project Data Statistics TOPCon PERC 2022 PERC N TOPCon PERC PERC TOPCon N InfoLink 2023 TOPCon 400GW TOPCon PERC 2023 TOPCon 25%2023 04 17 9 11 12 PVInfolink PVInfolink 3.TOPCon TOPCon Tunnel Oxide Passivated Contact N 2013 Frauhofer 1-2nm 28.7%13 TOPCon N 14 TOPCon 6 SiO2 SiNx Al2O3 TOPCon P+SiO2 Al2O3 SiNx 1.2 nm 1.5 nm 85 nm 6 TOPCon AI2O3/SiNx SiO2/AI2O3/SiNx,380471 484 493 483 483169535048659068102004006008001000120014002021 2022F 2023F 2024F 2025F 2026FP GW)N(GW)154230 2251681157742298 20933045901002003004005006002021 2022F 2023F 2024F 2025F 2026FP GW)N(GW)2023 04 17 10 15 SiO2/Al2O3(1.5 nm)/SiNx TOPCon 16 Al2O3(3 nm)/SiNx TOPCon TOPCon AI2O3/SiNx SiO2/AI2O3/SiNx TOPCon AI2O3/SiNx SiO2/AI2O3/SiNx 1 TOPCon I-V V oc/V I sc/A R s FF/%E ta/%SiO 2/Al 2O 3(1.5 nm)/SiN x 0.700 10.44 0.0012 82.21 23.86 Al 2O 3(1.5 nm)/SiN x 0.697 10.44 0.0012 81.76 23.61 Al 2O 3(3 nm)/SiN x 0.701 10.44 0.0014 82.03 23.84 TOPCon AI2O3/SiNx SiO2/AI2O3/SiNx TOPCon Al 2O 3(3nm)/SiN x SiO 2/Al 2O 3(1.5 nm)/SiN x Al2O3 1.5 nm 3 nm,20 mV,707 mV,0.23,SiO2/Al2O3(1.5 nm)/SiNx 23.84%Al2O3(3 nm)/SiNx SiO2/Al2O3(1.5 nm)/SiNx 3.1 PERC 25.6%TOPCon LCOE TOPCon PERC TOPCon TOPCon PERC LCOE TOPCon 1 PERC TOPCon 28.7%PERC 2022 10 182N TOPCon 26.1%2 PERC 70%9.45%TOPCon 85%11.48%3 TOPCon PERC TOPCon 1%30 87.4%PERC-TOPCon-2023 04 17 11 17 18 TOPCon TOPcon 26.7%182N TOPCon 26.2%210N TOPCon 25.5%P TOPCon 25.19%Frauhofer ISE 4cm2 25.8%Topcon 25%+6GW TOPCon 25.2%25.6%10GW 25%4GW 24.8%3.2 Topcon 25%2023 TOPCon 25%InfoLink Counsulting 2022 TOPCon 80GW 16GW HJT 13GW 3GW PERC PREC TOPCon InfoLink 1100GW 2022 N 20GW 2023 TOPCon 400GW TOPCon PERC 2022 TOPCon 7%2023 25%2023 04 17 12 19 2022 2023 TOPCon TOPCon 2023 TOPCon 234%399%2022 TOPCon 9.2%2022 TOPCon 2022 5 TOPCon 70.1%84.3%30%0 TOPCon 2023 2024 20 2022 GW 3.3 TOPCon PERC 0.8/W 0.05.010.015.020.025.030.035.040.0截至2022 年低TOPCon 电池产能（GW）2022 年TOPCon出货量（GW）截至2023 年底TOPCon 电池产能（GW）2023 年TOPCon 电池出货量（GW）2023 04 17 13 TOPCon PERC CPIA PERC 1.94/GW TOPCon 2.2/GW PERC 0.8/GW HJT 4-4.5/GW TOPCon HJT TOPCon PERC PERC 0.4-0.6/GW 2020 PERC TOPCon 2022 TOPCon TOPCon 1.5-2.2 3.4 TOPCon 0.796/W PERC 0.785/W 0.01/W TOPCon 0.037/W PERC 70mg TOPCon 120mg 6000/kg 0.02/W 2 PERC TOPCon HJT/W 0.785 78%0.796 75%0.804 70%0.19 22%0.227 25%0.291 30%0.062 7%0.082 10%0.125 13%0.03 3%0.04 4%0.04 4%0.01 1%0.022 2%0.022 2%0.019 2%0.022 2%0.04 4%0.069 8%0.061 6%0.064 7%0.975 1.023 1.095 1.33 1.4 1.5 97%()TOPCon PERC 0.048 HJT PERC 0.12 TOPCon HJT PERC 0.1 TOPCon HJT TOPCon HJT 3.5 NP TOPCon IRR 0.59%N P TOPCon 0.59%TOPCon PERC 3%IRR IRR 3%0.14-0.15/W TOPCon PERC 15-20 2.67%2.67%EPC 0.04/W TOPCon PERC 0.2/W 2023 04 17 14 3/W N P IRR N P 7.67%7.08%0.59%N P 0.1 7.36%7.08%0.28%N P 0.2 7.08%7.08%0.00%3.6 BNEF 2020 80%66%10 60%10/160 80%2021 20%10.54%TOPCon 2022 TOPCon 26.7%15.8%15.01%2023 TOPCon PERC TOPCon 2023 16.88%14.57%12.83%TOPCon 21 2022 TOPCon 22 2023 TOPCon 26.70%15.80%15.01%12.64%9.48%6.32%6.32%2.05%16.88%12.83%14.57%3.76%2.82%4.70%4.70%3.76%1.88%4.47%2.35%4.70%4.70%4.70%4.70%8.46%2023 04 17 15 4.TOPCon TOPCon PREC 2 PERC TOPCon/LPCVD/PECVD/PVD TOPCon PERC TOPCon N TOPCon+2000 10%11000 LP+6000 PECVD+5000 25%LP+PECVD+23 PERC TOPCon%Fundamentals,present status and future perspective of TOPCon solar cells:A comprehensive review TOPCon TOPcon Tunnel Oxide 12nm UV/O3 PECVD LPCVD TOPCon PECVD 1-2nm PECVD poly ALD 2023 04 17 16 4.1 LPCVD PECVD TOPCon LPCVD PECVD PVD LPCVD PECVD TOPCon LPCVD(Low Pressure Chemical Vapor Deposition)67%97%PECVD(Plasma Enhanced Chemical Vapor Deposition)PECVD PECVD PECVD PECVD 100A/s 24%PVD(Physical Vapor Deposition)PECVD 9%4 LPCVD 600-1000 C 3-6nm/min 1-3nm/min 67%90-95%N PECVD 250-350 C 100Pa 10nm/min 20%95%PVD-500 C 10nm/min 9%97%PVInfolink 4.2 TOPCon LPCVD PECVD PVD LPCVD PECVD PVD PEALD LPCVD PECVD 2022 4 TOPCon LPCVD PE-poly TOPCon PECVD N TOPCon 24%24.5%7.6GW 3.6GW 4GW 3.6GW 2.1GWTOPCon LPCVD PVD 2023 04 17 17 24 5.2023 338GW 2022 N TOPCon 2023 N TOPCon 200GW TOPCon P 0.048/W BOS TOPCon PERC 0.07/W TOPCon 2016-2019 N TOPCon 26.4%7 N TOPCon TOPCon 100%53.5GW 2023 15%TOPCon 25%130 m TOPCon 150 m 125 m TOPCon 2023 04 17 18 PECVD TOPCon HJT IBC TOPCon PE-Poly PECVD Poly 50GW PERC MWT TOPCon IBC HJT PERC PERC 80%TOPCon 5-6 23 IBC 40GW TCO 6.1 2 TOPCon HJT IBC HJT TOPCon 2023 04 17 19,6 A 300 10%5%10%-5%+5%5%195 8 11 15F 266100 5 27F 100029 1366 9-10F 200120 2 28-30F 518000
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