Ikarita ya Raporo ya CEA Ibigezweho bigezweho ku isi mu gukora imirasire y'izuba

NaKelly Pickerel|Ku ya 13 Ukwakira 2022

Ikigo ngishwanama cyitwa Clean Energy Associates (CEA) cyasohoye raporo y’ubushakashatsi bw’isoko giheruka gusuzuma uko inganda zikomoka ku mirasire y'izuba ku isi hose.Byuzuye “Q2 2022 Raporo ya Porogaramu itanga amakuru ku isoko (SMIP) ”iraboneka binyuze mu kwiyandikisha.

Mu byagaragaye muri raporo y’iki gihembwe harimo ikoranabuhanga ry’abatanga isoko ryerekeza kuri TOPCon na HJT izuba, bizamura urwego rw’imirasire y'izuba.Ibi biganisha ku kwaguka kwinshi mumashanyarazi akomoka ku mirasire y'izuba kugirango akemure ingirabuzimafatizo zigezweho hamwe n'ikoranabuhanga rigezweho.

Kuruhande rwinganda, abatanga isoko barimo gushakisha uburyo bwo kunoza ingano ya wafer nyuma yo gupima 210-mm (G12) na 182-mm (M10)."182-mm Plus" (182P) yongereye uburebure bwa wafer kugirango irusheho kugabanya "umwanya wera" uterwa no gutandukanya intera kugirango ugere kuri 5 W yumusaruro wongeyeho.Ingano ya module igomba kutagira ingaruka."210-mm Yagabanijwe" (210R) yagabanije ubugari bwa wafer kubisabwa niche yo hejuru hejuru yishyurwa ry'amashanyarazi.Ingano nshya yubunini bwa porogaramu yo hejuru izatangizwa.

CEA ishushanya ubushobozi bwo gutanga imirasire y'izuba ku isi muri raporo, harimo:

• Biteganijwe ko ibikoresho bitandatu bya polysilicon byongera umusaruro muri iki gihembwe, bikazana Q3 ku isi hose ibyapa byitwa polysilicon biboneka ku isi kugeza kuri 90 GW.Biteganijwe ko umwaka urangiye ubushobozi bwa polysilicon bugera kuri 295 GW muri 2022 (nyuma yo kubara uruganda) no kugeza kuri 536 GW muri 2023 (tuvuge ko imishinga yose iri mumiyoboro itera imbere nkuko byari byateganijwe).
• Ubushobozi bwa Ingot bwazamutse hafi 30 GW muri iki gihembwe, cyane cyane bitewe nizindi 23 GW ziza kumurongo mubigo bibiri.
• Ubushobozi bwa Wafer bwaragabanutseho gato, cyane cyane bitewe nuwabitanze asezera ubushobozi bwa wafer-kristaline.
• Abatanga 17 PV bavuzwe muri raporo bongereye ubushobozi bwa selile 22% muri Q2 2022 honyine, bituma hiyongeraho 47 GW yubushobozi kumurongo kugirango igere kuri 262 GW muri iki gihembwe.
• Ubushobozi bwo gukora module muri Q2 2022 bwageze kuri 324 GW, kandi mu mpera za 2022 biteganijwe ko buzagera kuri GW hafi 400, bikazamuka hafi 20% bivuye mubushobozi buriho.

SMIP Utanga Ingot na Wafer Ubushobozi (GW igereranya ryumwaka urangiye)

Abatanga ibicuruzwa bivugwa muri raporo kuri ubu bakoresha GW 11 y’ingufu zitari iy'Ubushinwa, 42 GW y’ubushobozi bw’akagari kitari Ubushinwa, hamwe na 50 GW y’ubushobozi bwa module itari iy'Ubushinwa.Bakomeza gahunda yo kongera ubwo bushobozi kuri 23 GW, 73 GW, na 74 GW.Abatanga ibicuruzwa hafi ya bose bamenye gahunda yo kuzamura Ubushinwa butari bwo bwa waferi nini;gusa abatanga isoko bimukira kuri format ya 210-mm bakeneye igihe cyinyongera kugirango barangize gahunda yo kwaguka kubera gukenera ibikoresho bihenze kugura / kuzamura.

CEA ivuga ko politiki idashidikanywaho ikomeje guhagarika gahunda yo kwagura muri Amerika.

Amakuru yamakuru muri CEA