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Considering the industrial and commercial distributed power stations with high labor and roof costs abroad, the BOS cost related to component efficiency is calculated at 1.4 yuan/W. The value of 1.82W power increase is 0.78/W. Therefore, the increased 3.84 cents/W component price required to recover the cost of silicon chips as indicated in the previous section cannot be sold based on the BOS cost savings of the power station.
4、 Single crystal 166mm chamfer piece
In fact, the current sales premium of 158.75mm square chip module is mainly due to its high power (3% higher than M2). The power of nearly 400W of 72 battery modules is very popular overseas, which can save the cost of flat uniaxial tracking support and manual installation in large ground power plants. Along this idea, it is advisable to cut 233mm diameter silicon rods into 166mm diagonal chamfers (the chamfer ratio is 0.51%), At this time, although the silicon chip capacity of M2 is also about 10% lower than that of M2, the power of the single chip is also increased by 12%. Finally, the silicon chip capacity of W will not be lost, which is what silicon chip manufacturers are willing to accept.
In terms of silicon wafer manufacturing cost, the 166mm chamfered chip is less than 0.2 yuan/chip compared with 158.75mm square chip, and the cost of single W is slightly reduced; For the manufacturing end of battery and module, if the production rhythm and yield can keep the same, the use of 166mm chamfer pieces can reduce the cost by about 2 cents/W respectively; At the power station end, according to the article mp.weixin.qq.com/s/Avz3PA9VMtyMUNb6frpnvw, the use of 166mm chamfer slice can save at least 5.5 cents/W of BOS cost compared with M2, and the corresponding comparable use of 158.75mm square slice can save about 3 cents/W of BOS cost. Therefore, the 166mm specification can be an obvious value for battery and component manufacturers.
5、 Summary
The 158.75mm square silicon PV modules need to sell a premium of at least 3.84 cents/W compared with the single crystal silicon chips with chamfers when the silicon chips are purchased. This premium is difficult to reduce the BOS cost simply by increasing the module power. However, for manufacturers who are now preparing to upgrade from 156.75mm to 158.75mm, the cost disadvantage of choosing the quasi square chips is very obvious compared with choosing the silicon chips with chamfers.
In the context of the continuous growth of global demand for photovoltaic modules and the share of single crystals, chamfered silicon chips have better cost performance advantages and will exist for a long time. At the same time, if the 233mm diameter silicon rod with 158.75mm square slice is used to make chamfer slice, the 166mm wafer with opposite edge distance can be obtained, which can not only reduce the manufacturing cost of the module, but also bring more obvious BOS savings in the power station side by using the 166mm large silicon chip. Therefore, the 166mm silicon chip undoubtedly has more obvious cost and competitive advantages.
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