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Looking At The Development Of European Market From Intersolar Europe Jun 10, 2022

After two years of the impact of the epidemic, Intersolar Europe opened again this year. It can be clearly felt that the number of participants is larger than in previous years, and the European market is hot with inquiries. From this year to the first half of next year, the first-line vertically integrated manufacturers are basically full of orders. Some small terminal manufacturers have reported that they cannot purchase components from first-tier manufacturers and are looking for second-tier manufacturers. The supply of module manufacturers and the popularity of inquiries are also reflected in the spot price. With the addition of exchange rate factors, the current European market price is rising rapidly, and the spot price has reached a level of more than 0.28-0.30 US dollars per watt.

The highly discussed topics in the exhibition hall are still the turbulence of international trade in the market in recent years, the wrestling competition between China and the United States, and the rise of local manufacturing in India. Overseas factory building has become the most popular topic recently, except for the United States, India and other places one after another. In addition to the expansion of production, Europe is also seeking to get rid of the possibility of relying on a single country in terms of photovoltaics, and the issue of "Made in Europe" has once again surfaced for discussion.

In addition to many manufacturers planning to improve the supply chain of local manufacturing, European local component manufacturers are also seeking the supply of raw materials that are not made in China, such as overseas silicon materials, silicon wafers, auxiliary materials, etc., except that the bulk of the material supply still comes from China. In addition to the problems of European labor costs, electricity prices and other production costs to increase the local selling price, and if Europe needs to have its own battery supply, and European equipment investment costs are high, how to reduce costs will still be a major test in the future.

The European policy goal is to form a 20GW silicon wafer, battery, and module production capacity cluster in Europe by 2025. However, under the current EU support policy to encourage local production expansion, only a few manufacturers have begun to deploy production expansion plans. , and the actual equipment orders have not yet been seen, if the local manufacturing in Europe is to improve, it still needs to see whether the subsequent EU has relevant and practical incentive support policies.

In this exhibition, in addition to the mainstream PERC modules, there are also many exhibits on display of N-type module products, benefiting from the increasing demand in Europe, the high acceptance of new technologies and prices, and the promotion of low-carbon modules in some countries. Footprint component demand, the European market will be the global outpost for N-type solar panels.

This time I learned that the current N-type products are still in the early stage of promotion. It can be seen that most Chinese manufacturers have narrowed the price gap to gain product advantages with PERC pv modules, and with high wattage and low light performance, terminals have begun to accept some N-type products. Project, the current TOPCon price difference is about 1-2 cents per watt compared with the PERC price, and the price difference is gradually narrowing. The HJT solar panels price difference mostly falls between 1-5 cents per watt depending on the manufacturer's strategy. If N-type solar panels gradually become available in Europe. Being recognized and popularized will accelerate the development and application of N-type technology, and N-type product shipments are expected to grow in 2023.

Intersolar Europe 2022 has come to a close. This year, under the influence of the Russian-Ukrainian war, the impact of energy transition in Europe has changed immediately. Energy prices in Europe are rising rapidly. This exhibition shows the market's demand for growth, prices, component projects, etc. It has begun to change. The huge impact of residential electricity prices will also rapidly stimulate the growth of distributed photovoltaics. In southern Europe, large-scale ground power plants are the bulk, and overall European module demand this year is expected to increase to a level of about 40-50GW.

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