太阳能行业2027-2030年和美国制造业的前景分析报告.pdf

1、The Solar Industry 2027-2030&the Prospects for U.S.ManufacturingPV CellTech USA 2024|San Francisco Bay Area,California|9 October 20241Finlay ColvilleHead of Research-PV TechChair-PV CellTech&PV ModuleTech ConferencesFinlay Colville|PV CellTech USA 2024|9 October 2024Contents for Day Two Talk End of

2、the Pure-Play Model?India:Trailblazing or Misplaced Optimism?Global Technology Forecast to 2030 The Prospects for U.S.Manufacturing Summary2Finlay Colville|PV CellTech USA 2024|9 October 20243End of the Pure-Play Model?Finlay Colville|PV CellTech USA 2024|9 October 2024Over-Dependency on Solar Modul

3、e Profits482%of 2024 Module Shipments18%93%7%Finlay Colville|PV CellTech USA 2024|9 October 20245India:Trailblazing or Misplaced Optimism?Finlay Colville|PV CellTech USA 2024|9 October 20246Downloaded from https:/ on 5 Oct.2024Source:The Tata Power Company Ltd.,Analyst Presentation on 28 Nov.2023Ind

4、ian Energy ConglomeratesScreenshot from https:/ on 5 Oct.2024Finlay Colville|PV CellTech USA 2024|9 October 20247Global Technology Forecast to 2030Finlay Colville|PV CellTech USA 2024|9 October 20248p-type multi BSFp-type mono PERCn-type mono TOPConBack ContactAll othersSingle Junction Solar CellBey

5、ond Single JunctionFinlay Colville|PV CellTech USA 2024|9 October 20249The Prospects for U.S.ManufacturingFinlay Colville|PV CellTech USA 2024|9 October 2024Observations on U.S.c-Si Cell Prospects Currently a highly fragmented landscape:PERC or TOPCon or HJT?Pure-play cell makers with little/no cell

6、 production background Where do the wafers come from?Host of module producers with tentative cell plans Variety of investor profiles&expectations Large number of foreign entities eyeing options Chinese or non-Chinese production equipment?One well-financed Kore