L R AS Published on Sunday 21 November 2021 - n° 383 - Categories:miscellaneous financial

Interview with Dong Shuguang, President of Talesun, China

The various disruptions that affected Chinese PV manufacturers in 2021 led to delays in installations. This has also affected China. After the 13 GW installed in thefirst half of the year, and as the volume in the second half of the year is usually 2.5 to 3 times higher than the first half, the total Chinese installations in 2021 are expected to be less than 50 GW

Excluding China, demand in thefirst half of the year was in line with expectations, with moderate growth. Rising costs in the second half of the year had a negative impact. Even the European market slowed down from Q3 onwards, suffering from the rising cost of panels, but also of PV glass, aluminium frames, EVA film, silver, copper, ... Global installations in 2021 will be lower than expected at 155 GW (compared to 125 GW in 2020). Disruptions will continue in Q1 2022

Talesun is still feeling the increased transmission costs. China is undergoing energy consumption controls which have sometimes led to plant closures. There is still a risk of additional tariffs in India.

Talesun had announced a panel production capacity of 15 GW by the end of 2021. This will be achieved. Talesun is converting part of its PERC cell production capacity to TOPCon cells. By the end of 2022, Talesun will have converted 20% of its production lines to TOPCon.

For the time being, PERC cells still offer the best solution for solar PV plants in terms of average cost (LCOE). PERC technology will continue to dominate for the next two to three years. HJT cells look attractive in the next two to three years. Heterojunction is a very promising technology.


PV Magazine of 19 November 2021

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