The trend of photovoltaic EVA film equipment film technology

The upgrading path of photovoltaic film technology is stable, and the trend of n-type double glass promotes structural upgrading.

Photovoltaic film is used to adhere to battery cells and cover plates, and technological upgrades occur within the internal system. With the increasing stability of battery technology, even in the face of the trend of upgrading perc to new battery technologies such as TOPCON and hjt, packaging materials can basically meet the demand. The old production line can only be upgraded and renovated by adjusting some production processes and equipment. The technological trend is to improve reliability under the premise of performance and meet the requirements of refined cost control.

The demand for photovoltaic film will more than double in the next five years. Technological changes have driven the continuous increase in component power, resulting in a gradual dilution of the amount of adhesive film used for single GW modules. However, the terminal installed capacity has grown rapidly, and the demand for photovoltaic adhesive film remains strong. It is expected that the global demand for photovoltaic film will exceed 4 billion square meters in 2025, with a compound annual growth rate of 20% from 2020 to 2025.

The application scenarios of four typical photovoltaic films are gradually becoming clear:

(1) Transparent and white EVA film: Currently, single glass components are usually packaged with conventional transparent EVA film and white film. The white EVA film has high reflectivity. As a bottom adhesive film, it can effectively improve the reflection of incident light in component gaps and the transmission of module light, resulting in a 1w-3w increase in module efficiency.

(2) Poe adhesive film: Due to the serious PID attenuation problem of double glass modules and n-type batteries, EVA resin can be replaced by POE resin with better waterproof, weather resistant, and light transmittance, giving rise to Poe adhesive film.

(3) Multi layer co extruded Poe adhesive film (EPE adhesive film, EVA/POE/EVA structure): Due to the monopoly of Poe resin by a few foreign petrochemical enterprises, the price is expensive, and there are many bubbles generated during component bonding, which increases the failure rate of local and parallel bonding, prolongs bonding time, and other problems. Haiyou New Materials has innovatively developed a multi-layer co extruded Poe adhesive film, which not only has Poe's anti PID performance, but also, It also has a high yield and adhesion efficiency EVA, and reduces the use of Poe, achieving cost reduction and efficiency improvement. At present, first tier component manufacturers are importing and using in bulk. (Report source: Future Think Tank)

With the advancement of the dual glass module and n-type battery technology route, the proportion of high-quality adhesive films is steadily increasing. According to CPIA statistics, although transparent EVA film remained the dominant product in the 2020 market with a market share of 56.7%, it decreased by 12.9 PCT compared to 2019, mainly due to the increase in the proportion of double glass components and the rise in EVA particle prices. The declining share is mainly replaced by Poe film and EPE film. With the further improvement of the penetration rate of double glass modules and n-type batteries, it is expected that the proportion of transparent EVA film/white EVA film/POE film/co extruded film will reach 48%/19%/11%/21% respectively by 2025.