“Regarding module format, we expect large format modules will dominate the market eventually. The market share for M6 wafer is gradually declining and that of larger wafers, such as M10 and G12, are increasing, with M10 occupying the highest market share. We think M10 products hit the sweet spot by reaching a balance between performance, cost and reliability.”
LONGi had previously called TOPCon technology “transitionary” but Fu prefers the term “immature”.
“Currently, we think TOPCon cell and module technology is still evolving and being optimized. If not done correctly, full potential and benefits of TOPCon may not be realized and inferior performance may occur,” he notes, adding “its reliability and yield performance still need to be verified.”
“Thus, we recommend customer to choose reliable products for return on investment. LONGi R&D teams are working hard to fully evaluate this technology, as well as other new technologies, and develop competitive products that will be introduced to the market soon.”
