Solar PV: Next Decade Outlook
I. Technology Advancements:
1. Heterojunction (HJT) Dominance
- 27%+ efficiency, 40% cost reduction
- Superior performance in varied conditions
Commercialization
- 25% target efficiency for mass production
- Tandem applications with silicon
3. N-type Cell Transition:
- TOPCon/IBC replacing PERC
- Higher yields, lower degradation
- 30%+ annual residential growth
- Policy-driven expansion
- ¥500B combined market by 2030
- Rising C&I and residential demand
- Key regions: EU, US, MENA, SEA
1. China's Roadmap
2.
- 1,200 GW target by 2025
- Distributed-first approach
- Enhanced subsidies worldwide
- Carbon markets boosting ROI
IV. Digital Transformation
1. Smart Grid Integration
- AI-optimized VPP systems
- Predictive maintenance solutions
- Challenges:Cost volatility, grid upgrades
- Opportunities:Hydrogen/BIPV synergies
- Outlook:Efficiency gains + policy support driving 10-year growth cycle



