According to foreign media reports, photovoltaic manufacturer CubicPV recently announced that due to silicon wafers and soaring construction costs, the company decided to stop the plan to build a 10GW silicon wafer factory in the United States. This decision has sparked widespread attention and speculation from the outside world.
Prior to the announcement of termination, the project had been progressing relatively smoothly. However, the digital new energy databmcom believes that CubicPV's abandonment of silicon wafers and the R&D of perovskite tandems is actually the company's abandonment of integrated expansion and return to specialized module production. Although silicon wafer technology is one of the core technologies of photovoltaic manufacturing, with the rapid development and technological progress of the photovoltaic industry, specialized production has become an industry trend.
It is understood that CUBICPV currently has monocrystalline silicon wafer technology, direct silicon wafer technology, perovskite technology and crystalline silicon tandem perovskite technology. Among them, direct silicon wafer technology is considered to be an efficient and environmentally friendly production method with great market potential. However, the technology was confirmed at the beginning of the 10GW wafer project and will not be used in the plant. This may be because the technology still had some issues in terms of maturity and reliability at the time, and further technological innovation and improvement were needed.
It is worth noting that with the continuous development and technological progress of the photovoltaic industry, perovskite technology has become one of the representatives of the next generation of photovoltaic technology. Perovskite materials have excellent optoelectronic properties and preparation advantages, and are considered to be an important development direction of the photovoltaic industry in the future. The United States** has also listed perovskites as a "next-generation photovoltaic technology" project, and has supported several start-ups in related research and development.
In this context, CUBICPV decided to focus its funds and manpower on the breakthrough of crystalline silicon-perovskite tandem in order to seek greater development space in the photovoltaic field. This strategic decision shows that CUFICPV has a deep understanding and judgment of the future trend of the photovoltaic industry, and hopes to cope with the increasingly fierce market competition through technological innovation and industrial upgrading.
In conclusion, CubicPV's plan to stop building a 10GW wafer factory in the U.S. is a major decision that reflects the rapid development of the PV industry and technological advancements. With the continuous maturity of perovskite technology and the promotion of commercial applications, the competition between China and the United States in the photovoltaic field will become more fierce and complex in the future. This will require both sides to strengthen technological innovation and industrial upgrading to adapt to the changing market environment and customer needs. At the same time, it is also necessary for the international community to strengthen cooperation and exchanges to jointly promote the sustainable development of the photovoltaic industry and contribute to global climate change and energy security.