On June 21, China's leading solar positive electrode silver paste manufacturer SZJY Electronic Material Technology Group stated:
Over the past 9 years, the company has focused on the research of front-side silver paste and back-side silver paste. The front silver paste is divided into high-temperature silver paste and low-temperature silver paste. For ordinary polycrystalline and single crystal PERC, high-temperature silver paste is used, and for HIT, low-temperature silver paste is used. In the first half of 2020, HIT low-temperature silver paste has been sold in small quantities, and its customers include domestic and foreign customers including the top three in the industry.
Positive silver paste is one of the key materials to improve the conversion efficiency of crystalline silicon solar cells. It belongs to a typical technology and capital-intensive industry. The product has a high technical content and a high concentration of industry, so it is relatively cautious in purchasing. Competitors DuPont, Heraeus, Samsung SDI and Shuohe are all multinational companies with strong financial strength, leading technology and rich industry experience. With their first-mover advantage, they have seized the vast majority of the global positive silver paste market share and live in the world. The leading position of the positive silver paste market belongs to the traditional strong enterprise of positive silver paste.
The Chinese silver paste industry only started in 2012, so the domestic substitution process takes a relatively long time. SZJY keeps up with the cutting-edge technology of batteries, realizes a full series of product development, has a solid technical foundation, and has core independent intellectual property rights. At the same time, the company's raw materials are mainly localized, and the first batch of domestically produced silver powder is technically substituted for imported silver powder. It can effectively improve product performance, reduce the cost of silver paste and also speed up the delivery speed, reduce the inventory occupation, and truly realize the localization of silver paste.
The front silver paste is a silver paste for the front electrode of a crystalline silicon solar cell, and the back silver paste is a silver paste for the back electrode of a crystalline silicon solar cell. It is two different slurries, and its production difficulty is roughly equal.
In terms of the dosage of high-temperature silver paste and low-temperature silver paste in the future, the dosage of SZJY high-temperature silver paste has dropped from 70 mg/tablet in 2011 to 70-80 mg/tablet in recent years, and there is little room for future decline; The current dosage of HIT is about 300mg per tablet, and the future goal is to fall to 200mg/tablet or less within one to two years. The decline depends on the development of technology. In addition, the selling price of the high-temperature silver paste market is quite different from the selling price of the low-temperature silver paste market.