TCL科技(000100.SZ):預計今年下半年會進入TOPCON產能爆發期
格隆匯5月11日丨TCL科技(000100.SZ)在05月08日接受特定對象調研時表示,今年來看,N型是比較確定的趨勢,行業N型產能建設進度也是比較快,預計今年下半年會進入TOPCON產能爆發期,在N型電池上量的過程中,整個材料的匹配至關重要,N型電池廠商用了不同的工藝方法和設備,硅片廠商需要準確理解電池產線對硅片的要求,中環在行業內是最早做N型硅片,和電池廠的配合已經有長期的積累。從整個N型硅片生產工藝來看,對於缺陷的控制和原料的利用等,趨近於8英寸半導體的要求,中環在半導體硅片的製造經驗使得中環在N型硅片製造技術更有優勢。而且,中環在N型薄片化的技術引領,能夠實現相差20um厚度的N型和P型同價,幫助下游客户降低成本。
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