麥迪科技(603990.SH):公司有部分產線選擇了PVD的技術方向
格隆匯7月5日丨有投資者向麥迪科技(603990.SH)提問:在TOPCon的技術方案看,公司在技術選擇上有什麼考慮?
麥迪科技回覆:目前行業內TOPCon電池的技術分歧點主要在poly階段,目前市場的三大技術方向分別是LPCVD,PECVD以及PVD。現在看來,實現量產較多的廠商是運用的是LPCVD,這也是公司選擇的技術方向之一。主要選擇的原因是,LPCVD技術相對成熟,已經有部分廠商LPCVD產線上線且效果較好,技術路線已經得到驗證,在轉換效率和良率問題上的表現也比較好。
另外,公司有部分產線選擇了PVD的技術方向,主要考慮的原因是公司認為PVD技術生產的電池片緻密更好,氧化層技術指標也比較好,良率和轉換效率高。同時PVD為指向性沉積,無繞鍍問題,批量生產成本有望相比LPCVD和PECVD更低,未來技術提升的上限也更高。
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