Ukuhlaziywa kokukhiqizwa kwe-PV kuveza ukuthi izintengo zamamojula azikwazi “ukwehla ngokuqhubekayo” ngo-2024 ngaphandle kwabakhiqizi abathengisa ngaphansi kwezindleko. Abahlaziyi abazinze e-UK u-Exawatt balethe intuthuko ngesonto eledlule, ngendlela ebonwa abahlanganyeli bemakethe yase-Australia.
Ngomjikelezo wokugcwala kwe-PV womhlaba wonke osebenza ngokugcwele kanye nokwehla kwentengo okungaphezu kuka-40% okunyakazise imakethe ngo-2023, kubonakala sengathi ukuncipha okukhulu akufanele kulindelwe ukuthi kuqhubeke kulo nyaka. Umeluleki wokukhiqiza i-Solar u-Exawatt ubike ukuthi nakuba amazinga e-inventory ehlala ephezulu, ukwehla kwezindleko ezengeziwe kungase kumelele abakhiqizi abathengisa ngaphansi kwezindleko.
I-Exawatt yethule okunye kokuhlaziywa kwentengo yayo kanye nezindleko ku-webinar ngesonto eledlule. Ngesikhathi somcimbi, inhloko ye-PV ye-Exawatt, u-Alex Barrows, uthe kusencane indawo yokunciphisa izindleko ezivela kubakhiqizi be-solar module esikhathini esiseduze.
“Ukumodela kwethu okubalulekile kwezindleko kusivumela ukuthi sibheke ukuthi 'intengo eqhubekayo' ingaya kuphi. Esikhathini esiseduze kubukeka sengathi amanani entengo azinzile kakhulu. Ukusatshalaliswa ngokweqile okungenzeka kwehlise kakhulu amanani entengo, kodwa ukwehla kwezindleko 'okuqhubekayo' esikhathini esimaphakathi kubukeka kunzima," kusho u-Barrows.
Umhlaziyi we-Exawatt waphawula ukuthi ngezinto zokwakha nezinto ezisetshenziswayo ezihlanganisa cishe u-80% wezindleko zokukhiqiza imojula ye-PV, sincane indawo yokwehliswa kwezindleko ezengeziwe esikhathini esifushane. Ngakho-ke, amanani kuyodingeka azinze uma abakhiqizi bezogwema ukuthengisa ngokulahlekelwa.
U-Barrows uphawule ukuthi amanani entengo ye-polysilicon, into yokuqala eluhlaza ekukhiqizweni kwemojula ye-silicon ye-crystalline, asondele kakhulu ezindlekweni zokukhiqiza okwamanje. Uthe ngamanani angu-USD7.5kg we-polysilicon esetshenziselwa ukukhiqizwa kohlobo lwe-p-ingot kanye ne-wafer kanye ne-USD9 ye-poly esetshenziselwa uhlobo lwe-n - kanye nezindleko zokukhiqiza ezilinganiselwa ku-USD6.5/kg, kune-headroom encane yokuncipha okuqhubekayo.
“Incane indawo yokwehliswa kwezindleko kodwa hhayi kakhulu,” kusho uBarrows.
U-Rami Fedda, umsunguli wesitolo esikhulu se-Solar Juice, waphawula ukuthi izintengo ze-polysilicon zishintshile - ngemva kwesikhathi sokwehla okukhulu. UFedda uthe amanani entengo anyukile “okokuqala ezinyangeni eziningi. Ngokuvamile lokhu kuwuphawu lokuqala lokuthi amanani ephaneli abheke kuphi.”
U-Fedda wenze ucingo kusibuyekezo sezindaba zevidiyo yokuqala ye-Solar Juice yonyaka, ethunyelwe namuhla, lapho abikezela khona ukuthi amanani emojula azozinza engxenyeni yesibili ka-2024. Wengeze ngokuthi ukuvalwa kokukhiqiza kwaminyaka yonke e-China phakathi noNyaka Omusha Wenyanga wamasonto amabili, kungase kunwetshwe kuze kube amasonto amathathu kuya kwamane, uma kubhekwa amandla emakethe e-oversupply.
Nakuba abathengi bamamojula bangase bamukele amamojula ashibhile ukuba atholakale, u-Exawatt's Barrows uxwayise ngokuthi abakhiqizi abacindezelekile bangase badele ikhwalithi emzamweni wokunciphisa izindleko.
“Uma ungumthengi wamamojula, enye yezinto ezibalulekile okufanele uzibheke ukuthi abahlinzeki bamamojula bazoba sengcupheni yokuphuma emakethe kulo nyaka. Futhi bazoba ngaphansi kwengcindezi enkulu yokunciphisa izindleko ngokunciphisa ikhwalithi yezinto ezisetshenziswayo - ama-backsheets, ama-encapsulants, amabhokisi okuhlanganisa.
“Izindleko eziphansi [zingasho] izinketho zekhwalithi engaba namandla ephansi,” kuxwayisa uBarrows.
Ithimba le-Exawatt libambe i-webinar ngesonto eledlule ukuze likhuthaze ababhalisile bayo I-Solar Technology kanye Nesevisi Yezindleko, ezilethwa kanye nabahlinzeki bokuqinisekisa ikhwalithi i-PVEL. I-Exawatt yatholwa umhlinzeki wezobunhloli bebhizinisi lezimpahla i-CRU ngo-Ephreli 2023.
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