Recently, the digital new energy DataBM. Com "2022" TOP10 "list of global photovoltaic module shipments was released!
Compared with the list in previous years, the traditional leading position in the list in 2022 is unshakable, but the second half of the seats will face shuffling. The total shipments of TOP10 companies in the
list in 2022 are about 274 GW. Except First Solar, the other nine companies are all Chinese companies .
In terms of shipment volume, component enterprises can be divided into three echelons:
the first echelon of 30 ~ 50GW: Longji, Jinko, Tianhe and Jingao , which topped the list with 46.76GW component shipments.
Followed by. The four head component manufacturers are all familiar old faces, firmly controlling the first echelon seats, with a total shipment of about 173 GW in 2022, accounting for about 70% of the total TOP10 shipments.
The second echelon 10 ~ 30GW: Atlas, Dongfang Risheng and Zhengtai Xinneng.
The third echelon is below 10G W: First Solar, Yidao Xinneng and Tongwei . In
the second and third echelons, there are not only photovoltaic veterans for many years, such as Atlas and First Solar, but also emerging new forces in recent years. Yidao Xinneng and Tongwei are among the top 10 for the first time, which should not be underestimated.
However, with the expansion of major component manufacturers and the catch-up of new players, the ranking of component manufacturers in 2023 will change greatly.
This year, the leading photovoltaic enterprises kept expanding production. & nbsp; Longji Green Energy announced on April 27 that the company planned to build a project with an annual output of 10g W monocrystalline modules in Heshan, with an estimated total investment of 1.999 billion yuan. With the construction of Wuhu Phase II 15GW monocrystalline module project, Ordos 20GW monocrystalline silicon rod and slice project, 30GW high-efficiency monocrystalline battery project and 5G W high-efficiency photovoltaic module project, it is expected that by 2023, Longji's module capacity will reach 130 GW , and Longji's photovoltaic module capacity will reach 130 GW. It has become the first enterprise with component production capacity exceeding 100 GW, and the target of component shipment has reached 85 GW .
In addition, JinkoSolar, Trina Solar and Jingao have also put forward expansion plans for many times, and in 2023, they put forward a relatively close shipment target, which is in the range of 60-70 GW. The
traditional leading position is still unshakable, but the second half of the seats will face shuffling . Photovoltaic veteran Atlas , who
is in the waist position, is also unwilling to lag behind in the situation of tigers in front and pursuers behind, and successfully landed in a shares on June 9, 2023. It has also formulated a shipment plan of 30-35 GW in 2023 to maintain the top five positions.
On the one hand, the traditional first and second-tier manufacturers are striving to move forward, on the other hand, new forces are rising, and Tongwei Solar Energy is catching up strongly. In the second half of 2022, Tongwei began to vigorously develop its component business and set a target of 80GW. Tongwei issued another production expansion announcement, intending to invest 10.5 billion yuan to build an annual output of 25 GW solar cells and 20 GW photovoltaic modules project in Shuangliu. At the same time, a shipment target of 30-40 GW has been set to challenge TOP5 directly.
On June 8, Li Xiande, chairman of Jingke Energy, delivered a speech entitled "Full of the atmosphere of the hard battle". In his speech, he believed that the competition in the photovoltaic industry would enter the PK of the "market is king" component link. Under the national components, the threshold of components has been lowered again and again, China's photovoltaic installed market seems to be booming, but more monks and less porridge, the end of PK is often only price. In 2023, it is inevitable that component manufacturers will fight fiercely.
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