this year, perovskite and heterojunction technology (HJT) were poured cold water one after another.
At present, the stability of perovskite is far from meeting the requirements. It may take five years, 10 years or never to find a truly stable perovskite material . "In the next two years, TOPCon will still occupy 70% of the market share; BC will expand to 20% under the leadership of leading enterprises; and HJT will account for about 10% .."
However, only one month later, Elon Musk, the richest man in the world, not only directly "exploded" in his speech on social media December 15, US time. Musk said publicly on social media that it would be foolish to build a small fusion reactor on Earth because "the sun is a huge free nuclear fusion reactor".
technology, the mainstream technology of space photovoltaic is multi-junction cell technology based on gallium arsenide. However, this technology can not support large-scale space photovoltaic deployment because of its strong rigidity, large thickness, heavy weight and high manufacturing cost. In contrast
, perovskite and heterojunction technologies are relatively better choices. According to
the Yangtze Securities Research Report, thanks to cost reduction and efficiency improvement, crystalline silicon batteries may return to the mainstream of space photovoltaics. In crystalline silicon cells, the thickness of silicon wafers used in HJT cells is thinner, which is expected to be reduced to less than 100 µm. On the other hand, with the increasing requirements of space photovoltaic for high efficiency, light weight, low cost and flexibility, perovskite technology is expected to emerge.
Data show that the core team of Shangyi Optoelectronics has been deeply engaged in the application of perovskite in space for many years, and has completed the first principle verification of perovskite materials in space environment, which is a scarce satellite battery manufacturer in China.
During the December 30 conference call, "At present, the mainstream space energy schemes have some limitations in cost control , lightweight design and flexible adaptation ," Junda said. It is difficult to meet the needs of mass deployment and cost-sensitive commercial aerospace, while perovskite
"From the perspective of industry prospects, there is a broad market space for flexible packaging materials, temperature control and heat dissipation film technology in the field of space energy." Junda shares disclosed that Shangyi Photoelectric Team has the relevant technical capacity reserve, and the company may invest in solar wing and related downstream companies in the future.
For the follow-up plan to provide the overall solution of space energy, Junda shares revealed that its core plan is to take the lead in promoting the formulation of national and industrial standards in the field of perovskite and silicon stack technology, and to achieve global application after the establishment of standards. At the current stage, solving the problem of battery power and cost is the key . In his speech on December 26, Li Xiande, chairman
of Jingke Energy , publicly "stood in line" for space photovoltaics. He believes that space photovoltaic "is the only feasible long-term energy support for the realization of space computing power, deep space exploration and other cosmic scenarios, the solution to the future AI power shortage on the earth, and the realization of" space power generation-wireless transmission-ground reception "of the whole chain of new energy solutions", "is also the only way to build a lunar factory and a lunar industrial system in the future" Closed-loop energy path.
on December 30, Trina Solar said on the interactive platform. Crystalline silicon cells (HJT, etc.), perovskite tandem cells and III-V gallium arsenide multi-junction cells related to space photovoltaics have been laid out for a long time, and leading research and development results have been achieved.
At present, Trina Solar has research and development laboratories and pilot lines for HJT batteries and perovskite batteries, and HJT battery technology has maintained a world record of 27.08% efficiency in large areas; The efficiency of small-area perovskite tandem cells is 35%, and the efficiency of large-area tandem cells is 32.
Trina Solar said that in the future, the company will study and explore the application scenarios of various battery components in space based on its own technology. The company will actively explore commercial aerospace/space photovoltaic customers, jointly carry out directional research and development, and provide one-stop and systematic space energy supply solutions for spacecraft in different orbits and missions.
On the same day, Gao Jifan, chairman of Trina Solar, made it clear in his 2026 New Year's speech: "In the new year, Trina Solar will accelerate the commercialization process of perovskite mass production and open a new era of space photovoltaic interstellar computing ." At the end of his speech, Gao Jifan shouted: Dispel the fog of excessive competition with the light of innovation, and embrace the "space energy revolution" with the "sea of stars" in mind.
On December 30, Zhongneng Guangchu Guanwei released the New Year's Day special edition "With Perovskite as the Wing, Space Computing Power as the Engine, Go to the Star Journey Together". It is mentioned in the article that the company relies on the flexible perovskite photovoltaic technology system, the full stack capability of the satellite platform and the space-based computing power architecture, and jointly establishes the "Beijing Aerospace Super Aerospace Energy Technology Co., Ltd.", focusing on the breakthrough of space perovskite technology and the energy system solution of high power consumption space computing power platform.
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