Recently, Longji showed its BC module shipment plan for 2026: it is expected to exceed 50GW.
This means that from 2023 to the end of 2026, the cumulative global shipments of Longji BC components are expected to be close to 100GW. It can be seen that the shipment of Longji BC components is experiencing "acceleration": from 6GW in 2023 , 17GW in 2024, and 23GW in 2025 . By 2026, it is expected to exceed 50GW , showing a leap-forward growth trend year by year.
In response, Jiang Dongyu, Vice President of Longji Green Energy and President of Photovoltaic Product Management Center, said: "From the perspective of mass production scale, BC technology is no longer a niche technology, but has entered the era of mass production and large-scale application."
BC "acceleration": comprehensive breakthrough
in technology, production capacity, yield, efficiency, etc. BC technology is not a new technology. Previously, it was mainly limited by high difficulty in technology implementation, low yield, and difficult cost control, and failed to achieve mass production.
As the world's leading green energy technology company, Longji began to lay out BC in 2017, investing huge R & D resources and trial and error costs, while exploring a number of technical routes, and finally locked in BC, All in BC, and around product structure, core materials, production equipment. Systematic patent layout will be carried out in the whole manufacturing process of silicon wafers, batteries and components.
At present, Longji has more than 510 BC-related authorized patents, including more than 330 invention patents, and has built a powerful "moat" of BC technology. Compared with the single crystal era and PERC era, Longji has put intellectual property protection on the agenda from the very beginning, jointly with upstream and downstream equipment and process partners in the industrial chain, aiming at innovative achievements for patent layout. Up to now, Longji has maintained a leading edge in BC technology route for three to five years. In terms of
capacity scale, by the end of 2025, Longji HPBC 2.0 battery has its own capacity of 46 GW and cooperative capacity of 11 GW; In terms of mass production capacity, the yield of Longji BC battery end mass production line has reached 98.5%, the mass production power of the mainstream version of components is 650 W-670 W, the maximum power is 680 W, and the mass production conversion efficiency is 24.8%. At present, Longji is promoting "full BC", and it is expected that by the fourth quarter of 2026, the power of about 50% of Longji's component products will reach 670 W-680 W, which is significantly higher than current mainstream TOP Con power level.
From the perspective of orders, BC technology has become the preferred direction of downstream customers. In the first half of 2026, the bidding scale of Longji centralized module procurement was 50.3GW, of which the BC module was 22.5G W, close to 45% of the total scale, indicating that the leading customers in the industry have recognized and selected BC technology, and the large-scale application of high-efficiency BC modules has become an industry trend. In the earliest distributed scenario where BC technology is applied, Longji expects that BC component shipments will exceed 30GW in 2026, accounting for 80% of the total sales of distributed application scenarios.
From these data, we can see that BC is no longer a niche technology, but a mainstream technology that has entered large-scale production and has leading advantages.
Once upon a time, Longji's BC technical route was questioned. However, Longji has always insisted on judging the technology trend from the first principle, and like the counterattack of single crystal in that year, it has withstood the market pressure and completed the whole process breakthrough of BC technology from laboratory to GW level. Now, after three years of technology iteration, Longji BC technology has been greatly improved in terms of conversion efficiency, product maturity and yield, and Longji has been able to continuously precipitate BC technology and form a patent moat. "The market will vote with orders," Mr Jiang said. The iteration of photovoltaic technology has never relied on conceptual hype, nor on emotional ideals. Only technology that has been verified by mass production and can create real value for customers can truly become the mainstream of the industry.
"Nowadays, it is the general trend for industry enterprises to follow the layout of BC technology, which also shows that this technology route has been verified to be correct." Jiang Dongyu said, "As the industry leader, Longji constantly explores cutting-edge technologies and opens up new tracks, which is the responsibility and responsibility of enterprises.". However, in this process, Longji also undertook huge trial and error and R & D costs.
Breakthrough: Differentiation + Scenario-based Under the background of anti-involution
in the PV industry, scenario-based application-oriented differentiated competition has become an important way out for the PV industry to break the situation. In addition, with the vigorous development of multiple application scenarios such as building photovoltaic, offshore photovoltaic and balcony photovoltaic, as well as the continuous enrichment of new formats such as photovoltaic storage integration and zero-carbon park , the development of photovoltaic industry is gradually moving towards refinement and diversification, and product innovation around scenarios will open up differentiated development space for enterprises.
Jiang Dongyu said that compared with conventional products, the power generation of BC modules increased by 8.81% in the same area, creating real incremental value for customers. In addition to efficiency advantages, BC products have differentiated advantages in safety and reliability, which can better protect the whole life cycle power plant revenue.
In fact, BC is born for multiple scenarios. As a platform-based technology, BC technology can superimpose HJT, TOPCon and other battery technology routes, and can also superimpose diversified functions such as all-black aesthetics, anti-dust, lightweight, anti-glare, special fire protection, intelligent components, etc., giving full play to "1 + 1 & gt;" The effect of "2" is to adapt to the differentiated needs of different regions and different application scenarios in the world, which is the most adaptable battery technology route in current scenarios.
Nowadays, Longji BC products have "blossomed everywhere". From mature markets such as China and Europe to developing markets such as Asia, Africa and Latin America, from extremely cold areas, extremely hot areas to dry areas, BC components can adapt to the local climate environment and meet the real needs of customers in different scenarios.
Only the technology that meets the needs of customers and is recognized by customers is the real good technology. Longji's future technology layout is also very clear-full BC. Jiang Dongyu said that in the next five years, Longji's core R & D direction will continue to focus on BC technology, on the one hand, iterating BC 2.0, HIBC and other upgrade technologies to further enhance the efficiency ceiling; On the other hand, Longji has taken the lead in setting up scenario-based R & D teams in the industry, developing customized BC products for different regions and different application scenarios, continuously enlarging the differentiation and scenario-based advantages of BC technology, making BC technology the most stable cornerstone of optical storage integration, and promoting the global photovoltaic industry from homogeneous price competition to customer value. To provide more efficient technical support for the "double carbon" target landing.
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