2022 is regarded as the first year of N-type technology industrialization. During the window period for technology iteration, traditional photovoltaic manufacturers have aggressively expanded N-type production capacity to consolidate their market position.

According to InfoLink, the market share of N-type TOPCon battery technology will reach 65% in 2024, becoming the mainstream of the market; the market share of P-type battery technology will drop to 23%; the combined market share of HJT and BC battery technology will be about 10% .

Some leading manufacturers have launched technological transformation and upgrades, and the demand for transforming PERC production capacity into TOPCon is rapidly brewing. TOPCon has become the main technical path for technological transformation and upgrading due to its high compatibility with PERC and low investment cost. From the perspective of the industrial chain, battery cells, as the core technology link, have become the top priority for technological transformation and upgrading. However, not all PERC production lines are suitable for upgrading, and related transformations also involve constraints such as technology, cost, and investment payback period. For cell manufacturers, whether the final production line is upgraded depends on whether the investment is worthwhile.trina solar panels