两大光伏龙头握手言和

Core Viewpoint - The recent agreement between Longi Green Energy and JinkoSolar to resolve their patent disputes marks a significant development in the photovoltaic industry, potentially reducing conflicts over technology dominance between TOPCon and BC cell technologies [3][12]. Group 1: Patent Dispute Resolution - Longi Green Energy and JinkoSolar announced a settlement regarding ongoing patent disputes, agreeing to end all legal proceedings globally and establish cross-licensing arrangements for their core patents [3][5][12]. - The resolution of these disputes is seen as a potential shift in the competitive landscape, allowing both companies to focus on innovation rather than litigation [12][13]. Group 2: Technology Competition - The competition between TOPCon and BC technologies has intensified, with TOPCon capturing approximately 23% of the market share in 2023, up from less than 10% the previous year [7][11]. - Despite their distinct technological preferences, both companies have invested in each other's technologies, indicating a complex relationship beyond mere competition [8][9]. Group 3: Industry Implications - The resolution of the patent disputes is viewed as a landmark event for intellectual property protection in the photovoltaic sector, with many leading companies previously embroiled in similar conflicts [13][14]. - The emphasis on protecting intellectual property is seen as a strategy to mitigate the risks of homogeneous competition within the industry, as highlighted by recent regulatory efforts to strengthen IP management [14][15].