Zhi Tong Cai Jing·2025-11-19 00:43Core Viewpoint - Perovskite solar cells are recognized as the most promising next-generation photovoltaic technology due to their excellent electrical and optical properties, as well as higher theoretical photoelectric conversion efficiency [1][2] Industry Overview - The commercialization process of perovskite solar cells is accelerating, with several companies like Jidian Energy and GCL-Poly Energy launching quasi-GW production lines since 2025 [1][4] - The global shipment of perovskite modules is expected to reach around 20GW by 2030, with a market space of approximately 20 billion yuan, corresponding to a CAGR of over 200% from 2025 to 2030 [1][5] Cost and Production Insights - Current unit material cost of perovskite photovoltaic modules is approximately 0.95 yuan/W, with FTO conductive glass and back glass accounting for 45% and 18% of the material cost, respectively [3] - The production cost of perovskite modules is currently 1.63 yuan/W, but significant cost reductions are anticipated as technology evolves and production scales up, potentially bringing costs below those of crystalline silicon modules (approximately 0.7 yuan/W) [3] Market Potential and Equipment Demand - The rapid development of perovskite components is expected to stimulate significant growth in equipment demand, with the equipment market for perovskite components projected to reach 10 billion yuan by 2030, corresponding to a CAGR of about 74% from 2025 to 2030 [5] - The increasing domestic production rate of perovskite equipment is facilitating the large-scale development of the perovskite industry [5]