taiyangnews 08月11日
From Challenger to Global Top 8: DAS Solar's Evolution into a N-type Technology Leader
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DAS Solar凭借技术创新和全场景解决方案,成功跻身全球光伏出货量前八。公司以N型TOPCon技术为核心,辅以DBC、TSiP、SFOS等前沿技术,构建了强大的技术矩阵,已实现量产TOPCon 5.0电池效率超过27%,DBC 3.0 Plus电池效率达到27.3%。同时,DAS Solar通过智能化制造网络和场景化创新,提供定制化产品,如耐腐蚀海洋模块、耐高温沙漠模块和轻量化屋顶模块,满足不同应用需求。此外,公司正从产品出口商转型为本地化能源合作伙伴,通过设立海外子公司和深化本地合作,提供全生命周期服务,积极推动全球能源转型。

💡 技术引领N型浪潮:DAS Solar将N型TOPCon技术作为核心发展方向,并积极投入DBC、TSiP、SFOS等前沿技术研发,形成了“一个核心、三个分支”的研发战略。目前,其量产的TOPCon 5.0电池平均效率已超过27%,DBC 3.0 Plus电池效率达到27.3%,TSiP 2.0钙钛矿/TOPCon四端叠层组件效率也达到26.8%,展现了其在下一代光伏技术上的领先优势。

🏭 智能制造与高效交付:在从规模竞争转向效率竞争的新时代,DAS Solar构建了智能制造网络,采用“按需生产”模式,提升生产效率。灵活的生产线能够快速切换技术平台,实现从实验室到市场的快速转化。通过本地化生产和全球仓储布局,缩短了交付周期,快速响应亚太、欧洲、拉美等核心市场的需求。

🌍 场景化创新拓展应用边界:DAS Solar致力于通过场景驱动的创新来拓展光伏的应用边界,为特定环境开发定制化技术。例如,为海上浮动项目开发的专用海洋模块具有出色的耐腐蚀性;为沙漠生态恢复项目提供的耐高温、抗风沙模块支持“上电下草”系统;为城市屋顶设计的轻量化模块(比传统产品轻70%)则解决了现有建筑的载重限制,实现了“光伏+”的广泛应用。

🤝 全球化运营与本地化伙伴:DAS Solar正加速从产品出口商向本地化能源合作伙伴转型,在德国、日本、澳大利亚等关键市场设立子公司,组建本地团队提供项目设计、产品定制到维护的全生命周期服务。通过与当地利益相关者的深度合作,降低了贸易壁垒影响,增强了客户信任,并致力于在全球范围内实施本地化、可持续的能源解决方案。

In the fiercely competitive global PV industry, DAS Solar has risen from an ambitious challenger to a steady presence among the world's Top 8 in shipment volumes. Behind this achievement lies a holistic strategic breakthrough anchored in technology leadership, empowered by an all-scenario solutions portfolio, and driven by a global vision, reflecting the upward trajectory of Chinese PV enterprises in the global value chain.

DAS Solar's rise is no accident. It began with a sharp reading of technology evolution trends and decisive investment at pivotal moments. As the industry moved from P-type to N-type technology, DAS Solar recognized the commercial potential of TOPCon and committed early to making N-type the core of its development roadmap. The company built a "One Core, Three Branches" R&D strategy, with TOPCon cell technology as the main engine, supported by advances in DBC (back-contact), TSiP, and SFOS technologies. This mutually reinforcing innovation model has created a technology matrix capable of simultaneous breakthroughs.

Thanks to its forward-looking R&D deployment, DAS Solar has secured a first-mover advantage in the N-type race. Its mass-produced TOPCon 5.0 cells now achieve an average efficiency of over 27%. Based on this platform, the DBC 3.0 Plus cell has reached 27.3% efficiency, with module power output exceeding 670W and an open-circuit voltage of 747mV. The TSiP 2.0 perovskite/TOPCon four-terminal tandem module has achieved 26.8% efficiency, further advancing the commercial readiness of perovskite tandems. This staged technology roadmap has enabled DAS Solar modules to stand out in LCOE performance, reliability, and adaptability across utility, C&I, and residential sectors.

Maintaining a Top 8 global shipment ranking requires more than technological strength, it demands operational excellence and manufacturing agility. In the new era where PV manufacturing has shifted from a scale race to an efficiency race, DAS Solar has built an intelligent manufacturing network that aligns production with global energy transition needs. Its smart capacity platform enables dynamic production scheduling, replacing the traditional produce-to-sell model with a produce-to-demand approach, redefining the ceiling for manufacturing efficiency in the industry.

Flexible production lines capable of rapid switching between technology platforms ensure that innovation moves quickly from lab to market. High-efficiency modules for utility plants and customized solutions for special applications can be produced with equal efficiency. Through a combination of localized production and strategically located global warehouses, DAS Solar shortens delivery cycles and accelerates responsiveness to demand in APAC, Europe, LATAM, and other core markets.

The company's growth has also been fueled by a strategy of expanding PV's application boundaries through scenario-driven innovation. DAS Solar develops technologies tailored to specific environments, then feeds lessons from those deployments back into R&D, creating a cycle of mutual reinforcement between technology and application. For offshore floating projects in high-salt, high-humidity conditions, its specialized marine modules have passed rigorous salt spray testing, delivering exceptional corrosion resistance. In desert-based ecological restoration projects, high-temperature, sand-resistant modules have enabled "power above, vegetation below" systems such as in the Kubuqi Desert. For urban rooftops with weight constraints, DAS Solar's lightweight modules—up to 70% lighter than conventional products—are enabling retrofits across existing building stock worldwide. By integrating technology and application, the company has expanded the "PV+" frontier for diverse energy needs.

Taking its position as a Top 8 global shipper further, DAS Solar has accelerated its transformation from a product exporter to a locally embedded energy partner. Establishing subsidiaries in key markets such as Germany, Japan, and Australia, the company has built local teams capable of delivering end-to-end life-cycle services from project design and product customization to ongoing maintenance. Deep partnerships with local stakeholders have reduced trade barrier impacts, strengthened long-term client trust, and evolved DAS Solar's role from equipment supplier to global energy transition partner. The company now focuses not just on exporting products, but on implementing localized, sustainable energy solutions in markets around the world.

From a single product line to a full portfolio of all-scenario solutions, from a domestic footprint to a global network, DAS Solar continues to live by its strategic core: technology-led, scenario-based, and globally focused. Looking ahead, the company will keep infusing innovation into every technology leap, every product detail, and every service touch-point, and leading the global clean transition with both speed and substance.

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DAS Solar 光伏 N型TOPCon 能源转型 智能制造
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