Chapter 95 Unique Black Technology
The national will and the world trend have resonated in the energy field, and the two sides have worked together to create a rapid development of new energy in the past decade.
China needs to get rid of its dependence on oil as much as possible and improve its level of autonomy and control. Therefore, even though they know that investing in new energy industries will cause waste, lead to resource intensity, and result in a large number of companies being merged and restructured, they still persisted.
In the end, a group of mature companies in the new energy field were harvested, covering photovoltaics, electric vehicles, wind power and other fields.
Overseas, influenced by the trend of environmental protection, people insist on developing cleaner energy.
LONGi Green Energy survived in such an era and became a top giant in the photovoltaic field. They have a very keen sense of technology.
Everyone here is an industry veteran, and we all realize that new technologies will cause another round of reshuffle in the industry. The application of new technologies is crucial to who can survive and live better in this round of reshuffle.
“There has been a lot of discussion within our internal strategic research department about who will be the next generation competitor in solar technology.
Similar to the Internet sector, we are not worried about competition from our peers. We all believe that the competitors that LONGi will face in the future will most likely be cross-industry attacks from other industries.
Among the top three giants in the domestic photovoltaic field, JinkoSolar has invested about 8 million yuan in R&D in recent years, while ours is four times that.
I don't think they will threaten our position. On the contrary, we were more worried about the technological innovation of giants in other fields such as Huawei and BYD.
Huawei's laboratory in Songshan Lake is also conducting perovskite research. They have recruited many PhDs from universities in Hong Kong. BYD's R&D center in Shenzhen is also conducting research in the field of perovskites.
These giants have better R&D investment and human resources than LONGi, and the results are indeed similar to the survey results of our strategic research department. The cross-border giants from the aerospace field were the first to achieve technological breakthroughs.
It’s just that it’s not us, nor is it BYD or Huawei as we predicted, but Guangjia Aerospace. Their most famous person should be the founder Chen Yuanguang, which is undoubtedly a good thing.
We have a sufficient basis for cooperation and many reasons for cooperation. Since they released the news, it means they need partners and welcome partners.
What we need to do is to negotiate with Guangjia Aerospace before other companies do." The vice president in charge of strategic planning spoke first.
Basically, all major photovoltaic manufacturers hold the same idea and take the initiative to talk to Guangjia Aerospace.
“The participants this time are mainly from the photovoltaic field, including old and new players, as well as giants from other industries such as BYD, Foxconn, Seres, and Huawei.
Welcome everyone, because after the news was released, there are too many manufacturers who want to cooperate with Guangjia Aerospace. We don’t have the energy and don’t want to negotiate with them one by one.
We want to discuss the matter once and for all. Everyone is just curious about how far the Light Armor Aerospace technology can go, what the specific indicators are, and how to cooperate. "
Lin Jia stood in front of the conference room in a black suit, looking at the guests with a smile on his face.
Li Haide was responsible for the subsequent detailed introduction in the audience.
"First of all, we will provide you with specific samples later, and then we plan to adopt a tiered charging method for cooperation. We plan to take a commission method based on production volume.
The more you produce, the cheaper it is, and the lowest price can be reduced to 0.08 yuan/W.”
For traditional photovoltaics, the cost of 1 yuan/W is equivalent to an 8% tax, which is definitely not a low price.
The representatives of the photovoltaic manufacturers in the audience were so busy pressing their calculators that smoke came out.
They estimate that the national photovoltaic installed capacity this year will be 216GW. 1GW is 10 billion watts, which is almost 2000 billion watts. If the installed capacity of perovskite is 2000 billion watts, then 160 billion yuan will have to be paid to Guangjia Aerospace.
The annual patent licensing fee of 160 billion is definitely not low.
The representatives of Huawei and Foxconn sounded more and more familiar, "Isn't this the way Qualcomm collects patents?"
Qualcomm’s patent revenue last year was approximately RMB 450 billion, which is very little compared to Qualcomm, but after all, it is just one patent.
The representatives of the photovoltaic manufacturers present quickly realized that as a leader, Longi's installed capacity must be far ahead, and they could not accept this price:
"Boss Lin, this price is too high."
A representative from JinkoSolar quickly followed up: “Yes, this price does not conform to the normal charging method in the industry.”
Seeing that the representatives had strong opinions, Lin Jia pressed them down with both hands and said, “Don’t worry.
We will provide samples to you. You can go back and test them first. We will talk again after the test results are out.
The reason why we have this confidence comes from our technological advantages.
We have calculated recently that if mass-produced, the installation cost of perovskite cells can be reduced to 0.5 yuan/W or even lower.”
The calculators under the table started to smoke again. Everyone was a veteran player in the photovoltaic field and knew very well that it usually takes five years for photovoltaics to pay back, and that equipment costs only accounted for a small part of the cost.
Equipment, manual installation, maintenance, venue, etc.
But again, there is no conflict between perovskite and crystalline silicon. The cost of crystalline silicon is 1 yuan/W, and that of perovskite is 0.5 yuan. The costs of manual installation, site and maintenance can be shared.
If perovskite batteries are added to a photovoltaic power station, the cost will not increase much.
Moreover, the cost of perovskite is so low that even if Guangjia Aerospace charges 8 points, the payback period can be shortened to three years.
"Mr. Lin, Huawei is willing to cooperate. We hope to have a private chat with Guangjia Aerospace." Huawei representative Xue Zhixiong responded quickly.
Representatives of other photovoltaic manufacturers thought Huawei wanted to have a monopoly. If Huawei could raise the cost to 10% and make a profit of percentage points, we would buy it for the technology. But why should Huawei make a profit of percentage points?
"No, we are willing to cooperate."
"Boss Lin, we are willing too."
Lin Jia still smiled, without any fluctuation in his heart. In business, this is normal: "No problem, we will not treat our partners differently.
This is the cooperation model that everyone is willing to adopt.
You can go back and do the testing now. After you have fully tested it, we can build some experimental production lines and start mass production. After everyone feels that there are no problems, we can sign the contract.
You can ask Mr. Li for specific technical details. Mr. Li previously worked at JinkoSolar and I’m sure many of you know him.”
Guangjia Aerospace gave Li Haide the position of vice president. Why did they let him give technical explanations? Because he knows more clearly what can be said and what cannot be said.
If someone else were to do this, it would be easy for them to leak some sensitive information to these manufacturers.
"Mr. Li, I would like to ask whether Guangjia Aerospace's technology is more suitable for a 4T structure or a 2T structure."
"Mr. Li, what is the stacking efficiency of your technology in the laboratory?"
"Whether CIGS or CIS is used in your internal configuration, and how do you consider the band gap design of wide-bandgap perovskites?"
"Previously, the LiF layer affected the absorption of near-infrared photons by the perovskite cell. I looked at your technical data and found that it improved the Voc of the wide-bandgap perovskite device. How did you do that?"
These representatives were so cunning. Each business negotiator brought a technical person with him, and the technical person kept asking questions about the technical details.
This forced Li Haide to keep answering that he had no comment and that the specific details would be explained by the R&D staff during the cooperation process.
On the other side, Lin Jia originally thought that he had nothing to do as the terms of cooperation had been made clear. This group of people were now paying attention to the details and were surrounding Li Haide.
Unexpectedly, Huawei's representative Xue Zhixiong came running to her with another bald middle-aged man.
"Boss Lin, can we talk alone?
Huawei hopes to cooperate with Guangjia Aerospace. We are not in the solar cell module business, but we are very interested in cooperation in other areas. "
Lin Jia thought for a moment and said, "Tomorrow, please. You can come tomorrow. I will tell the front desk that at 9:30 tomorrow morning, the front desk will take you in directly."
Xue Zhixiong nodded repeatedly: "Okay, thank you, Mr. Lin, this is my business card, please keep it."
Then the man next to him also stood up and handed over a business card.
Lin Jia looked down and saw Liu Qiang and Seres.
The next day, they moved to a smaller office. Xue Zhixiong first handed over a packaging bag with the Huawei logo printed on it: "Mr. Lin, a small gift."
Lin Jia guessed it was also a cell phone, "No need, let's just chat."
Xue Zhixiong did not insist and took the bag back. For this kind of old-fashioned business, it was enough to get the point across.
“Mr. Lin, you should also know that Huawei has been cooperating with SERES to build cars.
We launched the M5 and M7 this year, and we hope to apply perovskite batteries in the field of electric vehicles.
We hope to reach in-depth cooperation with Guangjia Aerospace in this regard, and even become Guangjia Aerospace's only partner in the automotive field."
After Xue Zhixiong finished speaking, Liu Qiang began to introduce the basic situation of SERES and their cooperation model with Huawei.
People have always joked that cooperating with Huawei is like selling your soul to Huawei.
“Mr. Lin, currently both models of SERES are mid-range and high-volume models, priced between 25 and 35 yuan.
We hope to make new breakthroughs and gain a firm foothold in the high-end market with the help of Guangjia Aerospace’s new technologies.”
After listening to this, Lin Jia said: “I think it’s great, but I’m not sure whether perovskite can take on this task.
It has a cost advantage in the photovoltaic field, but in the field of electric vehicles, relying on solar power generation, I am afraid that it will not have much range. "
Liu Qiang is full of confidence: "The more we can do, the better. The important thing is to form differentiated competition with our competitors.
Others don’t have it, but we do, and this is huge progress.
Solar power generation is only part of our stack. We want to go the high-end route, and Huawei has a lot of black technologies to stack."
Xue Zhixiong nodded and said, "Yes, perovskite batteries are black technology to the outside world, and if an exclusive licensing agreement is signed, then this is a unique black technology.
Combined with our publicity, it is enough to make users perceive it as high-end, and it will not be a problem to maintain a price of more than 500,000 yuan."
There’s another chapter coming soon!
(End of this chapter)