With global industries of all kinds assailed by stories of supply chain shortage, InfoLink analyst Derek Zhao considers what the rise of TOPCon will mean for supplies of polyolefin elastomer (POE) resin, which is preferred over more commonly used ethylene vinyl acetate (EVA) as an encapsulant for the new, higher-efficiency PV cells.
TOPCon is expected to lead the charge of n-type solar out to 2026.
Image: PV InfoLink
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