Giant preemptive layout! Save tens of millions a year! "AI PV" is the future of cost reduction and efficiency trump card? (with related project cases)
Release time: 2023-09-11
01
0.3 billion: The first step of GCL?
Hangzhou Xinglin Technology Co., Ltd., which received this 0.3 billion of cash, although newly established in 2021, is already inAnhuiSigned to build a 10 billion-scale liquid-cooled super intelligent computing center for the research and development training of domestic large models and the intelligent upgrading of "AI" industry in various industries.
In addition to Xiexin, according to limited available data, industry leaders seem to be no longer satisfied with throwing AI business to various service platforms:
Three years ago,natural lightIt has invested in Nclave, a Spanish company that specializes in photovoltaic tracking brackets. In December 2021,TCL PhotovoltaicEstablished a photovoltaic technology company, committed to building TCL smart energy management system, to create a smart clean energy platform.
In March of last year,Longi Green EnergyInvested in Meixu, which holds a 32.89 percent stake in the photovoltaic intelligent digital overall solution company,CHINT ELECTRICAL APPLIANCESInvest in Chint Xineng, an intelligent photovoltaic cell module creator. In November,TBEAThe company is mainly engaged in UAV integrated application services, mainly engaged in UAV intelligent operating system product development and remote sensing data acquisition, high-performance aerial image processing and product processing, as well as industry-oriented integrated application services.
The integration of artificial intelligence, a super track that has attracted much attention, and the photovoltaic industry, has unknowingly moved from the appearance of "visual inspection" to a more essential "computing power".
02
AI is artificial intelligence, what is artificial intelligence?
According to the concept cited by IBM, the four potential goals or definitions of AI can be summarized as distinguishing computer systems based on reason, thinking and action.
03
Industrial 4.0, belonging to the AI era of photovoltaic
From the above concept, it is not difficult to find that the current era of AI, its operation logic is similar to an advanced "sea tactics", fed with a large amount of data, through model testing and training, and finally output.
Taking silicon wafer production as an example, slicing and inspection are the core of its production process. The optimization of process parameters, fault diagnosis, efficiency improvement and so on are the rigid optimization requirements of the industry.In the "world" of AI, a slicer has thousands of parameters that can be collected, and a sorting machine has hundreds of parameters that can be collected.On this basis, through the monitoring, collection and uploading of workshop slicer data, through big data storage, analysis and calculation, we can achieve the functions of parameter optimization, standard deviation analysis, inferior product main cause analysis and so on.
Unconsciously, the thermostat, bracket, junction box, inverter... these photovoltaic industry is familiar with the noun, has been one by one was carved on the label of AI, into the elements of AI
One of the more interesting little cases isnatural lightThe "AI Yacht", as a yacht that is constantly "evolving", X4 is not only equipped with an intelligent AI system, but also equipped with a set of photovoltaic systems tailored for it by SkyTeam, which integrates energy storage, power generation, data monitoring and other functions.
Photovoltaic power generation system is no exception, here, the application of artificial intelligence is roughly divided into four types: intelligent identification of photovoltaic power generation parameters, optimal reconfiguration of photovoltaic arrays, maximum power tracking of photovoltaic power generation, and hierarchical optimal regulation of photovoltaic power plants. Mainly depends on the algorithm to build, applied to the operation and maintenance.
At the end of 2022, Huawei looks forward to the top ten trends of smart photovoltaic development in a press conference for the industry.
"Opportunities and challenges coexist"This seems to be the eternal truth of the times and the industry. In the context of the explosion of the photovoltaic industry, AI, as a "means of production", is driving smart photovoltaics to "run forward, don't look back" on the runway of industrial 4.0 ".
04
Will photovoltaic AI be a qualified tuyere?
“
Technical Development
Mankind is entering an intelligent era in which everything is interconnected. Due to the renewal and iteration of electronic technology, new infrastructure construction such as 5G, big data, artificial intelligence and industrial Internet has developed rapidly, which is the "foundation" for the integration of AI and various industries ".
In the long run, the cooperation between the photovoltaic industry and AI at the technical level is almost an inevitable trend. With artificial intelligence, it can analyze data, improve energy efficiency, optimize energy systems, extend battery life, and improve grid flexibility and safety. Thereby promoting the stable and accelerated development of the industry.
Policy Dividends
In the "14th Five-Year Plan for Modern Energy System", it is also specifically mentioned that it is necessary to enhance energy technology innovation capabilities, accelerate the digital and intelligent upgrading of the energy industry, and improve energy technology and industrial innovation systems.
Industry demand: cost reduction and efficiency enhancement
As we all know, the "internal volume" of the photovoltaic industry is serious. Under the three mountains of production capacity, cost and efficiency, there is an urgent need to find a new path of transformation. If the LCOE of photovoltaic power generation is pulled to the same level as thermal power generation, after the scale is formed, it must be another blue ocean of photovoltaics.Unfortunately, how difficult it is to reduce costs.
Now with the blessing of technology, the demand for "cost reduction and efficiency increase" in the photovoltaic industry seems to have ushered in a space that can be seen. Taking dust accumulation in power station operation and maintenance as an example, the working efficiency, cleaning cost and applicable scenarios of traditional cleaning methods are different.
In contrast, the photovoltaic panel intelligent cleaning robot is suitable for multiple scenes, and the cleaning effect is more than 95%. Without manual intervention, the cleaning process is fully automated, the damage to photovoltaic panels is small, and the power generation can be continuously increased by more than 5% to 28%.
This is one of the most significant advantages of AI: reducing operation and maintenance costs and improving work efficiency.
"Passive" Demand in the Big Environment
There is a psychology.suggestive effect, refers to the use of implicit, abstract induced indirect methods to influence people's psychology and behavior under non-confrontational conditions. So that people in accordance with a certain way to act or accept certain opinions, people's behavior trans, thinking direction and way of thinking has a certain guiding role, and have a certain impact.
When all the concept stocks on AI are rising, when the research and development investment in AI field is increasing, it not only creates the trend, but also creates the concept.
Digitalization, Internet, AI, every industry is deeply impacted by these concepts. Fortunately, new energy is also the future trend and the support of the industry. When digital technology and new energy are combined, there is no swallowing and decline, only reconstruction and empowerment.
From the perspective of the industry, in today's AI market, relevant small and medium-sized enterprises are mainly responsible for building AI service platforms and supplying intelligent equipment with relatively low R & D costs. The leading enterprises are mostly buying directly, and there is also a tendency to acquire the companies concerned. The field of intelligent equipment with high R & D pressure and high scientific research level is mainly concentrated in the hands of large enterprises such as Huawei.
In addition, in the upstream of intelligent equipment and AI platform, that is, in the field of computing power, related enterprises such as Huawei and Xiexin have also begun to lay out. Whether this step is urgent or slow remains to be seen.
05
The future has come
Focusing on the photovoltaic industry, each "digital AI intelligent factory" has been able to include intelligent visual inspection, intelligent sensing, intelligent logistics and warehousing, interconnected integrated systems MES, ERP, APS, WMS, etc., and can open up all links such as factory order receipt, customization, automatic scheduling, production line matching, intelligent logistics, etc., so as to achieve the interconnection of equipment and data,ImplementationBig data highly intelligent manufacturing process closed-loop comprehensive management.
There are also more and more "operation and maintenance housekeepers" on the market, whose function is to carry out full coverage inspection on the photovoltaic base without being on duty. On top of this, Solar Europe 2023 also shortlisted a plug-in software-SmartHelio Sarl, which is an AI-based plug-in software that can avoid solar installation downtime by automatically detecting faults and quickly taking countermeasures.
Twenty years ago, or even ten years ago, who could have imagined it? When the change came unconsciously and naturally, we were submerged in the flow of information of the grand new concept, it is easy to ignore, in fact, we are all the time in a node worthy of being remembered by history.
It will probably have to wait until the next more advanced means of production appear. In other words, it seems that such "entanglement" is not a good thing.
Sweep code pays attention to "rihengli" industrial co., ltd.
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