Analysis of the Development Trend of POE Film

18-09-2025

I. Technology-driven: The Core Packaging Choice for New-Generation Batteries

With key properties such as resistance to PID (Potential Induced Degradation), low water vapor transmission rate, and UV aging resistance, POE film has become the core packaging material for N-type solar cells (e.g., TOPCon, HJT) and perovskite solar cells. In the field of new battery technologies, the performance advantages of POE film can effectively reduce the power degradation of modules. Especially in response to the humidity sensitivity of perovskite solar cells, the full-layer use of POE film has become the mainstream direction in the industry. At the same time, through technical optimization, the bonding performance of POE film with module materials such as glass has been continuously improved, further addressing the mechanical performance bottlenecks in the commercialization of new-generation batteries.

Technological iteration is advancing around three main directions:

Popularization of composite film technology: Forming composite films through the co-extrusion of EVA and POE, which balances cost and performance while expanding application scenarios.
Ultrathin and functional upgrading: Reducing the thickness of the film while achieving additional functions such as self-cleaning and improved light transmittance by adding special coatings.
Enhancement of PID resistance: Improving the PID voltage tolerance of the film through catalyst and process optimization to adapt to the development trend of high-voltage modules.

II. Market Demand: Sustained Growth Driven by Multiple Factors

The global market demand for POE film in photovoltaic packaging shows a steady expansion trend, with core growth drivers coming from three aspects:

Increased penetration of N-type batteries: As N-type battery technology matures and production capacity is released, their demand for POE film is significantly higher than that of traditional P-type batteries, making them the core engine driving POE film demand.
Accelerated commercialization of perovskite batteries: The gradual launch of perovskite battery production lines and the continuous improvement of yield rates have further opened up the market space for POE film due to the special requirements of perovskite batteries for packaging materials.
Expansion of high-end application scenarios: In harsh environments such as offshore photovoltaic projects and desert power stations, POE film occupies a dominant position due to its weather resistance advantages. Meanwhile, the higher performance and environmental standards for modules in export markets also promote the replacement of traditional packaging materials with POE film.

III. Supply Chain Restructuring: Accelerated Domestic Substitution and Independent Development

1. Production Capacity and Technological Breakthroughs

Domestic POE film production capacity continues to expand, and breakthroughs are being made in core technologies. Domestic products are gradually approaching international standards in terms of performance, and the process of domestic substitution is accelerating. Through industrial chain integration, some enterprises have achieved self-sufficiency in raw materials, further reducing costs and enhancing market competitiveness.

2. Advancement of Raw Material Independence

The independent production capacity of core raw materials for POE film has been continuously improved, and the self-sufficiency rate has gradually increased, effectively alleviating dependence on imports. However, there is still a certain degree of reliance on imports in the field of high-end raw materials, and continuous efforts are needed to break through technical bottlenecks.

IV. Policy and Market Game: Coexistence of Policy Support and Market Volatility

1. Strong Policy Support

Many regions have introduced support policies for green materials, promoting the development of the POE film industry through measures such as tax incentives and production capacity adjustments. At the same time, policies related to environmental protection and carbon footprints (e.g., carbon footprint tracing and carbon tariff requirements) are forcing the industry to upgrade, driving enterprises to adopt green production methods and further consolidating the market position of POE film.

2. Dynamic Market Balance

The price of POE film fluctuates under the influence of factors such as supply-demand relations and competition from alternative materials. Although traditional alternative materials still have cost advantages and pose certain competition in the mid-end module market, the performance advantages of POE film support its maintenance of structural opportunities in the high-end demand segment.

V. Competitive Pattern: Dominance of Leading Enterprises and Breakthroughs in the Mid-to-High-End Market

The POE film market has a relatively high degree of concentration, with leading enterprises occupying a major market share relying on their technological accumulation and supply chain integration capabilities. At the same time, domestic enterprises, relying on cost advantages and technological progress, are accelerating their breakthroughs in the mid-to-high-end market, expanding from the traditional low-to-mid-end market to high-value-added fields, and the market competition pattern is gradually developing in a diversified and differentiated direction.

VI. Long-Term Challenges and Sustainable Development Directions

1. Risk of Competition from Alternative Materials

Composite films and other new packaging materials pose substitution pressure on POE film in specific scenarios, requiring continuous technological innovation to consolidate performance advantages.

2. Bottlenecks in Recycling Technology

POE film has a stable chemical structure, and the efficiency and cost of existing recycling technologies still need optimization. The industry is actively exploring more efficient recycling processes to promote the green development of the entire life cycle of photovoltaic modules.

3. Impact of Raw Material Price Volatility

The raw material cost of POE film is greatly affected by the price of upstream energy sources. Enterprises need to hedge against price volatility risks through long-term cooperation and supply chain management.

VII. Future Outlook: Trend Direction in the Critical Development Window

In the next few years, POE film will be in a critical period of technological improvement and market expansion. Demand growth will mainly come from the application of high-end battery technologies and the expansion of emerging scenarios. In terms of technical routes, composite films and pure POE films will form differentiated positioning, focusing on different market demands respectively. In terms of regional competition, enterprises with cost and technological advantages will occupy a more important position in the global market, while also needing to respond to policy and market demand differences in different regions.

Next News

Get the latest price? We'll respond as soon as possible(within 12 hours)