Dr. Dengyuan Song, CTO of DAS Solar, recently delivered a series of keynote speeches and dialogues at major PV industry events. Drawing from DAS Solar's deep-rooted innovation and industry leadership, Dr. Song addressed some of the most pressing challenges facing the PV sector today, offering a forward-looking strategy anchored in differentiated technology, global competitiveness, and ecosystem collaboration.

From Overcapacity to Differentiation: Breaking Free from "Involution"

Speaking at the 2025 Mid-Year PV Market Outlook Seminar in Datong, Dr. Song analyzed the structural three involutions plaguing the solar industry—price wars, margin squeeze, and overcapacity. He argued that to break free, the industry must shift toward four differentiators: advanced technology, differentiated products, sustainable business models, and global expansion. He emphasized that the path forward must prioritize value creation over low-cost competition, empowering companies to rise above short-term cycles through long-term innovation.

Technology Empowerment: Leading with N-type and DBC

Across all three forums, Dr. Song repeatedly emphasized DAS Solar's commitment to leading with N-type technology. Under its strategic framework of "One Core, Three Branches", DAS Solar has developed a comprehensive innovation roadmap encompassing TOPCon, DBC (back-contact), TSiP (perovskite-silicon tandem), and SFOS. The company's flagship TOPCon 5.0 cells now achieve mass-production efficiencies above 27%, while the latest DBC 3.0 Plus cells exceed 27.3%, reaching open-circuit voltages of 747 mV and module power outputs over 670 W.

At the 2025 PVTD Forum in Beijing, Dr. Song detailed five core innovations behind DBC 3.0 Plus, including ultra-precise laser patterning, integrated diode design for hot spot resistance, full-area mixed passivation, 0BB interconnection to reduce silver paste usage, and black silicon texturing to enhance UV stability. These breakthroughs not only push cell efficiency but also improve lifecycle power generation, reduce material costs, and reinforce DAS Solar's leadership in back-contact technology. The DBC platform is also backed by more than 60 patents and over 20 industry standardization projects led or co-authored by DAS Solar.

Product Innovation: Scenario-driven and Value-centric

At the 4th Green Supply Chain Forum in Jiaxing, Dr. Song underscored that technical breakthroughs alone are not enough. The future of photovoltaics lies in building an inclusive, win-win ecosystem. DAS Solar advocates for the transition from a product-centric to a service-centric model, empowering clients not only with cutting-edge products but also with integrated energy solutions. Through its "PV+" initiatives such as agri-PV, fishery complementary PV, and transportation PV, the company is creating dual-benefit models that deliver both clean electricity and enhanced economic returns.

He further stressed the need to move beyond standardization by embracing scenario-specific innovation. DAS Solar has developed all-scenario solar solutions tailored for ecological restoration, urban rooftops, water surfaces, and off-grid applications. In desert regions like the Kubuqi project, its sand-resistant modules have demonstrated exceptional durability, while in coastal zones, the company has engineered high-salinity, storm-resilient offshore modules. For rooftops with weight constraints, its ultra-lightweight modules offer easy installation and low maintenance, enabling widespread deployment in urban environments.

Toward a Sustainable and Profitable Future

With the solar industry now entering a new era of global competition and technological transition, Dr. Song called for greater synergy across the supply chain. DAS Solar will continue to invest in R&D, deepen industry-academia collaborations, and strengthen global localization strategies. By focusing on differentiated value creation and ecosystem building, the company aims not just to lead domestic PV industry to global prominence, but to help shape a net-zero future that is innovative, inclusive, and sustainable.