Enphase Energy, Inc.

ENPHleader

Enphase Energy is the global leader in solar microinverter technology, providing semiconductor-based solutions that maximize energy production from every solar panel. Its integrated home energy system combining solar, battery, and EV charging positions it at the center of the residential clean energy transition.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($2.3B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Microinverters (70%)

Storage Systems (20%)

Other (Software, Services) (10%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

IQ Microinverters60%

Module-level power electronics converting DC solar to grid-ready AC

IQ Battery Storage25%

Home battery systems integrating with microinverter ecosystem

Enphase Energy System15%

Integrated solar + storage + EV charger management platform

Lieferkettenbeziehungen

Wichtige Zulieferer

Taiwan Semiconductor Manufacturing Company

Power semiconductor fabrication

Auswirkung: Key chip supplier

Texas Instruments Incorporated

Analog and power management ICs

Auswirkung: Component supplier

Wettbewerber

Tesla, Inc.

Solar + Powerwall home energy

Auswirkung: Direct competition in home energy

Makro- und Marktkontext

EV / 배터리Sektornachrichten

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Nächste Katalysatoren

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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Unternehmensinformationen

Hauptsitz

Fremont, California, USA

Gegründet

2006

Mitarbeiter

5,600+

Website

enphase.com

Kaskadenposition

Rolle in der Kaskade

first follower

Typische Verzögerung

0-1 trading days

Enphase microinverters attach to rooftop solar installations; IRA residential clean energy credits drive demand for both modules and Enphase's power electronics.

Vollständige Kaskade anzeigen

Sektorübersicht — EV / 배터리

Sektornachrichten