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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.3B)

Datos estáticos (cargando finanzas en tiempo real…)

Microinverters (70%)

Storage Systems (20%)

Other (Software, Services) (10%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Proveedores Clave

Taiwan Semiconductor Manufacturing Company

Power semiconductor fabrication

Impacto: Key chip supplier

Texas Instruments Incorporated

Analog and power management ICs

Impacto: Component supplier

Competidores

Tesla, Inc.

Solar + Powerwall home energy

Impacto: Direct competition in home energy

Contexto macro y de mercado

EV / 배터리Noticias del sector

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

Próximos catalizadores

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

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Enphase Energy, Inc. impulsado por IA.

Información de la Empresa

Sede Central

Fremont, California, USA

Fundación

2006

Empleados

5,600+

Sitio Web

enphase.com

Posición en Cascada

Rol en la Cascada

first follower

Retraso Típico

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.

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Estado del sector — EV / 배터리

Noticias del sector