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SolarEdge Technologies

SEDGsupplier

SolarEdge is a global leader in solar DC-optimized inverter systems, enabling module-level monitoring and maximum power point tracking for residential and commercial PV. It competes directly with Enphase in the US and Europe.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($1.7B)

Datos estáticos (cargando finanzas en tiempo real…)

Solar Segment (85%)
Energy Storage (10%)
EV & Other (5%)

Composición de segmentos y clientes principales

Detalles del producto

DC-Optimized Inverter Systems65%

String inverters paired with module-level power optimizers for residential and commercial rooftop solar

Commercial & Industrial Inverters18%

Three-phase inverters for commercial rooftop and small utility-scale solar installations

Energy Storage (Home Hub)10%

Battery storage solutions integrated with SolarEdge inverter platform

EV Charging & Grid Services7%

EV charger and demand-response services for smart energy management

Relaciones en la Cadena de Suministro

Competidores

Enphase Energy, Inc.

Residential solar power electronics, home energy

Impacto: Critical — Enphase is primary US market rival

Clientes Clave

Sunrun Inc.

String inverters and optimizers for residential installs

Impacto: Medium — Sunrun installer partner

Proveedores Clave

Albemarle Corporation

Battery materials for energy storage modules

Impacto: Low — modest storage segment

Contexto macro y de mercado

에너지Noticias del sector

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Próximos catalizadores

◆OPEC+ 생산 정책 회의 (2026.06)◆XOM·CVX·COP Q1 실적 (2026.04)◆EIA 여름 에너지 수급 전망 보고서

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de SolarEdge Technologies impulsado por IA.

Información de la Empresa

Sede Central

Herzliya, Israel / Fremont, California, USA

Fundación

2006

Empleados

4,900+

Sitio Web

solaredge.com

Posición en Cascada

Rol en la Cascada

first follower

Retraso Típico

0-1 trading days

SolarEdge's DC-optimized inverter systems serve the same residential and commercial solar installers; policy tailwinds read through identically to ENPH.

Ver Cascada Completa

Estado del sector — 에너지

Noticias del sector

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Temas clave

  • •AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
  • •LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
  • •유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속

Próximos catalizadores

  • ◆OPEC+ 생산 정책 회의 (2026.06)
  • ◆XOM·CVX·COP Q1 실적 (2026.04)