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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.3B)

Data statis (memuat keuangan langsung…)

Microinverters (70%)

Storage Systems (20%)

Other (Software, Services) (10%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pemasok Utama

Taiwan Semiconductor Manufacturing Company

Power semiconductor fabrication

Dampak: Key chip supplier

Texas Instruments Incorporated

Analog and power management ICs

Dampak: Component supplier

Pesaing

Tesla, Inc.

Solar + Powerwall home energy

Dampak: Direct competition in home energy

Konteks makro dan pasar

EV / 배터리Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Fremont, California, USA

Didirikan

2006

Karyawan

5,600+

Situs Web

enphase.com

Posisi Kaskade

Peran dalam Kaskade

first follower

Keterlambatan Tipikal

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.

Lihat Kaskade Lengkap

Gambaran umum sektor — EV / 배터리

Berita sektor