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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($1.7B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pesaing

Enphase Energy, Inc.

Residential solar power electronics, home energy

Dampak: Critical — Enphase is primary US market rival

Pelanggan Utama

Sunrun Inc.

String inverters and optimizers for residential installs

Dampak: Medium — Sunrun installer partner

Pemasok Utama

Albemarle Corporation

Battery materials for energy storage modules

Dampak: Low — modest storage segment

Konteks makro dan pasar

에너지Berita sektor

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%

Katalis mendatang

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

Berita terkini

Memuat berita...

Analisis AI

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Info Perusahaan

Kantor Pusat

Herzliya, Israel / Fremont, California, USA

Didirikan

2006

Karyawan

4,900+

Situs Web

solaredge.com

Posisi Kaskade

Peran dalam Kaskade

first follower

Keterlambatan Tipikal

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.

Lihat Kaskade Lengkap

Gambaran umum sektor — 에너지

Berita sektor

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%

Tema utama

  • •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

Katalis mendatang

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