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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产品与营收

产品营收占比

营收构成 ($2.3B)

静态数据（加载实时财务…）

Microinverters (70%)

Storage Systems (20%)

Other (Software, Services) (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要供应商

Taiwan Semiconductor Manufacturing Company

Power semiconductor fabrication

影响: Key chip supplier

Texas Instruments Incorporated

Analog and power management ICs

影响: Component supplier

竞争对手

Tesla, Inc.

Solar + Powerwall home energy

影响: Direct competition in home energy

宏观与市场背景

EV / 배터리行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Fremont, California, USA

成立时间

2006

员工人数

5,600+

官网

enphase.com

连锁位置

连锁中的角色

first follower

典型延迟

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.

查看完整连锁分析

行业概况 — EV / 배터리

行业新闻