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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产品与营收

产品营收占比

营收构成 ($1.7B)

静态数据（加载实时财务…）

Solar Segment (85%)

Energy Storage (10%)

EV & Other (5%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Enphase Energy, Inc.

Residential solar power electronics, home energy

影响: Critical — Enphase is primary US market rival

主要客户

Sunrun Inc.

String inverters and optimizers for residential installs

影响: Medium — Sunrun installer partner

主要供应商

Albemarle Corporation

Battery materials for energy storage modules

影响: Low — modest storage segment

宏观与市场背景

에너지行业新闻

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%

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 SolarEdge Technologies 的 AI 供应链分析。

企业信息

总部

Herzliya, Israel / Fremont, California, USA

成立时间

2006

员工人数

4,900+

官网

solaredge.com

连锁位置

连锁中的角色

first follower

典型延迟

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.

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行业概况 — 에너지

行业新闻