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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產品與營收

產品營收佔比

營收結構 ($2.3B)

靜態數據（加載即時財務…）

Microinverters (70%)

Storage Systems (20%)

Other (Software, Services) (10%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要供應商

Taiwan Semiconductor Manufacturing Company

Power semiconductor fabrication

影響: Key chip supplier

Texas Instruments Incorporated

Analog and power management ICs

影響: Component supplier

競爭對手

Tesla, Inc.

Solar + Powerwall home energy

影響: Direct competition in home energy

宏觀與市場背景

EV / 배터리行業新聞

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

近期催化劑

◆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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企業資訊

總部

Fremont, California, USA

成立時間

2006

員工人數

5,600+

官網

enphase.com

連鎖位置

連鎖中的角色

first follower

典型延遲

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.

檢視完整連鎖分析

行業概況 — EV / 배터리

行業新聞