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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產品與營收

產品營收佔比

營收結構 ($1.7B)

靜態數據（加載即時財務…）

Solar Segment (85%)

Energy Storage (10%)

EV & Other (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Enphase Energy, Inc.

Residential solar power electronics, home energy

影響: Critical — Enphase is primary US market rival

主要客戶

Sunrun Inc.

String inverters and optimizers for residential installs

影響: Medium — Sunrun installer partner

主要供應商

Albemarle Corporation

Battery materials for energy storage modules

影響: Low — modest storage segment

宏觀與市場背景

에너지行業新聞

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%

近期催化劑

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

AI 分析

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企業資訊

總部

Herzliya, Israel / Fremont, California, USA

成立時間

2006

員工人數

4,900+

官網

solaredge.com

連鎖位置

連鎖中的角色

first follower

典型延遲

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.

檢視完整連鎖分析

行業概況 — 에너지

行業新聞