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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.3B)

Static data (loading live financials…)

Microinverters (70%)

Storage Systems (20%)

Other (Software, Services) (10%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Power semiconductor fabrication

Impact: Key chip supplier

Texas Instruments Incorporated

Analog and power management ICs

Impact: Component supplier

Competitors

Tesla, Inc.

Solar + Powerwall home energy

Impact: Direct competition in home energy

Macro & Market Context

EV / 배터리Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Fremont, California, USA

Founded

2006

Employees

5,600+

Website

enphase.com

Cascade Position

Role in Cascade

first follower

Typical Delay

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.

View Full Cascade

Sector Overview — EV / 배터리

Sector News