3 ms·
enphase is like the linksys of residential solar. no one piece is unique, but they have a product line that both nails the featureset well and is very cost com
by cagenut 6y ago
enphase is like the linksys of residential solar. no one piece is unique, but they have a product line that both nails the featureset well and is very cost competative.
Its hard to tell because industry numbers like this are private and expensive to come by in detail, but Enphase is likely #1 if not #2 in the residential "solar + storage + saas-platform" market. That means their saas platform can then turn around and act as a "virtual power plant" that bids into different markets and services.
imagine if linksys had figured out some bitorrent like protocol and managed to not just sell the equipment but also make loot in the CDN market.
- femto 6y agoEnphase's claim to fame is the "microinverter". In most solar systems the direct current from all the panels is combined and sent to one big inverter. With microinverters, there is an inverter per solar panel and the power is combined as alternating current. I gather the advantage is that the operating point of each panel is optimised independently, so you get better performance across an array when light conditions are different across the array (eg. a tree shading part of the array).
- zbrozek 6y agoI was really excited for the IQ8 until I realized it was three years behind schedule with no release in sight. Elected to go Solar Edge instead. I wonder if Enphase just pivoted to something else entirely and never thought to formally announce a cancellation?