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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.7B)

Static data (loading live financials…)

Solar Segment (85%)
Energy Storage (10%)
EV & Other (5%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Competitors

Enphase Energy, Inc.

Residential solar power electronics, home energy

Impact: Critical — Enphase is primary US market rival

Key Customers

Sunrun Inc.

String inverters and optimizers for residential installs

Impact: Medium — Sunrun installer partner

Key Suppliers

Albemarle Corporation

Battery materials for energy storage modules

Impact: Low — modest storage segment

Macro & Market Context

에너지Sector News

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%

Upcoming Catalysts

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

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of SolarEdge Technologies.

Company Info

Headquarters

Herzliya, Israel / Fremont, California, USA

Founded

2006

Employees

4,900+

Cascade Position

Role in Cascade

first follower

Typical Delay

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.

View Full Cascade

Sector Overview — 에너지

Sector News

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%

Key Themes

  • •AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
  • •LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
  • •유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속

Upcoming Catalysts

  • ◆OPEC+ 생산 정책 회의 (2026.06)
  • ◆XOM·CVX·COP Q1 실적 (2026.04)