Enphase — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
4 家供應商1 家客戶5 家合作夥伴10 家競爭對手1 條持股關係5 份來源申報文件
客戶（其供應的公司）
供應給 →
ITOCHU
申報於 2025-07-22 · 405 天前
“On April 28, 2025, Enphase Energy announced production shipments of IQ8 Microinverters in Japan through a distribution agreement with ITOCHU Corporation, one of the largest trading companies in the country.”— ENPH 8-K，申報於 2025-07-22 EDGAR · 查看原始申報文件 ↗Enphase 宣布透過與 ITOCHU 的經銷協議，在日本開始量產出貨 IQ8 微型逆變器。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Flex
申報於 2026-02-17 · 195 天前
“We utilize Flex Ltd. and affiliates (“Flex”), Salcomp Manufacturing India PVT and Sunwoda Electric Co. Ltd. to assemble and test certain of our IQ microinverters, IQ Battery storage systems, EV chargers and IQ Gateway products. … DHL, Flex and other service providers also provide receiving, kitting, storage, transportation, inventory visibility and other value-added logistics services.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 利用 Flex 組裝和測試其部分 IQ 微逆變器等產品，並提供物流服務。（以原文為準）
供應來自 ←
Salcomp India
申報於 2026-02-17 · 195 天前
“We utilize Flex Ltd. and affiliates (“Flex”), Salcomp Manufacturing India PVT and Sunwoda Electric Co. Ltd. to assemble and test certain of our IQ microinverters, IQ Battery storage systems, EV chargers and IQ Gateway products.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 使用 Salcomp India 組裝和測試其部分 IQ 微型逆變器等產品。（以原文為準）
供應來自 ←
Sunwoda Electric
申報於 2026-02-17 · 195 天前
“We utilize Flex Ltd. and affiliates (“Flex”), Salcomp Manufacturing India PVT and Sunwoda Electric Co. Ltd. to assemble and test certain of our IQ microinverters, IQ Battery storage systems, EV chargers and IQ Gateway products.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 委託 Sunwoda Electric Co. Ltd. 組裝和測試其部分產品。（以原文為準）
供應來自 ←
Flextronics Industrial
申報於 2026-02-17 · 195 天前
“10.7 # Flextronics Manufacturing Services Agreement by and between Enphase Energy, Inc. and Flextronics Industrial, Ltd., dated March 1, 2009, as amended.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 與 Flextronics Industrial 簽訂製造服務協議。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
Ensol
申報於 2026-04-28 · 125 天前
“On March 16, 2026, Enphase Energy announced a collaboration with Ensol, a residential solar and storage provider in France, to expand IQ Battery deployments through Ensol’s battery subscription program for French homeowners.”— ENPH 8-K，申報於 2026-04-28 EDGAR · 查看原始申報文件 ↗Enphase 宣布與 Ensol 合作，透過 Ensol 的電池訂閱方案擴大 IQ Battery 部署。（以原文為準）
合作夥伴 ↔
Capital Good Fund
申報於 2026-04-28 · 125 天前
“On March 3, 2026, Enphase Energy announced a new partnership with Capital Good Fund, a leading provider of solar power purchase agreements (PPAs) and leases for underserved communities in the United States, to support approximately 24 megawatts of small commercial and residential solar projects across Georgia and Pennsylvania.”— ENPH 8-K，申報於 2026-04-28 EDGAR · 查看原始申報文件 ↗Enphase 宣布與 Capital Good Fund 建立新合作關係，支援喬治亞州與賓州約 24 百萬瓦的住宅與小型商用太陽能專案。（以原文為準）
合作夥伴 ↔
Evergen
申報於 2026-04-28 · 125 天前
“On April 22, 2026, Enphase Energy announced integration between Enphase ® IQ Batteries and Evergen, one of Australia’s most advanced distributed energy and virtual power plant (VPP) orchestration platforms used by several of Australia and New Zealand’s leading energy retailers.”— ENPH 8-K，申報於 2026-04-28 EDGAR · 查看原始申報文件 ↗Enphase 宣布其 IQ 電池與 Evergen 平台整合，Evergen 是澳洲與紐西蘭多家能源零售商使用的先進分散式能源與 VPP 編排平台。（以原文為準）
合作夥伴 ↔
Green Mountain Power
申報於 2026-02-03 · 209 天前
“On Nov. 12, 2025, Enphase Energy announced a new partnership with Green Mountain Power (GMP) in Vermont to launch innovations benefitting customers through technology and grid transformation.”— ENPH 8-K，申報於 2026-02-03 EDGAR · 查看原始申報文件 ↗Enphase 宣布與 Green Mountain Power 建立新合作夥伴關係，在佛蒙特州推出創新技術以造福客戶。（以原文為準）
合作夥伴 ↔
Essent
申報於 2025-10-28 · 307 天前
“On Oct. 2, 2025, Enphase Energy announced a collaboration with Essent, one of the largest residential energy providers in the Netherlands.”— ENPH 8-K，申報於 2025-10-28 EDGAR · 查看原始申報文件 ↗Enphase Energy 宣布與 Essent 合作，Essent 是荷蘭最大的住宅能源供應商之一。（以原文為準）
競爭對手
相互競爭 ↔
Solaredge Technologies
申報於 2026-02-17 · 195 天前
“Competitors in the inverter market include, among others, SolarEdge Technologies, Inc. (“SolarEdge”), Huawei Technologies Co. Ltd., (“Huawei”), Tesla, Inc. (“Tesla”), Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering microinverters and/or string inverters with and without solar optimizers.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 在逆變器市場的競爭對手包括 Solaredge Technologies 等公司。（以原文為準）
相互競爭 ↔
Huawei
申報於 2026-02-17 · 195 天前
“Competitors in the inverter market include, among others, SolarEdge Technologies, Inc. (“SolarEdge”), Huawei Technologies Co. Ltd., (“Huawei”), Tesla, Inc. (“Tesla”), Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering microinverters and/or string inverters with and without solar optimizers.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 在逆變器市場的競爭者包括 Huawei。（以原文為準）
相互競爭 ↔
Tesla
申報於 2026-02-17 · 195 天前
“Competitors in the inverter market include, among others, SolarEdge Technologies, Inc. (“SolarEdge”), Huawei Technologies Co. Ltd., (“Huawei”), Tesla, Inc. (“Tesla”), Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering microinverters and/or string inverters with and without solar optimizers.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 在逆變器市場的競爭對手包括 Tesla。（以原文為準）
相互競爭 ↔
Sungrow Power Supply
申報於 2026-02-17 · 195 天前
“Competitors in the inverter market include, among others, SolarEdge Technologies, Inc. (“SolarEdge”), Huawei Technologies Co. Ltd., (“Huawei”), Tesla, Inc. (“Tesla”), Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering microinverters and/or string inverters with and without solar optimizers.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 的競爭者包括 Sungrow Power Supply 等公司。（以原文為準）
相互競爭 ↔
Growatt New Energy
申報於 2026-02-17 · 195 天前
“Competitors in the inverter market include, among others, SolarEdge Technologies, Inc. (“SolarEdge”), Huawei Technologies Co. Ltd., (“Huawei”), Tesla, Inc. (“Tesla”), Sungrow Power Supply Co., Ltd., Growatt New Energy Co., Ltd and other companies offering microinverters and/or string inverters with and without solar optimizers.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 在逆變器市場與 Growatt New Energy 等公司競爭。（以原文為準）
相互競爭 ↔
Byd
申報於 2026-02-17 · 195 天前
“Competitors in the storage market include Tesla, SolarEdge, Huawei, BYD Company Limited (“BYD”), Franklin Solar Battery and other producers of battery cells and integrated storage systems.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 將 Byd 列為儲能市場之競爭對手。（以原文為準）
相互競爭 ↔
Franklin Solar Battery
申報於 2026-02-17 · 195 天前
“Competitors in the storage market include Tesla, SolarEdge, Huawei, BYD Company Limited (“BYD”), Franklin Solar Battery and other producers of battery cells and integrated storage systems.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 在儲能市場的競爭者包括 Franklin Solar Battery。（以原文為準）
相互競爭 ↔
Wallbox N V
申報於 2026-02-17 · 195 天前
“Competitors in the EV charger market include Wallbox N.V., ChargePoint Holdings, Inc., Tesla and EVBox Group, among others.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Wallbox N V 是 Enphase 在電動車充電器市場的競爭對手之一。（以原文為準）
相互競爭 ↔
Chargepoint
申報於 2026-02-17 · 195 天前
“Competitors in the EV charger market include Wallbox N.V., ChargePoint Holdings, Inc., Tesla and EVBox Group, among others.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 指出 ChargePoint 是電動車充電器市場的競爭對手之一。（以原文為準）
相互競爭 ↔
Evbox
申報於 2026-02-17 · 195 天前
“Competitors in the EV charger market include Wallbox N.V., ChargePoint Holdings, Inc., Tesla and EVBox Group, among others.”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 在電動車充電器市場的競爭對手包括 Evbox。（以原文為準）
所有權與投資
投資於 →
Sunpower
申報於 2026-02-17 · 195 天前
“In September 2025, the Company invested $ 6.3 million in cash to purchase convertible notes with an aggregate principal amount of $ 7.0 million issued by SunPower Inc. (“SunPower”) (formerly named “Complete Solaria, Inc.”)”— ENPH 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Enphase 於 2025 年 9 月以 630 萬美元現金購買 Sunpower 發行之本金總額 700 萬美元的可轉換票據。（以原文為準）
公司公告
Enphase 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
FREMONT, Calif., July 28, 2026 - Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, announced today financial results for the second quarter of 2026, which included the summary below from its President and CEO, Badri Kothandaraman.（申報原文節錄，以原文為準）顯示更多原文
We reported quarterly revenue of $291.9 million in the second quarter of 2026 and shipped approximately 1.59 million IQ ® Microinverters, or 725.2 megawatts DC, and 113.8 megawatt hours (MWh) of IQ ® Batteries. Highlights for the second quarter of 2026 are listed below: • Strong progress on development of IQ ® SST; achieved key technical milestones and deepened customer engagement with potential multi-gigawatt opportunities • Revenue of $291.9 million • GAAP gross margin of 60.0%; non-GAAP gross margin of 46.8% • GAAP operating income of $51.5 million; non-GAAP operating income of $56.7 million • GAAP net income of $36.1 million; non-GAAP net income of $61.5 million • GAAP diluted earnings per share of $0.27; non-GAAP diluted earnings per share of $0.46 • Free cash flow of $25.9 million; ending cash, cash equivalents and marketable securities of $937.7 million
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
FREMONT, Calif., April 28, 2026 - Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, announced today financial results for the first quarter of 2026, which included the summary below from its President and CEO, Badri Kothandaraman. We reported quarterly revenue of $282.9 million in the first quarter of 2026, along with 43.9% for non-GAAP gross margin.（申報原文節錄，以原文為準）顯示更多原文
We shipped approximately 1.41 million microinverters, or 627.6 megawatts DC, and 103.1 megawatt hours (MWh) of IQ ® Batteries. Highlights for the first quarter of 2026 are listed below: • Announced today the development of IQ ® SST, a distributed solid‑state transformer (SST) platform purpose-built for AI data centers • Revenue of $282.9 million • GAAP gross margin of 35.5% and non-GAAP gross margin of 43.9%, including 4.3% of tariff impact • GAAP operating loss of $29.6 million; non-GAAP operating income of $47.3 million • GAAP net loss of $7.4 million; non-GAAP net income of $62.3 million • GAAP diluted loss per share of $0.06; non-GAAP diluted earnings per share of $0.47 • Free cash flow of $83.0 million; ending cash, cash equivalents and marketable securities of $930.6 million
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
— Form 8-K · 項目 2.02, 8.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
FREMONT, Calif., Feb. 3, 2026 - Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, announced today financial results for the fourth quarter of 2025, which included the summary below from its President and CEO, Badri Kothandaraman. We reported quarterly revenue of $343.3 million in the fourth quarter of 2025, along with 46.1% for non-GAAP gross margin.（申報原文節錄，以原文為準）顯示更多原文
We shipped approximately 1.55 million microinverters, or 682.6 megawatts DC, and 150.1 megawatt hours (MWh) of IQ ® Batteries. Highlights for the fourth quarter of 2025 are listed below: • Revenue of $343.3 million • GAAP gross margin of 44.3% and non-GAAP gross margin of 46.1%, including 5.1% of tariff impact • GAAP operating income of $22.4 million; non-GAAP operating income of $79.4 million • GAAP net income of $38.7 million; non-GAAP net income of $93.4 million • GAAP diluted earnings per share of $0.29; non-GAAP diluted earnings per share of $0.71 • Free cash flow of $37.8 million; ending cash, cash equivalents and marketable securities of $1.51 billion • Shipped 1.31 million microinverters and 51.1 MWh of IQ Batteries from Texas and South Carolina facilities
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
FREMONT, Calif., Oct. 28, 2025 - Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world’s leading supplier of microinverter-based solar and battery systems, announced today financial results for the third quarter of 2025, which included the summary below from its President and CEO, Badri Kothandaraman.（申報原文節錄，以原文為準）顯示更多原文
We reported quarterly revenue of $410.4 million in the third quarter of 2025, along with 49.2% for non-GAAP gross margin. We shipped approximately 1.77 million microinverters, or 784.6 megawatts DC, and a record 195.0 megawatt hours (MWh) of IQ ® Batteries. Highlights for the third quarter of 2025 are listed below: • Revenue of $410.4 million; highest revenue level in two years • GAAP gross margin of 47.8% and non-GAAP gross margin of 49.2% including 4.9% of tariff impact • GAAP operating income of $66.2 million; non-GAAP operating income of $123.4 million • GAAP net income of $66.6 million; non-GAAP net income of $117.3 million • GAAP diluted earnings per share of $0.50; non-GAAP diluted earnings per share of $0.90 • Free cash flow of $5.9 million; ending cash, cash equivalents and marketable securities of $1.48 billion • U.S.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
FREMONT, Calif., July 22, 2025 - Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world’s leading supplier of microinverter-based solar and battery systems, announced today financial results for the second quarter of 2025, which included the summary below from its President and CEO, Badri Kothandaraman.（申報原文節錄，以原文為準）顯示更多原文
We reported quarterly revenue of $363.2 million in the second quarter of 2025, along with 48.6% for non-GAAP gross margin. We shipped approximately 1.53 million microinverters, or 675.4 megawatts DC, and 190.9 megawatt hours (MWh) of IQ ® Batteries. Highlights for the second quarter of 2025 are listed below: • IQ ® Meter Collar approved by 29 U.S. utilities to date • U.S. manufacturing: shipped approximately 1.41 million microinverters and record 46.9 MWh of IQ Batteries • Revenue of $363.2 million • GAAP gross margin of 46.9%; non-GAAP gross margin of 48.6% with net IRA benefit • Non-GAAP gross margin of 37.2%, excluding net IRA benefit of 11.4% • GAAP operating income of $37.0 million; non-GAAP operating income of $98.6 million • GAAP net income of $37.1 million; non-GAAP net income of $89.9 million • GAAP diluted earnings per share of $0.28;
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗