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Domestic Substitution Of Optical Inverse Supply Chain (2): Microinverse Market Potential Is Great, Even 6 Enphases Can’t

Whether it is a terminal company or a supply chain manufacturer, when talking about photovoltaic inverters at the current stage, we first default that we are talking about micro -inverters (hereinafter referred to as micro -inverters) and energy storage inverters.


When it comes to micro -inverters and energy storage inverters, I have to mention home energy storage. In other words, the size of the first two market space is directly limited by the latter's market potential. Today I will simply share and analyze the market potential of the micro -inverter market.


Seeing big from a young age, let's look at Germany first. According to ultra -power think tank data, the newly added installed capacity stored in Germany in 2022 will reach 4.4GWh. Based on the average configuration of 10kWh per household, about 440,000 households were installed with an energy storage system last year.


According to the European Union in April 2023, the EU member states have approximately 119 million residential buildings: 42%are apartments, 34%are independent houses, and 24%are semi -independent houses. Among them, Germany has 19 million houses. Based on a ratio of 58%(34%of independent houses+24%and half independent houses), Germany can install about 11 million households in the house storage system.


According to the European Union's 2030 carbon neutralization and energy transformation target, it is expected that by 2030, the home storage and installation rate of Germany will reach 60%. In the next seven years, more than 6 million households in Germany will install energy storage systems, and the total capacity will reach at least 60GWh.


Based on this, we can infer the market capacity of micro -inverters and energy storage inverters. According to the average output power of the photovoltaic module panel between 200W and 300W, considering the energy loss, in a home storage system with a capacity of 10MWH, about 12-20 photovoltaic boards are required.


Combined with Germany, the generator update policy will be implemented by the end of this year (relaxation from 600W to 800W), if a family is a combination of "energy storage system+micro -inverter", it will need about 4 "1" 1 To the 4 "slight inverter.


In this way, in Germany alone, if all 6 million household storage systems are equipped with micro -inverters in the next 7 years, the demand for 24 million micro -inverters will be required within 7 years.


If the market is expanded to the entire European in the year -on -year residence ratio, the market gap of 130 million units will appear in Europe in the next 7 years. Expand to global, this value is expected to exceed 400 million units, that is, the market demand of an average global output of 600,000 micro -inverters in the next 7 years.

The average demand of 600,000 units per year is equivalent to 6 times that of the global micro -inverter leader ENPHASE shipment in 2022 (the company's global inverter shipment market share of 74.6%last year).


Therefore, from the above situation, if we are destined to meet in the near future, when we talk about the photovoltaic inverter, whether it is exploring technical changes, discussing the market trend or analyzing the pain points of the industry ...


You should know two things. First of all, we are talking about micro -inverters and energy storage inverters. Secondly, as a new generation of micro gas and energy storage controller manufacturers, BWN Power will definitely seize market opportunities in the next seven years.



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