enphase\'s broadened battery offering off to a good start

People who follow solar industry companies will be well aware of the tough times of Enphase (NASDAQ:ENPH)
From SolarEdge Technologies (NASDAQ:SEDG)
The scene exploded.
Shares of both companies have been hit, even though Enphase\'s share price is around $1.
94, 12-from it-
The monthly high of $7. 86;
SolarEdge did a better job at $19.
51, although it is still about 50% months-
$38 a month high. 11.
Despite the heavy use of solar energy on residential, commercial and utility scale, there is a clear lack of public confidence --
Solar companies trading
Here, I present the latest development of Enphase to add battery storage to current micro-inverters and integrated products.
While the action to test the market is already in Australia, Enphase will include battery products in the US portfolio later this year.
Australian home battery market there are many reasons why Australia attracts a lot of attention in the home battery market.
First of all, it is the highest penetration rate of residential solar photovoltaic in the world, with 29.
6% of Queensland is 28 years old.
South Australia 8% and 22.
5% of homes in Western Australia have solar panels installed on their roofs, with 15% nationwide.
Three suburbs in Australia.
1 each in South Australia, West Australia and New State)
About 65% of houses have solar PV.
This is the direction of the market in sunny areas.
Power grid suppliers are not friendly about purchasing excess power, so this means a rapid increase in interest in battery storage to capture excess selfproduced power.
There are also important plans to drive the adoption of battery storage to replenish solar PV.
In the Australian capital region, there is a project that supports 36mw battery storage.
Early signs of uptakeEnphase took a different route for many battery suppliers as it was not interested in competing to provide the largest battery.
Enphase is not chasing. grid or grid-backup market.
Instead, it has a modular 1.
2kWh lithium-ion batteries provided for solar photovoltaic families to explore how to use limited battery storage.
Of course, users can easily add modules if they have a pleasant experience.
Enphase enjoys a good reputation for Australian quality and usersfriendliness.
Mercedes (car manufacturer (OTCPK:DDAIF)
A model similar to Enphase is being used and plans to roll out its modular 2.
5kWh lithium battery (
Up to eight can be packed together)
Home storage in Australia in September.
Mercedes-Benz home battery was listed in Germany for the first time in April.
Mercedes plans to sell the batteries through a local power retailer that will pack them with solar panels.
Enphase has been working with Japan\'s lithium iron phosphate battery manufacturer Eliiy Power supply.
Battery is provided at least 10-year life (
Maintain 80% charge after 12,000 cycles)
, 95% discharge, 96% round-trip efficiency and two cycles/day.
The battery is a safe AC system.
The global listing of Enphase AC batteries has just begun. The initial reaction is ~ Twice the company\'s expectations;
There are 60,000 units now (~70MWh)
Plan for fiscal year 2016/17.
Of course, this is a market for early adoption, but it shows that Enphase batteries are one of the battery products that Australian customers take seriously.
Please note that this is just an introduction to the Australian and New Zealand markets.
Australia is seen as an important emerging market, but will it be bigger than most analysts think?
Morgan Stanley believes that by 2020, 2,000 Australian homes with residential batteries may become 1 million, or even 2 million.
Too many batteries!
Given this optimism, one can see why basically all residential battery manufacturers have come to Australia.
Markets of this size are also interesting for big companies, and the Australian market offers a sophisticated opportunity to test their products on the ground.
The real problem with Enphase is what is the impact of its battery system launch in Australia.
How will it compete with Tesla (NASDAQ:TSLA)and LG Chem (OTCPK:LGCLF)
There are many other suppliers.
Also, to what extent will the company see a conversion from its 150,000 Australian customers?
What new customers will it get, how many integrated systems will it sell, not just batteries?
Finally, what impact its progress in Australia will have on the company\'s other international sales, in fact, residential batteries have been introduced in the United States to complement the emerging solar photovoltaic roll --out.
In the unlikely event, Metro solar, Australia\'s largest solar installer and one of the country\'s largest Enphase installers, has collapsed.
Does this affect scrolling?
It is not yet clear about the products of Enphase, but it does not help much.
All of these issues have to do with how people see the Enphase investment, and it\'s worth analyzing how ENPH will stand out from the battle with inverters g on the inverter.
What about the American market?
Unlike Australia, residential and commercial solar PV installations in Australia are rapidly maturing, and the launch of solar PV in the United States is in its infancy.
However, residential solar photovoltaic power generation is growing sharply, up 66% in 2015, more than 2014.
Fannie Mae (Fannie Mae) may change the rules of the game to stimulate faster absorptionOTCQB:FNMA)
Home energy mortgages have been introduced to enable homeowners to get the lowest
Spend capital by increasing their home mortgage.
This is not just access to capital, as it may enable homeowners to access local installers that do not have access to funds.
It is almost certain that this will stimulate not only solar PV installation, but also smart energy management and battery installation.
This is the area where Enphase may benefit, and it is logical to use the Australian market for field testing of its products.
Energy storage is a big deal for responding to evening demand in areas with increased solar capacity during the day (
See recent reviews on the scale of California\'s emerging \"Duck Curve).
SolarEdgeSimple investment philosophy recently believes that SEDG won the MLPE (Module-
Power Electronics)
In particular, he is pessimistic about the Enphase business.
His case is based on SEDG\'s approach-
Profitability.
ENPH has a longer game time, taking the lead in launching more expensive products (
Better quality)
Now actively seek to reduce manufacturing costs.
As mentioned above, ENPH also started a larger integrated product, including a high
Japanese battery manufacturer.
TJ Roberts summarizes the technology of ENPH micro-inverter and SEDG Central string inverter/power optimizer.
SEDG is obviously a
But I don\'t believe it has the best technology.
When technology changes with each passing day, I am cautious about who will win.
ENPH\'s share price has been hit, but its products have been well received.
But it must survive.
SolarEdge and LG Chem 10h and RESU7H batteries get together SolarEdge and LG Chem 10h and RESU7H batteries get together?
Ion batteries equipped with SolarEdge StorEdge DC coupled storage solution products enable homeowners to maximize self-consumption.
The system includes SolarEdge single-phase inverter, interface and instrument.
The addition of LG Chem RESU products allows users to choose additional batteries.
The SolarEdge system is already compatible with Tesla Powerwall home batteries.
This is a further challenge for Enphase, which focuses on integrated and smaller but modular AC batteries.
Perhaps the battery war in Australia will be not only for domestic power generation storing solar photovoltaic power generation, but also for companies defined to integrate power consumption and use.
Both Enphase and SolarEdge are important players in this field.
Time to manage yourself is very interesting in Australia
With the introduction of battery storage, solar photovoltaic panels generate electricity.
Enphase is rolling out a different, revolutionary \"learn the lesson, see\" to start adding storage.
It is unclear how this revolutionary approach will compete with other suppliers with larger batteries (more expensive)offerings.
In evaluating investments with these inverter and technology integration companies, it is important to compare the numbers between SEDG and ENPH (
ENPH also offers batteries, and SEDG does this by being compatible with major battery companies Tesla and LG Chem).
However, in the era of rapid technological innovation, ENPH is interesting because it has invested a lot in this field, and the quality and robustness of its products have been well received.
I think there is no conclusion as to who will win. In fact, both companies have room for success.
Given the fall in ENPH\'s share price, it\'s worth at least taking a closer look at the two companies.
Solar photovoltaic is expanding on a large scale, so there is still a long way to go for the demand for inverters, storage and intelligent management of power.
Disclosure: I am/We are long ENPH.
This article was written by myself and expressed my views.
I received no compensation (
In addition to Seeking Alpha).
I have no business relationship with any stock company mentioned in this article.
Editor\'s note: This article discusses one or more securities that are not traded on major US securitiesS. exchange.
Please note the risks associated with these stocks.