Five inverter lists listed corporate revenue shipment who is king?

Solar photovoltaic (pv) net news: in 2019, SolarEdge, SMA Solar, sun power wave, Enphase and kam, the five companies have achieved strong growth performance, and in stark contrast to the variation of the past few years.

the SolarEdge growth is very significant. SolarEdge only appeared in the first quarter of 2017 revenue decline, then two years into the high-speed growth range, Solar energy, in the meantime, the performance of SolarEdge and stroke more than two competitors SMA power, Solar, and sunshine in the first quarter of 2019 to the third quarter, earnings surged again, until the fourth quarter of 2019 reached stable level.

once leading photovoltaic inverter manufacturers, SMA Solar performance are more twists and turns. The SolarEdge significant growth during the period of 2017 ~ 2018), the performance of SMA Solar fallen volatility but the overall trend. In the third quarter of 2018, the income of the SMA Solar below SolarEdge income for the first time. Since 2019, SMA Solar started strong rebound, Solar equipment, but because of prior earnings volatility, make its lost the top brand of inverter supplier.

sunshine power photovoltaic inverter suppliers in China from 2016 to 2018 of smooth performance such as scales, in the first half of 2017 briefly SolarEdge beyond the competition to become the second inverter listed companies of revenue. After three years of hibernation, since the second half of 2019, sun power revenue began to surge, as once the inverter giant SMA.

as one of the main micro inverse products brand, Enphase is inverter listed companies have long been a lower revenue in enterprise, but can be seen in the recent trajectory, Enphase performance has been steady growth, at a steady rate since 2019, Enphase revenue increased rapidly, quarterly revenue for the first time more than the sun power, photovoltaic (pv) grid, China solar energy network, set a new record.

inverter in the second half competition, the main set of string type inverter kam wave, wave is jin listed in the first year of 2019, by using the power of the capital, kam waves in the rapidly expanding product sales market in 2019, as China's inverter shipments of the top three inverter enterprises, since the second half, but in the jin seems to no longer waves sales growth state.

from the perspective of the on shipments of inverter, ranking will show a completely different results. Photovoltaic inverter shipments of statistical method and component shipments of statistics in a different way, inverter power delivery size depends on the company's main products range and application scenarios. SMA Solar and sun power, for example, the two inverter products mainly in the face of large-scale photovoltaic power station provides centralized inverter, thus has higher shipments. As SolarEdge, such mainly for Europe and the United States Enphase roof door with inverter supplier of the market, especially the products are mainly composed of micro inverse Enphase, on the inverter shipments will be a little bit small.

under the control of the different of inverter product application scenarios, SolarEdge, Enphase inverter shipments significantly lower than the SMA Solar and sunlight to power supply.

SMA Solar inverter shipments since 2018, a strong rebound, inverter shipments in 11, 2019. 5 gw of new high, compared with the previous 8. About 5 gw growth significantly, and narrow the gap between with sunshine power inverter shipments.

SolarEdge and Enphase shipments are still some differences with the former two, but all of them to achieve stable growth in 2019.

research core Wood Mackenzie, also recently announced the inverter supplier inverter market share data in 2019. Because of including many publicly listed company, not the actual shipment data is lacking. As shown in the figure below:

according to Wood Mackenzie, China inverter supplier huawei inverter shipments first, at the same time, the market share is almost twice the second sun power, is the third SMA market share of around three times. The inverter suppliers listed in above 16, number more than half of the inverter suppliers in China.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw