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What Is The Actual Gap Between Us And Foreign Manufacturers?

The energy crisis is superimposed with the energy revolution, and the micro -inverter ushered in a rapid development stage in the photovoltaic market. In the context of the expansion of the micro -inverter market and the ENPHASE family, which domestic micro -inverter manufacturers will be expected to re -engravon the traditional inverter's domestic alternative?

Development status of miniature inverters

As we all know, the inverter is an important part of the photovoltaic system, which mainly plays the role of the transition and the maximum power point tracking.

Popular inverter working principle diagram


Source: Ying Fei Ling

The micro -inverter is also called a component -class inverter, which belongs to one of the photovoltaic inverters. It is mainly used in a distributed scenario with smaller power generation scale, which is a typical application of component -level power electronic technology in photovoltaic power generation systems. Compared with the traditional centralized and group -type inverters, it has higher operating efficiency and better safety. It is mainly used in the current rapid development of household power generation.

The main classification and comparison of photovoltaic inverters


Source: Wind, Core Eight Brother Set up

Over the years, with the continuous growth of global photovoltaic installation machines, distributed power stations represented by photovoltaic photovoltaic photovoltaics have gradually become the main force of photovoltaic installation machines. The proportion of photovoltaic installations in global households has been increased for 5 consecutive years, and it has reached 26%in 2021. Among them, the proportion of photovoltaic installations in the Chinese market has increased from 1.7%in 2016 to 39.4%in 2021.

The proportion of global and Chinese households with photovoltaic inverters


Source: Wind, Core Eight Brother Set up

From the perspective of domestic and foreign markets, due to security policy requirements, miniature inverters have become the mainstream choice for households to use distributed photovoltaic power stations.

The safety related standards for households for households for households


Source: Wind, Core Eight Brother Set up

From a economic and practical perspective, the initial investment cost of micro -inverters is higher, but the efficiency of high systems is higher than the long -term economy in the application scenario of household installation.

Comparison of micro -inverters and group -type inverters


Source: Wind, Core Eight Brother Set up

In general, the global mini -inverters, especially the North American market, grow rapidly. The global shipping volume reached a record high in 2021, reaching 3.61GW, a year -on -year increase of 58.3%. However, due to the slightly higher cost of single -wwws and restrictions on application scenarios, the penetration rate of global micro-inverters in the distributed market in the past remained between 2%-5%, and the market size was about 8.88 billion yuan.

In the North American market, distributed photovoltaic starts earlier, policies emphasize factors such as DC electricity safety, mature subsidy plans, unstable energy supply, and soaring electricity prices of residents. Essence Relatively speaking, the Chinese miniature inverter market is still in the early stage of development, and the market penetration rate is about 0.1%, and there is huge room for development.

Global micro -inverter market scale and forecast


Source of data: Wind, HIS, Yu Neng Technology, Xinjiao Brother

Micro -inverter market competition pattern

From the perspective of the area distribution of global micro -inverters, the main terminal demand market is concentrated in Europe and the United States. Among them, due to the unstable energy supply, North America and Europe are the two major micro -inverters markets at present, with mature policies and strong user payment capabilities. The ability is relatively weak, so manufacturers with cost advantages will occupy a competitive advantage.