Resi Solar Inverter Outlook
Insight Report

For Institutional Investors

Understand the year-to-date resi solar demand environment within the US as well as the competitive intensity & market share outlook amongst inverter suppliers.
Just Released - October 10, 2023

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Sample Size

Feedback from 16 Residential Solar Installers based in the United States.

Report Coverage:

  • KW Installation Trends by Year (2021a, 2022a, 2023e, 2024e)

  • Inverter Share Breakdown by Supplier (Enphase, SolarEdge, Tesla, Generac, SMA Solar, Growatt) by year (2021a, 2022a, 2023e, 2024e)

  • Project Origination Trends – 3Q'23 vs. 1H’23, 4Q’23 vs. 3Q’23e

  • Projection Origination Confidence Outlook over the next 6 months

  • Inverter Inventory Trends for ENPH vs. SEDG – 3Q'23 vs. 2Q’23, 4Q’23 vs. 3Q’23e

  • Timeline for Normalized Inventory Levels for ENPH + SEDG at the distributor & installer level

  • SEDG + ENPH Price Cut Feedback + Expectations for next 3-6 months

  • Tesla Inverter Market Share Outlook + degree of share disruption to SolarEdge and Enphase

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