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