Less than a year later, the company announced the initial shipment of its AC-coupled IQ Battery 5P units, which met the new federal threshold for solar and storage tax credits from US manufacturing facilities.
Recently, the company has expanded focus to solid-state transformers, a power device that replaces bulky iron-core transformers with semiconductor technology. Instead of using magnetic induction to adjust voltage, it leverages high-frequency switching and a smaller medium-frequency transformer to actively control and convert power.
Belur explains that Enphase has been quietly developing solid-state transformer (SST) technology for AI data centres over the past nine months, positioning its IQ9 series microinverter as a solution to the growing power delivery issue facing hyperscalers.
Belur says the company’s entry into the SST market builds directly on two decades of power electronics development in residential solar. “What do we do really well? We have really high technology power electronics, power management platform—hardware, software, everything. That’s what we’ve developed over the last 20 years.”
The impetus for Enphase’s SST development came from a change in how data centres consume power. “Data centres are not specced in operations-per-second. They’re specced in watts, in kilowatts, in gigawatts. There really is a power problem,” he highlights.
