Enphase Energy announced that it will increase shipments of its IQ9N‑3P and IQ8P‑3P commercial microinverters from U.S. manufacturing facilities. The move expands the company’s domestic production capacity for three‑phase 480 V (wye) systems that serve installations ranging from under 100 kW to several hundred kilowatts, and it positions Enphase to meet the Buy America Act and other federal sourcing incentives for infrastructure projects.
The IQ9N‑3P is Enphase’s first GaN‑powered microinverter, delivering a CEC‑weighted efficiency of 97.5 % and supporting panels up to 600 W. The IQ8P‑3P shares the same three‑phase, 480‑V design and is also manufactured with a “DOM” suffix, indicating U.S. production that satisfies domestic content requirements. The use of GaN technology gives the IQ9N‑3P a higher power‑to‑weight ratio and improved thermal performance, which can translate into lower balance‑of‑system costs for commercial developers.
Enphase’s decision to ramp up U.S. production follows a period of mixed financial results. In Q4 2025 the company reported revenue of $343.3 million, a 10.3 % year‑over‑year decline from $382.7 million in Q4 2024, yet it beat analyst estimates and guided Q1 2026 revenue of $270 million to $300 million, above the $264.6 million consensus. The expansion is intended to support the projected growth of the $400 million 480‑volt commercial market and to strengthen the company’s competitive stance against string‑inverter rivals.
Enphase president and CEO Badri Kothandaraman highlighted the company’s focus on scaling the IQ9 GaN commercial microinverter into the 480‑volt commercial market, noting that the product’s high efficiency and domestic manufacturing make it attractive for federal infrastructure projects and for installers seeking compliance with evolving U.S. sourcing rules.
The expansion is viewed by market participants as a strategic step to capture a growing segment of commercial solar installations that favor panel‑level monitoring and higher reliability. By increasing U.S. output, Enphase can reduce lead times, lower logistics costs, and meet the domestic content requirements that are becoming increasingly important for federal and state‑level procurement programs. The move also signals Enphase’s intent to deepen its presence in the commercial sector, where it has historically been a smaller player compared to string‑inverter manufacturers.
Overall, the increased U.S. production capacity for the IQ9N‑3P and IQ8P‑3P microinverters positions Enphase to capitalize on a market that is shifting toward higher‑efficiency, panel‑level solutions and toward domestic manufacturing incentives. The expansion is expected to support the company’s revenue growth trajectory in the coming quarters and to reinforce its competitive advantage in the commercial solar market.
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