Boholo ba 'maraka oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng e ne e le US$6.7 bilione ka 2025 'me ho lebelletsoe hore o tla fihla US$12.8 bilione qetellong ea 2035, o hola ho CAGR ea hoo e ka bang 7.4% nakong ea nako e boletsoeng esale pele ho tloha ka 2026 ho isa ho 2035. Boholo ba indasteri ea li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng bo hakanngoa ho ba US$7 bilione ka 2026.
Mmaraka oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng o lebelletsoe ho hola ka potlako, haholo-holo ka lebaka la ho amoheloa ho eketsehileng ha litsamaiso tsa letsatsi makaleng a bolulo, khoebo le indasteri. Tlaleho ea Foramo ea Moruo oa Lefatše (WEF) ea Mots'eanong 2023 e hakantse hore matla a nchafatsoang a tla ikarabella bakeng sa 35% ea phepelo ea motlakase oa lefats'e qetellong ea 2025, ho tloha ho 29% ka 2022. Tlaleho e boetse e hlokometse hore tlhoko ea motlakase e tla hola ka 3% selemo le selemo ho fihlela ka 2026, 'me matla a letsatsi a lebelletsoe ho ikarabella bakeng sa 54% ea bokhoni bo bocha bo kentsoeng United States ka 2023.
Ho feta moo, phetoho ea lefats'e ho ea ho eneji e nchafatsoang le maano a mmuso a tšehetsang a file bo-pula-maliboho menyetla e metle ea ho atolosa boteng ba bona tšimong ena. Mohlala, tlaleho ea Lefapha la Matla la US e fumane hore mekitlane e 'meli ea bohlokoa ea lekhetho e tšehetsa nts'etsopele ea indasteri ea eneji e hloekileng ea lehae: mekitlane ea lekhetho ea 45X bakeng sa tlhahiso e tsoetseng pele le mekitlane ea lekhetho ea 48C bakeng sa matsete mererong ea eneji e tsoetseng pele. Tlaleho e boetse e hlokomela hore bahlahisi ba tšoanelehang ba ka etsa kopo ea e 'ngoe ea mekitlane ena bakeng sa tlhahiso ea module ea letsatsi kapa matsete bokhoning ba tlhahiso, e leng se tla ama kholo ea' maraka ka tsela e ntle.
Barupeluoa ba ka sehloohong: SMA Solar Technology AG (Jeremane), Huawei Technologies Co., Ltd. (Chaena), Sungrow Power Supply Co., Ltd. (Chaena), Jinlong Technology Co., Ltd. (Chaena), Fronius International GmbH (Austria), Power Electronics SL (Spain), Delta Electronics Co., Ltd. (Taiwan), SolarEdge Technologies, Inc. (Israele), Enphase Energy, Inc. (USA), GOWIN Technologies Co., Ltd. (Chaena), TMEIC (Japane), Yaskawa Electric Corporation (Japane), Growatt New Energy Co., Ltd. (Chaena), FIMER SpA (Italy), ABB Ltd. (Switzerland), Quanta Computer Co., Ltd. (Taiwan), LG Electronics (Korea Boroa), le Fimer Group (Italy).
Mekhoa e hokahaneng le gridi e lebelletsoe ho ba le karolo e kholo ka ho fetisisa 'marakeng oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng nakong ena e hlahlobiloeng, e fihlang ho 68.4%. Lintlha tsa bohlokoa tse ka morao ho boetapele bona li kenyelletsa litšenyehelo tse tlase tsa ho kenya le maano a mmuso a matle (mohlala, ho lekanya ka net). Mmuso oa India o tlaleha hore Ntlo ea Tonakholo ea Letsatsi: Muft Bijli Yojana (PM Surya Ghar: Muft Bijli Yojana), e qalileng ka Hlakola 2024, e ikemiselitse ho khothaletsa ho amoheloa ha litsamaiso tsa letsatsi tsa marulelo a bolulo ka letsete la ho fihlela ho INR 750.21 bilione (hoo e ka bang US$ 9.02 bilione). Ho feta moo, lenaneo le fana ka lithuso tsa lichelete tse fihlang ho INR 78,000 crore (hoo e ka bang US$ 939.7 bilione) bakeng sa litsamaiso tse nang le bokhoni ba ka tlase ho 3 kW, ka hona li khothaletsa nts'etsopele ea litsamaiso tsa letsatsi tse hokahaneng le gridi.
Ho ya ka data ya karolo ya basebedisi ba ho qetela, bareki ba matlo ba lebelletswe ho ikarabella bakeng sa 45.8% ya bohlokwa ya mmaraka wa di-inverter tsa letsatsi tse sebediswang khafetsa nakong ena e sekasekilweng. Ho nyoloha ha ditheko tsa motlakase, tlhoko e ntseng e hola ya bareki ya boikemelo ba matla, le dikgothaletso tse matla tsa mmuso ke mabaka a bohlokwa a susumetsang boetapele ba karolo ena. Ntle le dikgothaletso tsa makgetho, ditheolelo le dithuso, ditjeo tse tlase tsa pele bakeng sa ditsamaiso tsa polokelo ya matla a letsatsi tsa matlo le tsona di potlakisitse ho amohelwa lefapheng lena.
Mabapi le mefuta, li-inverter tsa mohato o le mong li lebelletsoe ho ikarabella bakeng sa 42.6% ea bohlokoa ea 'maraka oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng qetellong ea 2035. Kholo karolong ena e susumetsoa haholo ke katoloso ea indasteri ea letsatsi ea bolulo ea lefats'e, kaha li-inverter tsa mohato o le mong li fetohile tekanyetso lits'ebetsong tse ngata tsa motlakase oa lapeng. Ka Loetse 2024, SolarEdge e qalile tharollo ea bolulo e kopaneng ea moloko o latelang e kenyeletsang matla a letsatsi le polokelo ea matla. Tharollo ena e na le moralo oa modular, o ka atolosoang 'me e fana ka matla a ho fihlela ho 211.2 kWh bakeng sa ntlo eohle. Sehlahisoa sena se ikemiselitse ho fokotsa nako ea ho kenya ka 50% mme se kopantsoe le software ea SolarEdge ONE bakeng sa ts'ebetso e ntlafalitsoeng ea taolo ea matla.
Sebaka sa Asia-Pacific se lebelletsoe ho ba le karolo e kholo ka ho fetisisa 'marakeng oa lefats'e oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng qetellong ea 2035, tse ikarabellang bakeng sa 52.3%. Boemo bona bo etellang pele bo fihlela tlhoko ea ho kenngoa ka potlako ha litsamaiso tse kholo le tsa photovoltaic tse marulelong. Ho feta moo, mebuso sebakeng sa Asia-Pacific e khothaletsa ka mafolofolo ho kopanngoa ha mahlale a matla a nchafatsoang le polokelo ea matla, e leng se susumetsang tlhoko ea li-inverter. Ka Mots'eanong 2025, Sungrow Power e phatlalalitse hore, ka lebaka la boemo ba eona bo etellang pele lefapheng la matla a nchafatsoang la Australia le hlōlisanang haholo, e ile ea ananeloa ka molao e le moetsi oa #1 oa li-inverter le betri ea lapeng Australia bakeng sa 2024 ke SunWiz.
Chaena e laola 'maraka oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng, e le setsi se seholo ka ho fetisisa lefatšeng sa lifeme tsa matla a letsatsi le setsi sa lefats'e sa tlhahiso le boqapi lefapheng lena. Likhamphani tsa lehae li se li ntse li tšoere karolo e kholo ea 'maraka oa li-inverter oa lefats'e 'me li ntse li atolosa bokhoni ba tsona ba tlhahiso ho hlahisa li-inverter tse tsoetseng pele, e leng se susumetsang katoloso e eketsehileng ea' maraka. Lintlha tse phatlalalitsoeng ke Ember ka Phato 2025 li bontšitse hore thepa e romelloang kantle ho naha ea letsatsi ea Chaena e fihlile ho li-gigawatts tse 208 karolong ea pele ea 2025, ka lisele tsa letsatsi le li-wafer tsa silicon tse etsang karolo e fetang 40% ea sena, e leng se bontšang phetoho e kholo leanong la China la ho romela kantle ho naha la matla a letsatsi.
India e na le kgolo e kgolo e sa lebelloang e sa lebelloang 'marakeng oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng, haholo-holo e susumetsoang ke lipheo tse kholo tsa nts'etsopele ea matla a letsatsi, kholo ea marulelo le litsamaiso tsa PV tse ajoang, le ho amoheloa ho pharaletseng ha litharollo tsa li-inverter tse kopantsoeng le tse bohlale. Ho ea ka tlaleho ea Ember e phatlalalitsoeng ka Phato 2025, ho tloha ka Hlakubele 2025, bokhoni ba module ea letsatsi ea India bo fihlile ho 68 GW le bokhoni ba sele ea letsatsi ba 25 GW, ha bo bapisoa le 36 GW le 16 GW ea bokhoni bo bocha bo lebelletsoeng ho tla inthaneteng ka 2024, ka ho latellana. Le ha India e ikemiselitse ho fihlela 120 GW ea bokhoni ba module ea letsatsi qetellong ea 2030, karolong ea pele ea 2025, India e bile le 52% ea kholo ea kantle ho naha ea lisele tsa letsatsi ho tsoa Chaena, e imena habeli thepa ea eona e tsoang kantle ho naha ho tloha ho 11 GW ho ea ho 21 GW.
Mmaraka oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng a Amerika Leboea o lebelletsoe ho hola haholo lilemong tse tlang, haholo-holo ka lebaka la kholo e potlakileng ea lekala la eneji e nchafatsoang. Ho feta moo, sebaka sena se bona kholo tlhahisong ea matla a letsatsi marulelong a bolulo le a khoebo, hammoho le kaho ea lifeme tse kholo tsa matla a letsatsi tse sebelisang lisebelisoa tse ngata. Ka Loetse 2024, GE Vernova e phatlalalitse inverter ea eona e ncha ea matla a letsatsi ea 6 MVA, 2000 VDC, e etselitsoeng ho fokotsa litšenyehelo le ho ntlafatsa ho pharalla ha lits'ebetso tsa letsatsi. Khamphani e boetse e phatlalalitse tšebelisano-'moho le Shoals Technologies, mofani oa module ea PV, ho khanna inverter setsing sa matla a letsatsi se sebelisang megawatt Amerika Leboea.
United States e matlafatsa boemo ba eona 'marakeng oa libaka oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng, haholo-holo ka lebaka la mananeo a matla a nchafatsoang a mmuso, likhothaletso tsa lekhetho la federal, le kamohelo e potlakileng ea matla a letsatsi linaheng tse nang le mahlaseli a mangata a letsatsi. Ntle le tlhoko e ntseng e hola ea li-inverter tse ka hokahanang le meralo ea motheo ea gridi e bohlale le ho tšehetsa litsamaiso tsa polokelo ea matla a kopantsoeng kapa lits'ebetso tse hokahaneng le gridi, 'maraka oa lehae le oona o bontša kholo e matla. Ho feta moo, merero ea mmuso le maano a ho lekanya letlooa a thehile maemo a matle bakeng sa sebopeho sena sa 'maraka, a khothalletsa kholo e tloaelehileng ea' maraka.
Canada e bonts'a bokgoni ba kgolo bo boholo 'marakeng oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng, haholo-holo ka lebaka la maano a ho fetohela ho matla a hloekileng. Mohlala, ka Loetse 2025, Canadian Solar e phatlalalitse mojule oa eona oa moloko o latelang oa khabone e tlase, e sebelisa theknoloji e tsoetseng pele ea heterojunction transistor (HJT) e nang le khabone e ntšang CO₂ e lekanang le 285 kg/kW feela, e leng e 'ngoe ea tse tlase ka ho fetisisa indastering. E etselitsoe lits'ebetso tse kholo le tsa khoebo, mojule ona o fana ka matla a fihlang ho 660 W le bokhoni ba 24.4%, e leng se etsang hore menyetla ea 'maraka oa eona e be e tšepisang haholo.
Ho lebeletsoe hore Europe e tla boloka boemo ba eona e le sebapali sa bohlokoa 'marakeng oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng nakong ena e hlahlojoang. Kholo ea sebaka sena e susumetsoa ke boitlamo ba eona bo matla ba lipheo tsa matla a nchafatsoang le ntlafatso ea grid. Ka Phuptjane 2024, Solar Power Europe e phatlalalitse hore indasteri ea letsatsi ea Europe e qalile semmuso morero o reretsoeng ho tšehetsa ts'ebetsong ea projeke ea thahasello e kholo ea Europe, e shebaneng le li-inverter tsa letsatsi, ho matlafatsa tikoloho ea tlhahiso ea li-inverter sebakeng seo.
Jeremane e ntse e na le boemo bo matla 'marakeng oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng ka lebaka la leano la eona le sebetsang la matla a nchafatsoang le bokhoni bo bocha ba bahlahisi ba eona ba malapeng. Ka Loetse 2025, SMA Solar Technology AG e phatlalalitse ho saena memorandamo oa kutlwisiso bakeng sa nts'etsopele e kopanetsoeng ea li-inverter tsa moloko o latelang le litsamaiso tsa motlakase tsa PowerSkid. Tšebelisano-'moho ena e tla matlafatsa boemo ba indasteri ea letsatsi ea Jeremane machabeng, e ntlafatse tlholisano ea eona ea lefats'e, 'me e khothaletse kholo e tsamaisoang ke kantle ho naha.
UK e ntse e le sebapali sa bohlokoa 'marakeng oa li-inverter tsa letsatsi tse sebelisoang khafetsa, tse susumetsoang haholo-holo ke kholo ea litsamaiso tsa matla a letsatsi marulelong a bolulo le lits'ebetso tse nyane tsa letsatsi tsa khoebo, hammoho le lithuso tsa mmuso bakeng sa tlhahiso ea motlakase e hokahantsoeng ka gridi le gridi. Litheko tse ntseng li phahama tsa motlakase, ho amoheloa ha limithara tse bohlale, le tlhoko ea litsamaiso tsa li-inverter tse sebetsang hantle le tsona li khanna katoloso ea 'maraka. Ho feta moo, theknoloji ea microinverter e ntse e tuma UK, e fana ka menyetla e tšepisang ea 'maraka.
Mmaraka oa lefats'e oa li-inverter tsa letsatsi tse sebelisang maqhubu a phahameng o na le tlholisano e kholo ebile o arohane, 'me libapali tse kholo tse kang Huawei, Sungrow Power, le SMA Solar li laola' maraka ka lebaka la boqapi ba theknoloji le liketane tse pharalletseng tsa phepelo ea lefats'e. Ho feta moo, ho kopanya li-inverter le litsamaiso tse bohlale tsa taolo ea matla le litharollo tsa polokelo ea matla e se e le bokhoni ba mantlha bakeng sa baetsi bana ba boqapi ho theheng lihlahisoa tsa boleng bo holimo. Ka Phato 2025, lekala la Amber Enterprises, ILJIN Electronics India, le ile la fumana karolo e kholo ho Power-One Micro Systems, e leng se tšoaeang ho kena ha lona semmuso 'marakeng oa India. Ketso ena e kopanya li-inverter tsa letsatsi tsa Power-One, litsamaiso tsa polokelo ea matla, le li-charger tsa EV le bokhoni ba tlhahiso le R&D ba Amber.
Ponelopele ea mahala e kenyelletsa lintlha tse mabapi le boholo ba 'maraka oa hajoale le oa nalane, mekhoa ea kholo, lichate le litafole tsa libaka, liprofaele tsa k'hamphani, le likhakanyo tsa likarolo tsa 'maraka.
Re amohetse kopo ea hau bakeng sa lethathamo la litaba. Moemeli oa rona oa lipatlisiso o tla ikopanya le uena kapele kamoo ho ka khonehang.
Re amohetse kopo ea hau ea tlaleho ea lipatlisiso e ikhethileng. Moemeli oa rona o tla ikopanya le uena kapele kamoo ho ka khonehang.
Vishnu Nair ke Hlooho ea Lefatše ea Nts'etsopele ea Thekiso ho Research Nester. Ka boiphihlelo ba lilemo tse fetang leshome ba thekiso le nts'etsopele ea khoebo, o ipabola ho khetholleng litlhoko tsa bareki, ho nts'etsapele litharollo tse ikhethileng, le ho khanna kholo ea chelete ka likamano tsa bareki tsa maano, e leng se fellang ka katoloso ea khoebo le kholo ea maano. O chesehela ho utloisisa boemo bo fetohang ba 'maraka' me o tsepamisitse maikutlo ho khetholleng menyetla bakeng sa bareki le Research Nester.
Jwalo ka setsebi se shebaneng le kgolo, o na le boiphihlelo bo boholo dipatlisisong tsa papatso le tsamaisong ya diporojeke dibakeng tse fapaneng, ho kenyeletswa Asia Pacific, Europe, Botjhabela bo Hare le Afrika, hammoho le Amerika Leboya le Borwa. Kutlwisiso ya hae e tebileng ya dibopeho tsa indasteri e nolofatsa mathata a rarahaneng mme e etsa hore mesebetsi e laolehe, e fana ka dipoelo tse kgolo matseteng bakeng sa dikgwebo makaleng a fapaneng. O ipabola ho ntshetseng pele le ho kenya tshebetsong maano a ntshetsopele ya kgwebo a tsamaellanang le dipheo tsa khamphani, a ntlafatsang boemo ba mmaraka, le ho eketsa lekeno. O ikitlaelletsa ho dula a tseba mekgwa ya indasteri le ho sebedisa maano a boqapi ho fihlella dipheo tsa kgwebo.
Re amohetse kopo ea hau ea tlaleho ea lipatlisiso e ikhethileng. Moemeli oa rona o tla ikopanya le uena kapele kamoo ho ka khonehang.
Shweta Singh ke setsebi sa lipatlisiso se nang le boiphihlelo ho Research Nester Private Limited se nang le boiphihlelo ba lilemo tse fetang tse tšeletseng ba profeshenale, se ikhethang ka ho fana ka lipatlisiso tsa 'maraka tsa boleng bo holimo le litharollo tsa boeletsi bakeng sa indasteri ea matla. Bokgoni ba hae bo akaretsa libaka tse fapaneng, ho kenyeletsoa matla a nchafatsoang (letsatsi, moea, motlakase oa metsi, biomass), tlhahiso ea motlakase (mocheso, nyutlelie, potoloho e kopaneng), mahlale a gridi a bohlale, litsamaiso tsa polokelo ea matla a betri (BESS), moruo oa haedrojene, le litharollo tsa tšebeliso e ntle ea matla.
Shweta o tsebahala ka bokgoni ba hae ba ho fetolela tlhahisoleseding e rarahaneng ya mmaraka ho ba temohisiso ya mawa, a bapala karolo ya bohlokwa ho faneng ka dikgothaletso tse tsamaiswang ke data ho bankakarolo indastering ya eneji ya lefatshe. O etella pele ntshetsopele ya ditlaleho tsa dipatlisiso tse kopanetsweng, diporojeke tsa boeletsi tse ikgethileng, le ditlaleho tsa tlhahlobo ya mmaraka tse etseditsweng dipheo tsa mawa tsa bareki, tse akaretsang dintlha tse kang kgwebo ya dihlahiswa, moralo wa ho kena mmarakeng, tlhahlobo ya taolo le bohlale ba tlholisano.
Shweta o na le lengolo la Master of Science ho Business Analytics ho tsoa Univesithing ea Petroleum and Energy Studies (UPES), le mo fang motheo o tiileng mosebetsing oa tlhahlobo. Mosebetsi oa hae o tsebahala ka ho hatisa ho nepahala, temohisiso e tebileng, le mokhoa oa ho shebana le bareki ho ea litšebeletsong. Hape o na le tsebo ea tsamaiso ea merero le boetapele ba sehlopha, ho netefatsa hore merero ea lipatlisiso e phethoa ka nako le boleng bo holimo.
Re amohetse kopo ea hau ea tlaleho ea lipatlisiso e ikhethileng. Moemeli oa rona o tla ikopanya le uena kapele kamoo ho ka khonehang.
Nako ea poso: Mmesa-29-2026