Enphase IQ Vault 80 modular C&I battery launch
Key Questions
What is the Enphase IQ Vault?
The IQ Vault is a modular 80 kWh commercial and industrial (C&I) battery system operating at 277Y/480V, designed in the US for scalable deployments up to multi-MWh.
What are the key features of the IQ Vault 80?
It allows organizations to start small and scale to multi-MWh setups, arriving fully assembled for easy deployment in C&I applications.
How does the IQ5P relate to Enphase's VPP and home storage?
The IQ5P is an LFP-based 80 kWh battery for home and VPP use, generating $500 ARPU, with strong market traction at 25% in California and 40% Q4 growth.
What is Enphase's ranking among top energy storage companies?
Enphase ranks #7 in the top 10 US energy storage companies for 2026-2027, ahead of some competitors like FWH (#8) and ahead of Tesla/LG in certain metrics.
What is the market potential for VPP and C&I storage?
The total addressable market (TAM) for VPP and C&I storage is $462B, with projections of 50 GWh by 2027 and 15 GW in North America by 2025.
IQ Vault 80kWh C&I mod (277Y/480V,US, multi-MWh); microgrid data centers signal hyperscaler demand. IQ5P LFP 80kWh home/VPP ($500ARPU); 25%CA/40%Q4/50GWh'27/15GW NA'25; #7 top10 storage >FWH#8 vs Tesla/LG; $462B TAM VPP/C&I.