光储赛道热捧GaN！超10家终端玩家已布局

Core Viewpoint - The article highlights the advancements in the GaN (Gallium Nitride) technology within the solar energy and storage sectors, showcasing the innovative products and their implications for the industry [1][3]. Group 1: GaN Technology Advancements - Growatt's NEXA 2000 system utilizes GaN inverter technology, significantly enhancing inverter performance, capable of handling 20A string current and supporting 650W high-power solar modules, with a total solar input capacity of 2600W [3]. - Compared to traditional silicon-based inverters, GaN technology results in smaller size, higher efficiency, and reduced system heat generation [3]. - The NEXA 2000 system includes a built-in 2kWh storage module, expandable to 8kWh, and is priced at approximately 750 euros (around 6000 RMB) in the German market [3]. Group 2: Industry Participation and Product Development - Numerous companies, including InnoSky, Nenghua Semiconductor, and others, are actively participating in the compilation of the "2024-2025 GaN Industry Research White Paper," contributing technical cases and market data [5]. - InnoSky has launched a 2kW micro-inverter solution based on GaN technology, featuring a Flyback + H-bridge inverter architecture, achieving higher power density and efficiency for rooftop solar applications [3]. - The ongoing research indicates that over ten companies, such as YN Energy and Yizu, have achieved mass production of GaN solar storage products, covering a wide range of applications from solar photovoltaics to industrial-grade energy storage [3].