United States. Supply chain mapped to 42 inputs across 10 countries.
No federal designation found. Enphase Energy is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List), and the United States is not a covered nation under the FEOC rules. Is Enphase Energy a Foreign Entity of Concern?
Upstream sourcing exposure
15 in covered nations - 12 elevated, of 42 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
4 of 5 processing/refining steps in covered nations
Where each input is mined or refined. Not a FEOC determination for the company.
Node Types
Sourcing risk
Relationships
42 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Enphase Energy.
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Enphase EnergyFremont, California (HQ); design & final integration | United States | Elevated sourcing risk | Fabless product company (microinverters + IQ Batteries). US/allied final assembly is clean, but LFP battery cells remain China-sourced through at least early 2026, so overall status is review until the non-China cell supply ramps. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Flex (contract manufacturer)Guadalajara, Mexico; West Columbia, South Carolina | Mexico | No known risk factor | Builds North American microinverters; also runs US line in SC. |
| Salcomp (contract manufacturer)Arlington, Texas | United States | No known risk factor | Third US contract manufacturer for IQ microinverters (shipments began 2023). |
| Salcomp (contract manufacturer)Chennai, India | India | No known risk factor | Builds IQ microinverters and IQ Battery 5P packs for non-US markets. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| IQ8 Series MicroinverterFinal assembly at US/Mexico/India contract factories | United States | No known risk factor | Grid-forming microinverter; core product converting panel DC to grid AC. |
| IQ Battery (LFP Storage)Pack assembly US; cells imported | United States | Elevated sourcing risk | IQ Battery 5P / 10C use LFP cells; cells sourced from two China vendors as of 2025, tariffed at up to 145%. |
| Proprietary Application-Specific IC (ASIC)55nm node; historically foundry-built (Fujitsu named in early filings) | Japan | Elevated sourcing risk | Enphase-designed controller ASIC; fabricated at an outside foundry (Japan/Taiwan). Allied-fabbed but exact node not disclosed -> review. |
| Master Controller / MicrocontrollerEnphase-marked controller + TI buck regulators | United States | No known risk factor | Teardowns show Enphase master controller plus Texas Instruments buck chips powering it. |
| Power MOSFETs (H-bridge + output stage)onsemi H-bridge FETs; Infineon output-modulating MOSFET | Germany | No known risk factor | IQ7/IQ8 teardowns identify onsemi and Infineon (IPT60R102G7) power MOSFETs. Allied fabs (US/EU/Malaysia). |
| Gate Drivers / Analog ICsMPS, TI analog/power management | United States | No known risk factor | Monolithic Power Systems and TI supply analog/power-management ICs seen in teardowns. |
| Printed Circuit Board (PCB)Multilayer FR-4 board | Taiwan | Elevated sourcing risk | Bare board fab concentrated in Taiwan/China; laminate & fab sourcing mixed -> review. |
| Aluminum Electrolytic CapacitorsNippon Chemi-Con 63V 3300uF (per teardown) | Japan | No known risk factor | DC-link bulk capacitors identified as Chemi-Con (Japan). Film caps also present (EPCOS/TDK). |
| Magnetics (inductors / transformer)EPCOS/TDK ferrite cores + copper windings | Germany | Elevated sourcing risk | Input-filter inductor and isolation magnetics; EPCOS (TDK) cores. Ferrite/rare-earth-free but copper wire + core sourcing mixed -> review. |
| Die-Cast Aluminum EnclosureWeatherproof die-cast housing + heat sink | United States | Elevated sourcing risk | Aluminum housing / heat sink; casting can be regional but aluminum ingot upstream is China-heavy -> review. |
| LFP Battery Cell (prismatic)Cell manufacturing in China (2 vendors as of 2025) | China | Covered nation | Cobalt-free LiFePO4 cells; Enphase sources from two China vendors, non-China supply targeted for Q1-Q2 2026. China makes >98% of LFP cells. |
| LFP Cathode Active MaterialLiFePO4 olivine cathode (e.g. Hunan Yuneng/Dynanonic tier) | China | Covered nation | China produces ~95-98% of LFP cathode active material; a handful of Chinese firms supply ~70% globally -> flagged. |
| Graphite AnodeCoated spherical / synthetic graphite anode | China | Covered nation | Anode active material and coating overwhelmingly processed in China -> flagged. |
| Electrolyte (LiPF6 + solvents)LiPF6 salt in carbonate solvents | China | Covered nation | Battery electrolyte and LiPF6 salt production concentrated in China -> flagged. |
| Cell SeparatorCoated polyolefin separator film | China | Covered nation | Wet-process separator supply is China-heavy (some Japan/US) -> flagged. |
| Aluminum Cathode Current Collector FoilBattery-grade aluminum foil | China | Covered nation | Battery aluminum foil supply concentrated in China -> flagged. |
| Iron Phosphate Precursor (pCAM)High tap-density FePO4 | China | Covered nation | pCAM for LFP; China dominates high-tap-density iron phosphate (byproduct of titanium industry) -> flagged. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Silicon Metal SmelterArc-furnace metallurgical-grade silicon | United States | Elevated sourcing risk | Quartz smelted with carbon to metallurgical silicon, then purified to polysilicon. China holds ~70%+ of global silicon-metal smelting; allied smelters (US/Norway) exist -> review. |
| Aluminum Smelter (primary ingot)Alumina refining + electrolytic smelting | China | Covered nation | China (Chalco et al.) dominates primary aluminum smelting and alumina refining; ingot supply is China-heavy -> flagged. |
| Copper Refinery / SmelterAnode + electrolytic cathode copper | China | Covered nation | China refines ~40% of world copper and imports ~31% of raw copper from Chile; refining is the FEOC chokepoint even when ore is allied -> flagged. |
| Lithium Refinery (converter)Spodumene -> lithium carbonate/hydroxide | China | Covered nation | ~98% of Australian spodumene is exported to China for conversion; refining is the FEOC chokepoint -> flagged. |
| Spherical Graphite / Anode RefinerSpheronization, HF purification (99.95%+), coating | China | Covered nation | China controls >90% of spherical purified graphite and anode processing -> flagged. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Silicon Wafer (device grade)Prime polished monocrystalline wafers | Japan | Elevated sourcing risk | Wafers feed the ASIC and power MOSFET fabs; top device-wafer suppliers are Japanese (Shin-Etsu, SUMCO) and allied, but Chinese wafer capacity is rising -> review. |
| Electronic-Grade PolysiliconSemiconductor-grade (11N) polysilicon | United States | No known risk factor | EG-poly is allied-dominated: US Hemlock, Germany Wacker, Japan Tokuyama/Mitsubishi. Distinct from solar poly (China-dominated). |
| Copper-Clad Laminate (CCL)FR-4 epoxy/glass laminate + copper foil | Taiwan | Elevated sourcing risk | CCL supply led by Taiwan (Elite Material, TUC, Iteq) and China (Shengyi). Mixed allied/China -> review. |
| Electrodeposited Copper FoilHVLP / standard copper foil for CCL | Japan | Elevated sourcing risk | Copper foil supply led by Japan (Mitsui, Furukawa) and Taiwan (Co-Tech), with large Chinese volume -> review. |
| Copper Winding WireMagnet wire from refined cathode copper | Chile | Elevated sourcing risk | Enameled copper wire for windings; upstream copper mined in Chile, much refined in China (~40% global copper refining) -> review. |
| Purified Phosphoric Acid (PPA)Battery-grade PPA | China | Covered nation | China holds ~two-thirds to three-quarters of global purified phosphoric acid capacity -> flagged. |
| Lithium Carbonate (battery grade)Li2CO3 conversion plant | China | Covered nation | China controls ~65% of global lithium refining; spodumene converted to battery-grade Li2CO3 largely in China -> flagged. |
| Synthetic Graphite (petroleum coke route)Needle coke graphitized >2500C | China | Covered nation | Synthetic anode graphite from petroleum/needle coke, graphitized mostly in China -> flagged. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| High-Purity Quartz MineSpruce Pine, North Carolina & global HPQ deposits | United States | No known risk factor | Silica/quartz feedstock for silicon metal. Spruce Pine NC is the premier allied high-purity quartz source. |
| Bauxite MineBauxite ore for alumina | Australia | No known risk factor | Bauxite mined largely in Australia/Guinea (allied), then refined to alumina and smelted (much in China). |
| Copper MineEscondida / Chilean copper belt | Chile | No known risk factor | Chile is the leading allied copper miner; ore largely exported to China for refining. |
| Phosphate Rock MinePhosphate rock for PPA | China | Covered nation | Phosphate rock mined in China, Morocco, US; PPA refining chokepoint sits in China. |
| Lithium (Spodumene) MineGreenbushes / Pilbara hard-rock spodumene | Australia | No known risk factor | Australia is the leading allied hard-rock lithium miner; ore mostly refined in China. |
| Lithium Brine OperationSalar de Atacama brine | Chile | No known risk factor | Chile brine is a second major allied lithium source feeding lithium carbonate. |
| Natural Graphite MineFlake graphite ore (also Madagascar/Brazil) | Mozambique | No known risk factor | Mining is geographically diverse (Mozambique/Madagascar/Brazil/China) but processing is nearly all China. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Ocean / Cross-Border LogisticsChina/India/Mexico -> US import lanes | United States | Elevated sourcing risk | Cells and sub-assemblies move via Asia->US ocean freight; tariff exposure on China-origin cells. |
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for Enphase Energy, and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (2) - government, filings, standards bodies
Secondary sources (28) - trade press, analysts, reference works