🏢 官网IRVSHCodex · 实盘不做把握 6/10不做原因:证据不足
北京时间·🕒 发布 23:00:29(美东 11:00)·⟳ 抓取 23:01:42 +1m13s·⚡ 决策 08-25 23:03:24 +1m42s·62.9 天前
Vishay发布4款车规级铁氧体共模扼流圈新品
这是公司一手产品发布,方向偏正面,但没有金额、客户、份额或指引修正;Vishay此前已持续扩展电感/FCD产品线,本次四款共模扼流圈更像常规SKU扩展而非订单或技术路线突破,短线正期望不足。
📄 原文VSH↗ 原文
AEC-Q200 Qualified Devices Deliver Current Up to 14 A, Impedance to 11 kΩ at 100 MHz, and Low DCR Down to 0.4 mΩ in Com…
不做 Vishay Intertechnology, Inc.(VSH.US)
不做Vishay Intertechnology(VSH.US):事件是正面的常规新品发布,但无订单、客户、金额或指引增量,无法证明相对公司收入和市值有足够短线edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Vishay发布4款车规级共模扼流圈,供货状态从产品组合扩展进入样品和量产可得,利于汽车与工业电源滤波应用覆盖;但公告没有客户定点、订单金额、价格或业绩指引,且公司2025年已披露超过2000个电感/FCD新SKU扩展,本次单一产品族相对公司收入和市值的增量不可量化,不能支持盘中追多Vishay Intertechnology(VSH.US)。
消息传播链
- 公司一手发布4款车规级共模扼流圈,披露性能、应用和供货状态,但没有订单或收入量化。
- PublicNow转载并标注内容由Vishay发布、未经编辑,说明同一新闻已进入聚合分发链。
- 韩国电子行业媒体同日转载新品发布,显示传播已跨地区扩散但仍围绕同一产品新闻。
关键理由
- 新品通过AEC-Q200且面向车载电源、以太网和CAN/LAN滤波,属于Vishay被动元件汽车应用组合的正向补强。
- 样品和生产数量已可获得,交期10至12周,说明不是纯概念发布。
- 量级句:Vishay公开资料显示TTM收入约33.2亿美元、市值约46.7亿美元,本公告未披露新增订单或客户定点,无法估算该系列对收入、利润或市值的占比。
主要风险
- 被动元件新品发布频率较高,若无客户采用或订单金额,市场通常难以按单一SKU系列重估公司。
- VSH近期波动较大且8月已有财报和产品组合扩展叙事,单条新品新闻存在被忽略或见光无反应风险。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-25 · 影响 weakens
未在一手稿中发现客户定点、订单金额、收入指引或具体销量,削弱做多可执行性。
检索:Vishay common mode choke product launch revenue order customer design win 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-05 · 影响 weakens
公司近期基本面主要由Q2收入、book-to-bill和backlog驱动,单一新品没有改变已披露需求斜率。
检索:Vishay Intertechnology Q2 2026 results backlog book-to-bill revenue 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例降低本次交易强度,使结论从潜在正面观察收敛为不下单。
方向:有限先例只支持“产品组合扩展偏正面但通常弱催化”的方向,不支持短线强多。
涨幅量级:没有高相似且完成日线测算的先例,不能用先例校准tp/sl或可追幅度。
形态:可见样本显示Vishay此类新品/产品组合新闻频繁,单条产品新闻缺少订单时容易无显著反应。
历史先例(按相似度)
- 相似度 6/10 VSH 2025-10-07 Vishay披露已推出超过2000个电感和FCD新SKU并继续扩产。 原文 ↗
事件后 +1日 -4.4% · +2日 -0.1% · +3日 -1.2% · +4日 -8.8% · +5日 -1.2%
相似度依据:同属Vishay电感/FCD产品组合扩展,规模叙事更大,但不是单一车规共模扼流圈。
经验:Vishay已有大规模SKU扩展叙事,单个后续SKU发布的边际预期差会被压低。 - 相似度 5/10 VSH 2026-03-18 Vishay在2026-03-18发布空间级表贴共模扼流圈新品,同样披露产品参数与应用场景。 原文 ↗
事件后 +1日 -1.1% · +2日 +0.3% · +3日 -5.8% · +4日 -1.2% · +5日 +3.3%
⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
相似度依据:同为Vishay共模扼流圈新品发布,但应用从空间/航天到汽车不同,且未完成行情事件研究。
经验:Vishay同类新品发布本身频繁出现,通常需要订单或指引才能提升交易强度。
原文全文
展开原文 · 3,879 字
AEC-Q200 Qualified Devices Deliver Current Up to 14 A, Impedance to 11 kΩ at 100 MHz, and Low DCR Down to 0.4 mΩ in Compact Case Sizes
MALVERN, Pa., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today announced that it has expanded its portfolio of Automotive Grade common mode chokes with four new surface-mount devices designed to improve system efficiency while saving board space. Offered in compact case sizes, the Vishay Dale
ICM5050-A
,
ICM6050-A
,
IFLN-1210BE-A
, and
IFLN-1812CZ-A
combine low DCR with high current capability and impedance.
Offering high temperature operation up to +150 °C, the AEC-Q200 qualified devices released today provide noise suppression and filtering for DC/DC power supplies, LCD displays, lighting drivers, in-vehicle Ethernet networks, and battery powered devices. While toroidal common mode chokes typically provide DCR of 23 mΩ, the ICM5050-A, ICM6050-A, IFLN-1210BE-A, and IFLN-1812CZ-A offer low DCR from 0.4 mΩ to 12 mΩ to reduce power losses and increase efficiency in these applications.
The ICM5050-A and ICM6050-A are wirewound ferrite common mode chokes that offer high current capabilities up to 11 A in the 5050 case size and 14 A in the 6050 case size. With footprints of 12.0 mm x 11.0 mm x 6.0 mm and 15.0 mm x 13.0 mm x 6.0 mm, respectively, the devices can save board space by replacing larger toroidal common mode chokes, which typically measure 19 mm x 30 mm x 28 mm.
The IFLN-1210BE-A and IFLN-1812CZ-A are ferrite common mode chokes with precision winding. The devices provide excellent common mode impedance up to 11 kΩ at 100 MHz in the compact 1210 and 1812 case sizes, making them ideal for suppressing EMI noise in CAN, LAN, and automotive DC/DC converters.
RoHS-compliant, halogen-free, and
Vishay Green
, all four devices are suitable for reflow soldering and compatible with automated pick and place assembly.
Device Specification Table:
Part #
ICM5050-A
ICM6050-A
IFLN-1210BE-A
IFLN-1812CZ-A
Common mode impedance typ. (Ω)
@ 10 MHz
160 to 850
40 to 80
550 to 5100
600 to 5800
@ 100 MHz
500 to 1700
300 to 700
2200 to 11 000
4000 to 5200
Inductance (µH)
—
—
11 to 100
11 to 100
DCR max. (mΩ)
4 to 12
3.5 to 5
0.4 to 1.5
0.6 to 2
Heat rating current typ. (A)
5.5 to 11
(
¹
)
10 to 14
(
¹
)
0.150 to 0.300
(
²
)
0.200 to 0.360
(
²
)
Case size
5050
6050
1210
1812
Dimensions (mm)
12.0 x 11.0 x 6.0
15.0 x 13.0 x 6.0
3.2 x 2.5 x 2.5
4.5 x 3.2 x 3.0
Operating temp. (°C)
-40 to +125
-40 to +125
-55 to +150
-55 to +150
(1)
DC current (A) that will cause an approximate ΔT of 40 °C
(2)
DC current (A) that will cause an approximate ΔT of 20 °C
Samples and production quantities of the new common mode chokes are available now, with lead times of 10 to 12 weeks.
Vishay manufactures one of the world’s largest portfolios of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets. Serving customers worldwide, Vishay is
The DNA of tech.
®
Vishay Intertechnology, Inc. is a Fortune 1000 Company listed on the NYSE (VSH). More on Vishay at
www.Vishay.com
.
The DNA of tech
®
is a registered trademark of Vishay Intertechnology, Inc.
Vishay on Facebook:
http://www.facebook.com/VishayIntertechnology
Vishay Twitter feed:
http://twitter.com/vishayindust
Links to product datasheets:
http://www.vishay.com/ppg?34693
(ICM5050-A)
http://www.vishay.com/ppg?34694
(ICM6050-A)
http://www.vishay.com/ppg?34668
(IFLN-1210BE-A)
http://www.vishay.com/ppg?34669
(IFLN-1812CZ-A)
Link to product photo:
https://www.flickr.com/photos/vishay/albums/72177720335102550/
For more information please contact:
Vishay Intertechnology
Peter Henrici, +1 408 567-8400
peter.henrici@vishay.com
or
Redpines
Bob Decker, +1 415 409-0233
bob.decker@redpinesgroup.com
MALVERN, Pa., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today announced that it has expanded its portfolio of Automotive Grade common mode chokes with four new surface-mount devices designed to improve system efficiency while saving board space. Offered in compact case sizes, the Vishay Dale
ICM5050-A
,
ICM6050-A
,
IFLN-1210BE-A
, and
IFLN-1812CZ-A
combine low DCR with high current capability and impedance.
Offering high temperature operation up to +150 °C, the AEC-Q200 qualified devices released today provide noise suppression and filtering for DC/DC power supplies, LCD displays, lighting drivers, in-vehicle Ethernet networks, and battery powered devices. While toroidal common mode chokes typically provide DCR of 23 mΩ, the ICM5050-A, ICM6050-A, IFLN-1210BE-A, and IFLN-1812CZ-A offer low DCR from 0.4 mΩ to 12 mΩ to reduce power losses and increase efficiency in these applications.
The ICM5050-A and ICM6050-A are wirewound ferrite common mode chokes that offer high current capabilities up to 11 A in the 5050 case size and 14 A in the 6050 case size. With footprints of 12.0 mm x 11.0 mm x 6.0 mm and 15.0 mm x 13.0 mm x 6.0 mm, respectively, the devices can save board space by replacing larger toroidal common mode chokes, which typically measure 19 mm x 30 mm x 28 mm.
The IFLN-1210BE-A and IFLN-1812CZ-A are ferrite common mode chokes with precision winding. The devices provide excellent common mode impedance up to 11 kΩ at 100 MHz in the compact 1210 and 1812 case sizes, making them ideal for suppressing EMI noise in CAN, LAN, and automotive DC/DC converters.
RoHS-compliant, halogen-free, and
Vishay Green
, all four devices are suitable for reflow soldering and compatible with automated pick and place assembly.
Device Specification Table:
Part #
ICM5050-A
ICM6050-A
IFLN-1210BE-A
IFLN-1812CZ-A
Common mode impedance typ. (Ω)
@ 10 MHz
160 to 850
40 to 80
550 to 5100
600 to 5800
@ 100 MHz
500 to 1700
300 to 700
2200 to 11 000
4000 to 5200
Inductance (µH)
—
—
11 to 100
11 to 100
DCR max. (mΩ)
4 to 12
3.5 to 5
0.4 to 1.5
0.6 to 2
Heat rating current typ. (A)
5.5 to 11
(
¹
)
10 to 14
(
¹
)
0.150 to 0.300
(
²
)
0.200 to 0.360
(
²
)
Case size
5050
6050
1210
1812
Dimensions (mm)
12.0 x 11.0 x 6.0
15.0 x 13.0 x 6.0
3.2 x 2.5 x 2.5
4.5 x 3.2 x 3.0
Operating temp. (°C)
-40 to +125
-40 to +125
-55 to +150
-55 to +150
(1)
DC current (A) that will cause an approximate ΔT of 40 °C
(2)
DC current (A) that will cause an approximate ΔT of 20 °C
Samples and production quantities of the new common mode chokes are available now, with lead times of 10 to 12 weeks.
Vishay manufactures one of the world’s largest portfolios of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets. Serving customers worldwide, Vishay is
The DNA of tech.
®
Vishay Intertechnology, Inc. is a Fortune 1000 Company listed on the NYSE (VSH). More on Vishay at
www.Vishay.com
.
The DNA of tech
®
is a registered trademark of Vishay Intertechnology, Inc.
Vishay on Facebook:
http://www.facebook.com/VishayIntertechnology
Vishay Twitter feed:
http://twitter.com/vishayindust
Links to product datasheets:
http://www.vishay.com/ppg?34693
(ICM5050-A)
http://www.vishay.com/ppg?34694
(ICM6050-A)
http://www.vishay.com/ppg?34668
(IFLN-1210BE-A)
http://www.vishay.com/ppg?34669
(IFLN-1812CZ-A)
Link to product photo:
https://www.flickr.com/photos/vishay/albums/72177720335102550/
For more information please contact:
Vishay Intertechnology
Peter Henrici, +1 408 567-8400
peter.henrici@vishay.com
or
Redpines
Bob Decker, +1 415 409-0233
bob.decker@redpinesgroup.com
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