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The Elec EnglishCodex · 实盘不做把握 6/10
北京时间·🕒 发布 06:32:36时区推断·⟳ 抓取 06:35:15·⚡ 决策 07-21 06:47:15 +12m00s·98.4 天前

Microchip推出90W工业PoE midspan injector并已量产

PD-9601GCI支持IEEE 802.3bt、90W供电和千兆传输,但属于单品发布。

📄 原文The Elec English↗ 原文
Microchip Launches Industrial 90W PoE Midspan Injector
Microchip Technology has introduced an industrial Power over Ethernet (PoE) midspan injector that delivers up to 90 wat…
不做 Microchip Technology(MCHP.US)
90W工业PoE新品发布缺少订单、客户和收入指引;对Microchip收入基数太小,按软产品催化不做。
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

🔎 新鲜度:最早出现 2026-07-20 · 扩散 medium · price-in 风险 medium ↗

消息传播链

  1. 2026-07-20财经媒体扩散The Elec非一手原文 ↗
    报道称Microchip在7月20日发布PD-9601GCI且已量产。
    市场反应:MCHP.US 7月20日收盘附近微跌,未见强反应。

关键理由

  • PD-9601GCI支持IEEE 802.3bt、90W供电和千兆传输,但属于单品发布。
  • Microchip(MCHP.US)收入基数较大,新闻未披露客户、ASP、订单或收入指引,难以短线重定价。

主要风险

  • 若后续出现大客户工业自动化批量导入或渠道订单金额,需重新评估。
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原文全文

展开原文 · 2,129 字
Microchip Technology has introduced an industrial Power over Ethernet (PoE) midspan injector that delivers up to 90 watts of power over Ethernet cables without requiring replacement of existing industrial network switches.
PoE enables both data and electrical power to be transmitted through a single Ethernet cable. A midspan injector is installed between a network switch and connected devices, such as cameras or sensors, to add power to the Ethernet link. The approach allows existing non-PoE switches to continue operating while supplying both power and data to connected equipment over a single cable.
Microchip announced on July 20 the launch of its industrial PoE midspan injector, the PD-9601GCI.
The PD-9601GCI complies with the IEEE 802.3bt standard. IEEE 802.3bt is a high-power PoE specification that uses all four twisted pairs within an Ethernet cable to deliver up to 90W of power from the power sourcing equipment. Earlier PoE standards typically used two wire pairs and supported maximum power output of 15.4W or 30W.
The PD-9601GCI delivers up to 90W of power and supports 10/100/1000 Mbps data transmission over a single Ethernet cable. In addition to standard sensors, it can power high-performance pan-tilt-zoom (PTZ) cameras with motors, industrial wireless access points, displays and edge computing devices with higher power requirements.
The device operates across a temperature range of minus 40 degrees Celsius to 75 degrees Celsius. It features an IP30-rated metal enclosure, industrial-grade surge protection and dual DC power inputs supporting voltages from 20V to 60V.
Microchip said the product was designed to provide reliable operation in industrial environments exposed to vibration and sudden voltage fluctuations.
Charlie Forni, corporate vice president of Microchip's Networking and Connectivity business unit, said, "Many existing networks were not originally designed to fully support single-cable PoE deployment. The PD-9601GCI makes it easier to deliver power to smart devices in factories and other industrial environments."
Microchip said the PD-9601GCI is already in mass production.

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