Impinj, Inc. (PI) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Market Opportunity - The RFID market has experienced significant growth, with a rate of over 25% in the last decade and industry volumes exceeding 50 billion units as of last year [1] - The primary end market for RFID technology is retail apparel and footwear, which has reached a mainstream adoption level of approximately 35% to 40% [2] - The overall opportunity in retail apparel and footwear is estimated at around 80 billion units, while other sectors such as retail general merchandise, supply chain, and logistics present similarly sized opportunities in the couple of hundred billion per year, currently in early adoption phases [2]