Impinj, Inc. (PI) 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] End Market Breakdown - The primary end market for RFID technology is retail apparel and footwear, which has achieved a mainstream adoption rate of approximately 35% to 40%, with an estimated opportunity size of around 80 billion units [2] - Other notable markets include retail general merchandise, supply chain, and logistics, which are still in the early adoption phase but represent similarly sized opportunities in the couple of hundred billion units per year [2]