Cognex (CGNX) 2025 Investor Day June 10, 2025 09:00 AM ET Speaker0 Good morning, everyone. Welcome to Cognex's twenty twenty five Investor Day. We're thrilled to have you with us, whether you're joining us here in Natick or tuning in via webcast. My name is Grier Aviv, and I'm the new head of investor relations here at Cognex. So just for housekeeping purposes, the full presentation is available on the investor relations website, and a recording will be posted after the event. If everyone in the room could ...

GGII数据显示，2024年中国 机器视觉市场规模181.47亿元，同比下滑1.97%。其中，2D视觉市场规模约 为153.32亿元，同比下滑5.07%，3D视觉市场约为28.15亿元，同比增长19.18%。GGII 预测，2025年中 国机器视觉市场规模有望突破210亿元，同比增速超14%。 ...

NATICK, Mass., May 21, 2025 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX) today announced that Rob Willett, Chief Executive Officer, will participate in a fireside chat at the 53rd annual TD Cowen Technology, Media & Telecom Conference on Wednesday, May 28, 2025, beginning at 10:50 a.m. Eastern Daylight Time.The presentation will be made available via webcast on the Investor Relations section of the Cognex website at www.cognex.com/investor.About Cognex CorporationCognex Corporation ("Cognex") invents a ...

Cognex (CGNX) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 It is now my pleasure to introduce your host, Gria Aviv of Investor Relations. Thank you. You may begin. Speaker1 Thank you, operator. Good morning, everyone, and thank you for joining us. Our earnings release was published yesterday after market closed, and our 10 Q was filed this morning. On today's call, we will refer to materials available on our Investor Relations website. We are joined here today by Rob Willett, our CEO Matt Moshene ...

Cognex (CGNX) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Greer Aviv - Senior Investor Relations ConsultantRobert Willett - CEO, President & Executive DirectorMatt Moschner - President and COODennis Fehr - Senior VP of Finance & CFODamian Karas - Executive DirectorTommy Moll - Managing Director Conference Call Participants Joe Giordano - AnalystAndrew Buscaglia - Senior AnalystKevin Wilson - Equity Research AnalystPiyush Avasthy - AnalystJacob Levinson - Analyst Operator It is now my ...

Cognex Q1 2025 Earnings April 30, 2025 1 © 2025 Cognex Corporation Forward Looking Statements Certain statements made in this presentation, as well as oral statements made by the Company from time to time, constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Readers can identify these forward-looking statements by our use of the words "expects," "anticipates, ...

来源：内容 编译自 wired ，谢谢。 大多数人不会花太多时间思考 HDMI 规格，但狂热的游戏玩家都知道，HDMI 2.1 在高端电视和显 示器上的采用带来了多项升级，以便最大限度地发挥最新游戏机和 PC 的性能。该规格还包含许多 其他优势，使其成为众多令人困惑的电视缩写中一个热门的术语。 如果您希望可以时常见面，欢迎标星收藏哦~ 在 2025 年国际消费电子展 (CES) 上，HDMI 论坛发布了最新的 HDMI 规范 HDMI 2.2，该规范进 一步推进了 HDMI 技术的发展。这是否意味着您需要再次担心升级电视、游戏设备和其他家庭影院 设备？答案是：不，您无需担心。HDMI 2.1 在为您的设备打造未来保障方面已经遥遥领先。话虽如 此，HDMI 2.2 是一项很酷的创新，有望为消费者带来实际的进步，尤其是在 AR/VR 技术领域。以 下是您需要了解的信息。 什么是 HDMI 2.1？ HDMI 2.1b 支持 8K 甚至 10K 视频（目前消费者尚无此规格）以及所有主流高分辨率音频格式，在 可 预 见 的 未 来 足 以 满 足 您 的 家 庭 影 院 需 求 。 这 意 味 着 您 无 需 担 心 ...

Company Overview - Cognex Corporation is a leading global provider of machine vision products and solutions that enhance efficiency and quality in high-growth industrial markets [3][4] - The company has shipped over 4.5 million image-based products, generating more than $11 billion in cumulative revenue since its founding in 1981 [4] Upcoming Earnings Release - Cognex will release its earnings for the first quarter of 2025 on April 30, 2025, after market close [1] - A conference call to discuss the results will be held on May 1, 2025, at 8:30 a.m. Eastern Daylight Time (EDT) [1] Access to Information - Access to the conference call and a replay will be available on the Cognex Investor Relations website [2] - The live call can be accessed via telephone at (877) 704-4573 or (201) 389-0911 for international callers [2]

1 、 《 智驾平权之车企智驾方案梳理 》摘要 ■ 智能手机市场在2024年预计出货量为12.2亿部，同比增长7%，结束了连续两年的下滑，市场开始 反弹 4 、 《 城市NOA渗透率提升，激光雷达行业爆发》摘要 ■ 手机摄像头沿着光学防抖、大光圈、潜望长焦镜头、多透镜设计、小型化模组和大尺寸像素模组等 方向发展。 ■ 随着智能手机的换机需求逐渐释放，手机摄像头硬件的升级将推动ASP（单价）提升，拉动光学厂 商如舜宇、丘钛等的业绩增长。 ■ L2及以上级别的高级驾驶辅助系统（ADAS）在2025年有望加速渗透，尤其是在10万元以下车型 中，智能驾驶功能有望从"0"到"1"发展。 ■ 随着汽车智能化的推进，车载摄像头需求将迅速增长，国产摄像头及模组厂商具备量产能力，预计 会进一步提升国产化率。 ■ 光波导技术正在成为AR眼镜的终极解决方案，具备更大视场角、更小体积和更高透光率，水晶光电 在AR领域的布局值得关注。 ■ 根据GGII数据，2023年中国机器视觉市场规模为185亿元，预计到2028年将超过395亿元，年复合 增长率约为17.5%。 ■ 2024年 ，预计激光雷达交付量超过150万台，同比增长212%， ...