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Kopin (KOPN) FY Earnings Call Presentation
2025-07-04 07:55
Company Overview - Kopin is a leading provider of specialized application-specific optical solutions for high-performance and mission-critical AR and VR applications[7] - The MicroDisplay market is forecasted to reach $6 billion in 2028 with a 20% CAGR[9] - Kopin is the 1 MicroDisplay provider for attractive end markets in defense, enterprise & industrial, and consumer sectors[9] - Kopin has deeply ingrained, long-tenured relationships with global market leaders with strategic focus on existing and emerging high-performance defense (90%), enterprise & industrial and consumer applications (10%)[9] Market Opportunity - The Department of Defense budget request for 2025 is $849.8 billion[17] - The global AR/VR market is expected to reach $71.2 billion in 2029, with AR at $29.6 billion (18% CAGR) and VR at $12.9 billion (23.2% CAGR)[52] - The global MicroDisplay market is projected to reach $9.2 billion in 2030 with a 17.6% CAGR[51] Technology and Products - Kopin offers a proprietary MicroDisplay portfolio including OLED, LCOS, µLED, and AMLCD MicroDisplays[19] - Existing programs in production & development represent approximately $70 million in revenue potential[40] - Kopin's µLED MicroDisplay has the potential for significantly higher brightness than OLED (up to 40x higher)[49] Intellectual Property and Manufacturing - Kopin has an extensive IP portfolio with over 200 pending or issued patents[57] - Kopin has manufacturing facilities in the United States and the United Kingdom[24]
Himax and Vuzix to Showcase Integrated Industry-Ready AR Display Module at Display Week 2025
Globenewswire· 2025-05-14 12:30
TAINAN, Taiwan and ROCHESTER, N.Y., May 14, 2025 (GLOBE NEWSWIRE) -- Vuzix® Corporation (Nasdaq: VUZI), ("Vuzix"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies and Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced the joint debut of a next-generation AR optical module at Display Week 2025, one of the premier symposiums and exhibitions in the ...
Himax to Debut Breakthrough Ultra-Luminous Miniature Dual-Edge Front-lit LCoS Microdisplay at SID Display Week 2025
Globenewswire· 2025-05-09 07:50
Setting the Standard for Next-Gen AR Applications and Optical Systems with Industry-Leading Brightness, Power Efficiency and an Ultra-Compact Form FactorTAINAN, Taiwan, May 09, 2025 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced the unveiling of its miniature ultra-luminous Dual-Edge Front-lit LCoS microdisplay at Display Week 2025. Organized by the Society fo ...
Himax(HIMX) - 2025 Q1 - Earnings Call Presentation
2025-05-09 07:11
Factors that could cause actual events or results to differ materially from those described in this conference call include, but are not limited to, the effect of the Covid-19 pandemic on the Company's business; general business and economic conditions and the state of the semiconductor industry; market acceptance and competitiveness of the driver and non-driver products developed by the Company; demand for end-use applications products; reliance on a small group of principal customers; the uncertainty of c ...