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Impinj (PI) investor relations material
Impinj Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Market trends and end market penetration
Endpoint IC market volatility moderated from Q1 to Q2, with more stable order patterns expected into Q3.
Retail apparel remains the most penetrated vertical, with 50–60% of shipments and 40% volume penetration, but over 90% brand penetration.
General merchandise and logistics are emerging verticals, each with low single-digit penetration but large addressable markets and major players like Walmart and UPS leading adoption.
Food is in early pilot stages, with Kroger leading public deployments and most of the top 10 grocers piloting or exploring RAIN RFID.
Food represents the largest long-term opportunity, with a potential market size exceeding a trillion units annually.
Product innovation and technology advancements
The M800 endpoint IC is the smallest, most sensitive chip in the portfolio, enabling smaller antennas and lower costs.
M800 offers a 25% die-per-wafer advantage over its predecessor, driving significant cost savings and expected to deliver 300 basis points of gross margin accretion as it ramps.
Gen2X, native to the M800, enhances readability, speed, range, and authenticity, and is especially suited for autonomous reading environments.
Gen2X requires both endpoint and reader ICs from the same provider, with the company holding over 50% share in the reader IC market.
The company has licensed Gen2X technology to partners like Zebra, broadening ecosystem support.
Industry trends and regulatory developments
Digital Product Passport (DPP) in Europe aims to track items from manufacture to recycling, with consumer reading capabilities being developed.
DPP is being phased in, starting with batteries and moving to textiles, aligning with apparel market strengths.
Qualcomm is enabling RAIN reading in mobile devices, opening new consumer and retailer use cases.
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