Impinj idapereka lipoti lodabwitsa la kotala mu kotala lachiwiri la 2025, pomwe phindu lake lonse lidakwera ndi 15.96% pachaka kufika pa $12 miliyoni, zomwe zidapangitsa kuti phindu lichoke pa kutayika kupita ku phindu. Izi zidapangitsa kuti mtengo wamasheya ukwere ndi 26.49% tsiku limodzi kufika pa $154.58, ndipo ndalama zomwe msika udapeza zidapitilira $4.48 biliyoni. Ngakhale kuti ndalama zomwe amapeza zidatsika pang'ono ndi 4.49% pachaka kufika pa $97.9 miliyoni, phindu lonse losakhala la GAAP lidakwera kuchoka pa 52.7% mu kotala loyamba kufika pa 60.4%, kufika pamlingo wapamwamba kwambiri ndikukhala mphamvu yayikulu yolimbikitsira phindu.
Kupita patsogolo kumeneku kumachitika chifukwa cha kusintha kwa ukadaulo ndi kukonza kapangidwe ka zinthu. Kugwiritsa ntchito kwakukulu kwa ma chips a Gen2X protocol a m'badwo watsopano (monga mndandanda wa M800) kwawonjezera gawo la ndalama za ma ICs (ma tag chips) okwera mtengo kwambiri kufika pa 75%, pomwe ndalama zomwe zimaperekedwa ndi chilolezo zakwera ndi 40% kufika pa 16 miliyoni madola aku US. Kutsimikizika bwino kwa mtundu wa chilolezo chaukadaulo kwatsimikizira zopinga za patent za Enfinage. Ponena za kayendedwe ka ndalama, kayendedwe ka ndalama kwaulere kanasintha kuchoka pa -13 miliyoni madola aku US mu kotala loyamba kufika pa +27.3 miliyoni madola aku US mu kotala lachiwiri, zomwe zikusonyeza kusintha kwakukulu pakugwira ntchito bwino.
Injini yayikulu yokulira ya Impinj - ukadaulo wa Gen2X - idagwiritsidwa ntchito kwambiri pamalonda mu kotala lachiwiri, zomwe zidathandizira kulowa kwa ukadaulo wa RAIN RFID m'magawo osiyanasiyana: M'magawo ogulitsa ndi okonza zinthu, RFID yakhala chothandizira kusintha kwa magwiridwe antchito. Pambuyo poti makampani otsogola padziko lonse lapansi agwiritsa ntchito yankho la Infinium, kuchuluka kwa kulondola kwa zinthu kunafika pa 99.9%, ndipo nthawi yoyang'anira zinthu m'sitolo imodzi inachepetsedwa kuchoka pa maola angapo kufika pa mphindi 40. M'munda wa zokonza zinthu, kudzera mu mgwirizano ndi UPS ndikugwiritsa ntchito ukadaulo wa Gen2X, kuchuluka kwa kulondola kwa kutsata phukusi kunawonjezeka kufika pa 99.5%, kuchuluka kwa kulephera kutumiza kunachepa ndi 40%, ndipo izi zidapangitsa kuti 45% pachaka ikule bwino mu ndalama zomaliza za IC zamakampani okonza zinthu mu kotala lachiwiri la 2025.
Mu gawo la zachipatala ndi chakudya, RFID imagwira ntchito ngati mlonda wa kutsatira malamulo ndi chitetezo. Chipatala cha Ana cha Rady chimagwiritsa ntchito owerenga a Impinj kuyang'anira mankhwala olamulidwa, zomwe zimapangitsa kuti ndalama zotsatirira malamulo zichepe ndi 30%. Owerenga ocheperako (omwe ali ndi kukula kwa 50% kokha kwa zida zachikhalidwe) awonjezera kufalikira m'zochitika zokhudzana ndi kulemba zilembo zazing'ono (monga mabokosi amankhwala ndi zida zamagetsi zolondola), ndipo gawo la ndalama m'munda wazachipatala lakwera kuchoka pa 8% mu kotala loyamba kufika pa 12%. Mu makampani azakudya, Infinium ndi Kroger adagwirizana kuti apange njira yotsatirira zokolola zatsopano, zomwe zimagwiritsa ntchito ma chips a Gen2X kuti ziwunikire tsiku lotha ntchito nthawi yeniyeni. Ndalama zochokera ku zida ndi ntchito zokhudzana nazo zinafika $8 miliyoni mu kotala lachiwiri la 2025.
Sikuti zokhazo, Impinj yapanganso kupita patsogolo pakupanga zinthu zapamwamba komanso misika yatsopano. Pankhani yopanga ndege, kudalirika kwa ma chips a Impinj m'malo ovuta kwambiri kuyambira -40°C mpaka 125°C kwawapanga kukhala chisankho chabwino kwambiri cha unyolo woperekera zinthu wa Boeing ndi Airbus. Mu gawo la ogula zamagetsi, nsanja yodzipangira yokha ya RAIN Analytics imakonza kulosera zinthu kudzera mu kuphunzira kwa makina. Pambuyo pa pulogalamu yoyesera mu supermarket ya unyolo ku North America, chiwongola dzanja chomwe sichinagulitsidwe chinatsika ndi 15%, zomwe zinapangitsa kuti gawo la ndalama zomwe zimapezedwa mu bizinesi yamakina zichokere pa 15% mu 2024 kufika pa 22% mu kotala lachiwiri la 2025.
Nthawi yotumizira: Julayi-02-2025
