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Kopin (KOPN) investor relations material

Kopin Canaccord Genuity's 46th Annual Growth Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Canaccord Genuity's 46th Annual Growth Conference summary11 Aug, 2026

Company evolution and technology focus

  • Over 40 years, the business has evolved to focus on microdisplay development, including LCD, OLED, ferroelectric liquid crystal on silicon, and MicroLEDs, with a major push into bidirectional NeuralDisplay technology.

  • Developed a Neural I/O chip in partnership with Fabric.AI, enabling a 1.6 terabit AI GPU transceiver.

MicroLED technology and production

  • MicroLEDs offer up to 1.8 million nits of brightness, far surpassing OLED and LCD, and are more durable for demanding applications.

  • A new production line in Massachusetts, funded by a $15 million government award, can produce up to 160,000 wafers annually, supporting millions of units.

Defense and drone applications

  • Supplies headsets for the Drone Dominance Program, with a projected need for 3 million drones and a headset-to-drone ratio of 1:10 or 1:20 depending on drone size.

  • Revenue from FPV drone goggles could reach $10–$50 million next year, depending on program outcomes.

MicroLED cooling cost reduction per rack
Headset-to-drone ratios for Drone Dominance
Westborough plant annual wafer throughput
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