Kopin (KOPN) Canaccord Genuity's 46th Annual Growth Conference summary

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.