Brett Larson

speaker

455 appearances 2 recordings 1 series first heard Dec 2024 last heard Feb 2025

Brett Larson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

newest first · ▶ plays the moment

There was a tailwind from the adopter.

Of cell phones.

And then there was the tailwind from Apple building out the iPhone manufacturing.

At one point, Apple was as high as 20% of Cognex's sales, which is pretty incredible.

It's now probably down to more mid to high single digits range.

There was another big tailwind when OLED came on the scene, and that was with Samsung.

So looking forward, it's interesting to think about if there will be new form factors or changes to the existing ones for.

Consumer electronics tied to things like LLMs, or if there's AR or VR is going to take off ever, or if humanoid robots are going to take off.

Basically, if any of those things were to be manufactured at high volumes, that would fall right into Cognex's sweet spot.

Sophisticated customers, big manufacturing capability.

And consumer electronics in 2024 was 17% of sales, and longer term they expect that market.

Market to grow mid teens is the target.

Logistics is the largest in market.

It's 23% of sales.

At peak, it was 30% of sales, and Amazon was up to 17% of Cognix's sales.

Obviously, there was the well publicized down cycle in that in market.

They did return to growth in 2024.

They grew 20%.

And that's the long term target for that in market, is that they can grow 20%.

And Amazon probably is back around that high single digit.

Showing 201–220 of 455 · page 11 of 23