Online Submitter's questions to Himax Technologies Inc (HIMX) leadership • Q1 2025
Question
An online submitter asked for details on the Co-Packaged Optics (CPO) project, including the validation process, key bottlenecks, and the timeline for meaningful revenue contribution.
Answer
President and Chief Executive Officer Jordan Wu explained that the CPO validation is a joint effort with partners FOCI, a leading customer, and a foundry partner. Wu stated the primary bottleneck is validating both the product and the new, in-house developed manufacturing and testing processes. He noted that sample shipments for this validation will increase quarterly through 2025, reaching millions of dollars by Q4. Wu anticipates the first year of mass production will be 2026, at which point revenue contribution will become meaningful.