Research analysts who have asked questions during Himax Technologies earnings calls.
Recent press releases and 8-K filings for HIMX.
Himax's OLED Touch Controller IC Enters Mass Production
HIMX
Product Launch
New Projects/Investments
- Himax Technologies' HX85200 series on-cell OLED touch controller IC has been adopted by multiple leading global IT brands and is being designed into high-end OLED laptop PCs.
- Mass production of the new OLED touch controller IC began in the first quarter of 2026.
- The IC integrates industry-leading differential signal processing circuitry and advanced algorithms to deliver highly accurate multi-finger capacitive touch performance, while supporting various OLED panel architectures and reducing touch-display interference.
- It offers both 138-channel (for 13- to 16-inch laptop PC displays) and 118-channel (for tablet devices, supporting USI and MPP active stylus protocols) configurations.
3 days ago
Himax Technologies Confirms Ongoing CPO Collaboration with FOCI
HIMX
New Projects/Investments
Product Launch
- Himax Technologies (HIMX) confirmed its collaboration and strategic partnership with FOCI Fiber Optic Communications, Inc. in Co-Packaged Optics (CPO) is ongoing and unchanged, addressing recent media reports.
- The companies are leveraging Himax's proprietary WLO advanced nano imprinting technology to achieve significant breakthroughs in silicon photonics technology.
- Their first-generation CPO solution is currently undergoing validation by key customers and partners, with a goal for mass production readiness in 2026.
- Himax and FOCI are also jointly developing advanced CPO architectures for future-generation high-speed optical transmission to meet AI data center and high-performance computing (HPC) bandwidth demands.
Jan 5, 2026, 9:05 AM
Himax Technologies Reports Strong Q3 2025 Results Exceeding Guidance
HIMX
Earnings
Guidance Update
New Projects/Investments
- Himax Technologies reported Q3 2025 revenue of $199.2 million, a sequential decline of 7.3%, which significantly outperformed its guidance. Diluted EPS was $0.006, substantially exceeding the guidance range of a loss of $0.02-$0.04, while gross margin was 13.2%, in line with guidance.
- The automotive business remained the largest revenue contributor in Q3 2025, representing over 15% of total revenues, with Q3 automotive driver sales increasing single-digit quarter-over-quarter. Himax holds the number one global market share across all segments of automotive display ICs.
- For the full year 2025, automotive driver IC sales are projected to grow single-digit year over year, and automotive P-CON sales are set to grow by approximately 50% year over year.
- Himax is actively expanding its business beyond display ICs, focusing on ultralow power AI (WiseEye), co-packaged optics (CPO), and smart glasses, with CPO targeting mass production readiness in 2026 and WiseEye AI entering a phase of rapid growth.
Nov 6, 2025, 1:00 PM
Himax Technologies, Inc. Reports Q3 2025 Financial Results and Provides Q4 Guidance
HIMX
Earnings
Guidance Update
New Projects/Investments
- Himax Technologies, Inc. reported Q3 2025 revenues of $199.2 million, a sequential decline of 7.3%, which significantly outperformed its guidance range of a 12.0% to 17.0% decline. The company achieved a gross margin of 30.2% and an after-tax profit of 0.6 cents per diluted ADS, substantially exceeding the guidance range of a loss of 2.0 to 4.0 cents.
- For Q4 2025, Himax expects revenues to be flat QoQ, gross margin to be flat to slightly up, and profit per diluted ADS to be in the range of 2.0 cents to 4.0 cents.
- The automotive business remained the largest revenue contributor in Q3 2025, representing over 50% of total revenues, with the company optimistic about continued growth in automotive TDDI and Tcon technologies for the next few years.
- Himax is expanding into emerging areas such as ultralow power AI (WiseEye), Co-Packaged Optics (CPO), and smart glasses, with the WiseEye business entering a phase of rapid growth and CPO targeting 2026 mass production readiness.
Nov 6, 2025, 11:05 AM
Himax Technologies Reports Strong Q4 2024 Results and Provides Q1 2025 Guidance
HIMX
Earnings
Guidance Update
New Projects/Investments
- Himax Technologies reported Q4 2024 revenues of $237.2 million, exceeding guidance, with a gross margin of 30.5% and profit per diluted ADS of $0.14.
- For the full year 2024, net profit was $79.8 million, or $0.46 per diluted ADS, significantly up from the previous year.
- The automotive business was a key growth driver, comprising approximately 50% of total Q4 revenues and achieving nearly 20% annual growth in automotive IC sales for 2024.
- The company anticipates Q1 2025 revenues to decrease by 8.5%-12.5% sequentially, with an expected gross margin of around 30.5% and profit per diluted ADS between $0.09 and $0.11.
- Himax's Co-Packaged Optics (CPO) technology is in engineering validation and trial production, with potential annualized revenue reaching hundreds of millions of dollars at an early stage of mass production, likely starting in 2026.
Feb 13, 2025, 1:00 PM
Himax Technologies Reports Strong Q4 2024 Results and Provides Q1 2025 Guidance
HIMX
Earnings
Guidance Update
New Projects/Investments
- Himax Technologies reported strong Q4 2024 revenues of $237.2 million, a 6.7% sequential increase, and a gross margin of 30.5%, both exceeding guidance. The company's profit per diluted ADR for Q4 2024 was $0.14, significantly above guidance, contributing to a full-year 2024 net profit of $0.46 per diluted ADR.
- The automotive IC sales were the largest revenue contributor in 2024, comprising almost half of total revenues and achieving close to 20% annual growth. Notably, Q4 automotive TDDI sales surpassed DDIC sales for the first time.
- For Q1 2025, Himax anticipates revenues to decrease by 8.5%-12.5% sequentially, with a gross margin of approximately 30.5% and profit per diluted ADR estimated between $0.09-$0.11.
- Himax's Co-Packaged Optics (CPO) technology, utilizing its Wafer-Level Optics (WLO) expertise, is currently in engineering validation and trial production, with mass production expected in 2026 and potential annualized revenues reaching hundreds of millions of dollars at an early stage.
Feb 13, 2025, 1:00 PM
Quarterly earnings call transcripts for Himax Technologies.
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