Himax Technologies (NASDAQ: HIMX ) is an opportunity to invest in semiconductors that enable visual displays of many commonplace devices. The company boasts healthy financials, but its cyclical nature suggests little upside exists at the current price, whileI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing ...

产业深度 [table_Header]2025.09.12 显示行业深度：微显示技术的产业化进程与应用前景 ——先进制造系列研究（二） 摘要： [Table_Summary] 本报告导读：电视、IT 和手机等消费电子普及推动显示技术快速发展，但传统 领域已进入存量竞争；同时，VR/AR 等新兴应用对高分辨率、小尺寸、低功耗 的近眼显示需求激增，叠加半导体发展，微显示技术成为未来增长的新方向， 形成增量市场。 请务必阅读正文之后的免责条款部分 1 of 23 产业研究中心 | [Table_Authors] | | | --- | --- | | | 徐淋(分析师) | | | 021-38677826 | | | xulin4@gtht.com | | 登记编号 | S0880523090005 | | | 肖洁(分析师) | | | 021-38674660 | | | xiaojie3@gtht.com | [Table_Report] 往期回顾 具身智能新形态，矿山无人车迈向规模化时代— —具身智能产业深度研究（三） 2025.09.04 工业机器人深度：全球趋势、中国路径与未来战 略——先进制造系列研 ...

Core Insights - Himax Technologies, Inc. is set to showcase its comprehensive automotive display portfolio and advanced technologies at the SID Vehicle Displays and Interfaces Symposium on September 9-10, 2025, in Detroit, Michigan [1][2] Industry Overview - The automotive display market is experiencing significant transformation with increasing numbers, larger sizes, and greater complexity of displays in both electric and conventional vehicles, driven by the demand for smart cabins [2] - Himax has nearly two decades of expertise in automotive display ICs and has established market leadership across multiple technology segments, offering a comprehensive automotive display IC portfolio that includes both LCD and OLED technologies [2] Product Innovations - Himax will present several innovations in automotive display technologies, including: - A breakthrough single-chip design integrating local dimming into the TDDI, which offers higher contrast, lower system cost, and improved power efficiency [4] - Automotive TDDI with user-aware touch control that enhances driving safety by distinguishing between driver and passenger interactions [4] - An OLED touch IC that supports tactile knobs and capacitive touch keys for a safer and more intuitive control experience [4] - A new generation of local dimming Tcon solution that supports advanced image enhancements and integrates critical automotive safety functions [4] - An in-house 3D Time-of-Flight (ToF) vision processor, HE-2, designed for low-latency and high-speed 3D computation and AI operations, with capabilities such as eye tracking and gesture recognition [4] - Liqxtal Dim, which combines proprietary pixelated liquid-crystal light valve technology with ultralow power AI sensing technology for adaptive light tuning [4] Company Background - Himax Technologies, Inc. is a leading global fabless semiconductor solution provider focused on display imaging processing technologies, with a strong market presence in automotive display technology [6] - The company has a diverse product range, including display driver ICs, timing controllers, and advanced technologies for various applications, and holds 2,609 patents granted and 370 patents pending approval worldwide as of June 30, 2025 [6]

Group 1 - The core point of the article is that Himax Technologies (HIMX.US) has announced a new integrated timing controller solution, HX8882-F13, aimed at capturing opportunities in the automotive display market [1] - Several leading industry manufacturers are currently conducting proof of concept (POC) evaluations of the new solution and planning to integrate it into next-generation automotive heads-up display (HUD) systems [1] Group 2 - Himax Technologies' stock price increased by 1.49% in pre-market trading, reaching $8.20 [1] - The company's closing price on September 2 was $8.08, with a trading volume of 776,600 shares [1] - The total market capitalization of Himax Technologies is approximately $1.408 billion [1]

Core Viewpoint - Himax Technologies has launched the HX8882-F13, an advanced integrated timing controller (Tcon) solution designed for automotive heads-up display (HUD) applications, featuring full-area selectable local dewarping and local dimming technology to enhance visual clarity and safety [1][4]. Group 1: Product Features - The HX8882-F13 Tcon includes an industry-first full-area selectable local dewarping functionality, which corrects image distortion caused by windshield curvature and optical projection angles [2][3]. - The Tcon eliminates the "postcard effect" often seen in HUDs, providing high-contrast and crisp images directly on the windshield [2]. - It supports On-Screen Display (OSD) functions that meet automotive functional safety standards, ensuring critical information is presented clearly and accurately [2][4]. Group 2: Market Trends - Automotive HUD applications are evolving to deliver high-brightness, high-contrast, and augmented reality-enhanced visuals, driving demand for advanced Tcon solutions like the HX8882-F series [2]. - Leading industry players are currently conducting proof-of-concept evaluations of the upgraded Tcon to validate its performance for next-generation automotive HUD systems [3]. Group 3: Company Overview - Himax Technologies is a leading global fabless semiconductor solution provider specializing in display imaging processing technologies, with a strong market presence in automotive display technology [5]. - The company has a diverse product portfolio that includes display driver ICs, timing controllers, and innovative solutions for various applications, including automotive, consumer electronics, and AIoT [5]. - As of June 30, 2025, Himax holds 2,609 granted patents and has 370 patents pending approval worldwide, showcasing its commitment to innovation and technological advancement [5].

Group 1 - The core viewpoint of the article highlights the positive financial performance of Himax Technologies (HIMX), with a stock price increase of 5.2% and a market capitalization of $1.38 billion as of August 22 [1][3] - As of March 31, 2025, Himax's total revenue is projected to be $215 million, reflecting a year-on-year growth of 3.65%, while the net profit attributable to shareholders is expected to reach $19.987 million, showing a significant increase of 59.92% [1][2] Group 2 - Himax Technologies is a leading company in the design of integrated circuits (IC) for image display processing, focusing on display driver ICs and timing control ICs, with applications across various consumer electronics including TVs, laptops, and smartphones [2][3] - The company also offers a range of products including touch panel control ICs, micro-projection solutions for augmented reality devices, head-up displays for automotive use, LED driver ICs, power management ICs, and customized image processing chip solutions [2]

Group 1 - The core viewpoint of the news is that Himax Technologies (HIMX) has shown a positive financial performance with a revenue increase and significant growth in net profit, indicating potential investment opportunities [1][3] - As of March 31, 2025, Himax's total revenue reached $215 million, reflecting a year-on-year growth of 3.65% [1] - The company's net profit attributable to shareholders was $19.987 million, marking a substantial year-on-year increase of 59.92% [1] Group 2 - Himax Technologies is a leading IC design company focused on image display processing technology, specializing in display driver ICs and timing control ICs for various consumer electronics [2] - The company's products are widely used in televisions, laptops, desktops, mobile phones, tablets, digital cameras, automotive navigation, virtual reality devices, and other consumer electronics [2] - Himax also offers a range of other products, including touch panel control ICs, head-mounted LCOS micro-projection solutions, automotive head-up displays, LED driver ICs, power management ICs, and customized image processing chip solutions [2]

Core Viewpoint - Himax Technologies (HIMX) shows a positive financial performance with a revenue increase and significant profit growth, indicating potential investment opportunities in the display driver IC market [1][2]. Financial Performance - As of March 31, 2025, Himax reported total revenue of $215 million, reflecting a year-over-year growth of 3.65% [1]. - The net profit attributable to shareholders reached $19.987 million, marking a substantial increase of 59.92% compared to the previous year [1]. Company Overview - Himax Technologies is a leading IC design company specializing in image display processing technology, particularly in display driver ICs and timing control ICs [2]. - The company's products are widely used in various consumer electronics, including televisions, laptops, desktops, smartphones, tablets, digital cameras, automotive navigation, and virtual reality devices [2]. - Himax also offers a range of other products, such as touch panel control ICs, head-mounted LCOS micro-projection solutions, automotive head-up displays, LED driver ICs, power management ICs, and customized image processing chip solutions [2].

Core Viewpoint - Himax Technologies (HIMX) shows a positive financial outlook with a revenue increase and significant profit growth, indicating strong performance in the display driver IC market [1][2]. Financial Performance - As of March 31, 2025, Himax reported total revenue of $215 million, reflecting a year-over-year growth of 3.65% [1]. - The net profit attributable to shareholders reached $19.987 million, marking a substantial increase of 59.92% compared to the previous year [1]. Company Overview - Himax Technologies is a leading IC design company specializing in image display processing technology, particularly in display driver ICs and timing control ICs [2]. - The company's products are widely used in various consumer electronics, including televisions, laptops, desktops, smartphones, tablets, digital cameras, automotive navigation, and virtual reality devices [2]. - Himax also offers a range of other products, such as touch panel control ICs, head-mounted display solutions for augmented reality, LED driver ICs, power management ICs, and customized image processing chip solutions [2]. - The company maintains its position as a leading provider of semiconductor solutions for display imaging in the global consumer electronics market [2].

8月14日，奇景光电将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 资料显示，奇景光电股份有限公司(纳斯达克代码:HIMX)为一个专注于影像显示处理技术之IC设计公 司。本公司系全球显示器驱动IC与时序控制IC领先厂商,产品应用于电视、笔记型电脑、桌上型电脑、 手机、平板电脑、数位相机、汽车导航、虚拟实境装置以及其他多种消费性电子产品。奇景光电的其他 产品并包含触控面板控制IC、手持式与扩增实境装置使用的头戴式矽控液晶光阀(LCOS)微型投影解决 方案、汽车使用的抬头显示器、LED驱动IC、电源管理IC、监视器及投影机控制晶片、客制化影像处理 晶片解决方案及提供矽智权的授权等。奇景光电亦提供数位相机解决方案,包括CMOS影像感测IC及晶 圆级镜头,这些产品已被广泛地应用在手机、平板电脑、笔记型电脑、电视、网路摄影机、汽车、保 全、医疗器材及物联网等。奇景光电继续保持其作为全球消费电子品牌显示成像处理半导体解决方案提 供商的领先地位。 本文源自：金融界 作者：行情君 8月11日，奇景光电(HIMX)开盘上涨2.06%，截至21:32，报7.42美元/ ...