Drive for better vision : HIMX February 2026 INVESTOR PRESENTATION Forward Looking Statements Factors that could cause actual events or results to differ materially from those described in this conference call include, but are not limited to, the effect of the Covid-19 pandemic on the Company's business; general business and economic conditions and the state of the semiconductor industry; market acceptance and competitiveness of the driver and non-driver products developed by the Company; demand for end-use ...

Financial Performance - In Q2 2025, Himax reported revenues of $214.8 million, a slight decrease of 0.2% QoQ, which was within the guidance range [4][5] - Gross margin for Q2 2025 reached 31.2%, exceeding the guidance of around 31% and improving from 30.5% in the previous quarter [4][5] - After-tax profit for Q2 2025 was $16.5 million, or 9.5 cents per diluted ADS, aligning with the guidance range of 8.5 to 11.5 cents [4][5] Q3 2025 Guidance - For Q3 2025, Himax anticipates revenues to decline by 12% to 17% QoQ, with gross margin expected to be around 30% [4][44] - The company expects a loss per diluted ADS in the range of 2.0 cents to 4.0 cents for Q3 2025 [4][44] Tariff Policy Impact - The U.S. government announced plans to impose tariffs of approximately 100% on semiconductor chips imported from companies that do not manufacture in the U.S., but tariffs have not significantly impacted Himax's business as only about 2% of its products are shipped directly to the U.S. [2][15] - Recent clarifications of U.S. tariff measures have helped reduce uncertainty in the global trade environment [2][15] Automotive Sector Outlook - Himax holds the No.1 global market share in automotive display ICs and remains optimistic about long-term growth in this sector, particularly in automotive TDDI and Tcon technologies [3][18] - The automotive driver sales for the first half of 2025 recorded a 3.2% year-over-year increase, indicating resilient demand despite global softness in automotive sales [7][18] Non-Driver Products - Non-driver sales reached $45.4 million in Q2 2025, a 14.7% increase from the previous quarter, primarily due to increased shipments of Tcon for automotive and monitor products [8] - Himax continues to lead in automotive Tcon technology, with a strong pipeline of over 200 design wins poised for mass production [8][35] WiseEye AI and New Business Areas - Himax's WiseEye AI technology is entering a phase of rapid growth, becoming a key growth driver for the company [21][22] - The company is expanding into new business areas such as smart glasses and Co-Packaged Optics (CPO), which are expected to drive long-term growth [21][23] Balance Sheet and Cash Flow - As of June 30, 2025, Himax had $332.8 million in cash and cash equivalents, an increase from $281.0 million in the previous quarter [11] - The company anticipates a decline in cash and equivalents in Q3 2025 due to dividend payments and employee bonuses [11][12]