Excerpts:
Himax’s visibility for the whole year outlook of automotive sector remains limited amid the backdrop of uncertain government policy and consumer sentiment. However, the Company expects the first quarter to be the trough of the year, with sales rebounding in the second quarter and business momentum continuing to improve into the second half, supported by lean customer inventory levels and new projects for automotive customers scheduled to MP later in the year. Continued growth in non-driver IC businesses, particularly Tcon and WiseEye AI, should provide incremental support
Himax continues to expand into areas such as ultralow power AI for endpoint devices, Front-lit LCoS microdisplay and waveguide for AR glasses, and WLO for co-packaged optics, all of them are with exciting upside potential in the next couple of years, driven by the recent breakout of AI. Himax expects these initiatives to become new meaningful growth drivers while also improving Company’s product mix and overall profitability
WiseEye is gaining strong traction in smart glasses, with a growing number of design-in engagements underway among global tech names, solution platform providers, and smart glasses specialists. A leading brand’s smart glasses are poised to enter mass production later this year, marking an important milestone for WiseEye in the smart glasses market
[... WiseEye ... incorporates Himax proprietary ultralow power AI processor, always-on CMOS image sensor, and CNN-based AI algorithm ... consumer electronics and AIoT related applications.]
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