Slide 1: 2026 Q1 Earnings Updates
Drive for better vision : HIMX 2026 Q1 Earnings Updates
Slide 2: Forward Looking Statements
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
Slide 3: 2026 Q1 Financial Summary
2026 Q1 Financial Summary EPS exceeded the guidance; Revenues and GM 2026 Q1 Sales & Breakdown at the high-end 12.2% Revenues $199.0M High-end of guidance LDDIC • Decrease 2.0% QoQ $24.2M • Guidance: Decline 2.0% - 6.0% QoQ 19.6% GM 30.4% High-end of guidance Non-Driver $39.0M • Flat QoQ • Guidance:
Slide 4: Q1 Financial Summary by Segment
2026 Q1 Financial Summary by Segment 2026 Q1 Sales & Breakdown LDDIC Revenue $24.2M Beat • +11.7% QoQ 12.2% • Better-than-expected high-end TV IC restocking LDDIC LDDIC SMDDIC Revenue $135.8M LDDIC $24.2M $25.0M • -2.4% QoQ $21.7M 19.6% Auto driver sales double digit decrease QoQ Non-Driver Non-Driv
Slide 5: Q1 Operating Expenses & Profits
2026 Q1 Operating Expenses & Profits Operating Expenses $50.3M • -8.4% QoQ / +9.9% YoY • Continued strict cost and expense discipline while investing in selected non-driver IC areas with compelling growth potential Operating Income $10.2M • 4Q25 $6.8M / 1Q25 $19.8M Operating Margin 5.1% • 4Q25 3.4%
Slide 6: Balance Sheet as of March 31, 2026
Balance Sheet as of March 31, 2026 Q1 Free Cash Balance $287.6M Free Cash Balance: • 4Q25 $286.2M / 1Q25 $281.0M Selectively loosen inventory control starting a year Q1 Inventories ago in response to industry-wide tight supply $151.7M US$M $400.00 Inventory Level $335.2 $297.3 $300.00 $259.6 $217.3
Slide 7: Cash Dividend
2026 Cash Dividend 25.2 Cents per ADS, Totaling $44M Payable on July 10, 2026 Payout Ratio: 100% of last year’s profit 6
Slide 8: Guidance
2026 Q2 Guidance Revenues Increase 10.0% to 13.0% QoQ Gross Margin Around 32% QoQ Net Profit 8.6 cents to 10.3 cents per diluted ADS 7
Slide 9: Outlook
2026 Q2 Outlook Rapid rise in AI demand is impacting many non-AI applications, driving capacity tightness in foundry, packaging, and testing at mature nodes, putting upward pressure on our costs Actively working with customers on pricing adjustments to share rising costs, with some increases already
Slide 10: Outlook – Automotive Business
2026 Q2 Outlook – Automotive Business Confident about our long-term automotive business outlook • Leading technology portfolio • Broad and diversified customer base • Strong design-win pipeline across DDIC and TDDI Comprehensive IC portfolio enabling novel and stylish automotive displays • Local dim
Slide 11: Outlook – Beyond Display ICs
2026 Q2 Outlook – Beyond Display ICs Focus on key growth areas: Smart glasses, ultralow power AI and CPO • Diversifying sales into higher-margin, more profitable areas Smart glasses • WiseEye adopted by a leading brand for smart glasses is set to MP later this year; additional prominent brands to fo
Slide 12: Outlook - WLO for CPO Updates
2026 Q2 Outlook - WLO for CPO Updates Himax-FOCI partnership to integrate WLO into CPO • Steady progress on both Gen 1 & Gen 2 products as planned ◼ Gen 1 supports 1.6T and 3.2T, now is ready ◼ Gen 2 targets 6.4T with significant volume potential, is nearing completion of customer product validation
Slide 13: Outlook - LDDIC
2026 Q2 Outlook - LDDIC Q2 LDDIC sales to decrease high-teens QoQ • Customers pulling forward inventory purchases for TV during prior quarters • Both monitor & NB IC sales to be up QoQ due to higher legacy product shipments Our focus in notebook is on premium models featuring OLED & LCD with touch •
Slide 14: Outlook – SMDDIC
2026 Q2 Outlook – SMDDIC Q2 SMDDIC sales to increase high teens QoQ Auto driver IC (DDIC & TDDI) sales to increase double digit QoQ • Both DDIC and TDDI sales to increase QoQ • Broad-based replenishment from panel customers with lean inventories + new TDDI & DDIC projects ramp for a leading panel cu
Slide 15: Outlook – Auto Advanced Technologies
2026 Q2 Outlook – Auto Advanced Technologies LTDI for ultra-large touch displays • Multiple LTDI projects entering MP in several car brands across different continents • Meaningful LTDI sales contributions starting this year Single-chip TDDI integrating local dimming Tcon for smaller and lower resol
Slide 16: Outlook – Smartphone and Tablet
2026 Q2 Outlook – Smartphone and Tablet Smartphone IC sales to decrease QoQ • Following the initial ramp of an OLED IC for a leading SMP brand’s mainstream model in Q1 Tablet IC sales to increase QoQ • Customers’ early pull-in demand amid rising memory price sentiment • Ongoing shipments for a custo
Slide 17: Non-driver Business Updates
Non-driver Business Updates Q2 non-driver revenue to increase double-digit QoQ Q2 Tcon sales to increase double-digit QoQ • Auto Tcon business to increase decent double digit QoQ, supported by shipments from prior design-wins Himax continues to enjoy strong growth momentum in auto Tcon despite auto
Slide 18: Non-driver Business – Tcon for HUDs
Non-driver Business – Tcon for HUDs HUD poised to become an integral part of new-generation smart cockpits, driving demand for our sophisticated Tcon • Himax’s multifunctional Tcon features full-area selectable local de-warping, combined with local dimming and On-Screen Display ◼ Local dimming: deli
Slide 19: WiseEye Ultralow Power AI Sensing
WiseEyeTM Ultralow Power AI Sensing WiseEyeTM WiseEye is an ultralow power AI sensing total Context-aware, on-device AI inferencing solution, targeting endpoint device markets • Industry-leading power efficiency of just a few milliwatts • Compact size • On-device AI inferencing • 24/7 always-on imag
Slide 20: WiseEye Module Business
WiseEye _ Module Business Expanding design-ins driven by plug-and-play, ultralow power, and on-device AI Broad adoption across smart access control, space management, monitor, automotive and bicycle PalmVein module is rapidly gaining design wins with touchless, high-security authentication, high acc
Slide 21: WiseEye in Smart Glasses
WiseEye in Smart Glasses WiseEye is gaining broad market recognition in smart Smart Glasses + WiseEye AI glasses as a compact, ultralow power, always-on perceptual front end Iris & Eye & Gaze Tracking Always-on outward environmental sensing for object classification and scene understanding + Precise
Slide 22: Dual-Edge Front-Lit LCoS Microdisplay
Dual-Edge Front-Lit LCoS Microdisplay Targeting AR glasses with see-through displays Front-Lit LCoS Microdisplay Optimal balance among weight, size, resolution, image quality, power consumption and cost, while offering ultra-high luminance and vibrant full color display LCoS • 0.09 c.c. size and 0.2
Slide 23: Contact Us
Contact Us Company Karen Tiao, Head of IR/PR Corporate Tel: +886-2-2370-3999 Counsel hx_ir@himax.com.tw Mark Schwalenberg, Director SEC Legal Investor Relations - US Representative Counsel MZ North America Tel: +1-312-261-6430 HIMX@mzgroup.us Auditor www.mzgroup.us
Slide 24: Drive for better vision
—) Hirmmax Drive for better vision