Slide 1: 2025 Q3 Earnings Updates
Drive for better vision : HIMX 2025 Q3 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: 2025 Q3 Financial Summary
2025 Q3 Financial Summary Revenues & EPS greatly exceeded guidance; 2025 Q3 Sales & Breakdown GM in-line 9.5% Revenues $199.2M Significantly Outperform LDDIC • Decrease 7.3% QoQ $19.0M • Guidance: Decrease 12.0% to 17.0% QoQ 19.7% GM 30.2% Non-Driver $39.2M • Decrease 1% QoQ • Guidance: Around 30% S
Slide 4: Q3 Financial Summary by Segment
2025 Q3 Financial Summary by Segment 2025 Q3 Sales & Breakdown LDDIC Revenue $19.0M • -23.6% QoQ 9.5% SMDDIC Revenue $141.0M LDDIC LDDIC • -2.4% QoQ $25.0M $19.0M 19.7% Auto Driver Sales single digit increase QoQ • Outperformed guidance of a slight decrease Non-Driver Non-Driver • Replenishment in b
Slide 5: Q3 Operating Expenses & Profits
2025 Q3 Operating Expenses & Profits Operating Expenses $60.7M • +24.2% QoQ / Flat YoY • QoQ : Primarily from annual employee bonus awarded at end of September each year • Continued strict budget and expense controls amid ongoing macro challenges Operating Income -$0.6M • 2Q25 $18.1M / 3Q24 $5.9M •
Slide 6: Balance Sheet as of September 30, 2025
Balance Sheet as of September 30, 2025 Q3 Free Cash Balance decreased from last quarter Q3 Free Cash Balance • 2Q25 $332.8M / 3Q24 $206.5M $278.2M • Mainly due to annual payments of $64.5M for dividend and $13.1M for employee bonus Q3 Inventories Q3 Operating Cash Inflow $6.7M vs. $60.5M in Q2 $137.
Slide 7: 2025 Q4 Guidance
2025 Q4 Guidance Revenues Flat QoQ Gross Margin Flat to slightly up QoQ Net Profit 2.0 cents to 4.0 cents per diluted ADS 6
Slide 8: 2025 Q4 Outlook
2025 Q4 Outlook Panel customers continue to adopt a make-to-order model and maintain low inventory Auto display IC demand visibility remains low as customers continue to act conservatively and sustain lean inventory Remain optimistic about automotive business outlook for the next few years Continue
Slide 9: 2025 Q4 Outlook – Automotive Business
2025 Q4 Outlook – Automotive Business Nearly 2 decades of experience, offering industry’s most advanced & comprehensive auto display IC solutions (LCD & OLED) Himax holds No.1 global market share across all segments of auto display ICs Smart interiors are driving demand for larger, higher-resolution
Slide 10: 2025 Q4 Outlook – Beyond Display ICs
2025 Q4 Outlook – Beyond Display ICs Committed to new business areas: Ultralow power AI, CPO, and smart glasses • Himax establishing significant technical foundation & strong patent portfolio WiseEye AI • Enables battery-powered endpoint devices with real-time analysis, precise recognition, and envi
Slide 11: 2025 Q4 Outlook - WLO for CPO Updates
2025 Q4 Outlook - WLO for CPO Updates Himax-FOCI partnership to integrate WLO into CPO for AI MCM • First-gen solution being validated by anchor customers/partners • Working toward the goal of 2026 MP readiness • Himax and FOCI are collaborating with leading customers and partners for future- genera
Slide 12: 2025 Q4 Outlook – Smart Glasses
2025 Q4 Outlook – Smart Glasses Generative AI & LLMs are fueling a resurgence in smart glasses, next high-growth & high- volume market opportunity Himax one of the few to possess 3 critical enabling technologies for smart glasses • Intelligent sensing: Always-on, ultralow power contextual awareness,
Slide 13: 2025 Q4 Outlook - LDDIC
2025 Q4 Outlook - LDDIC Q4 LDDIC sales to increase single-digit QoQ • New notebook TDDI projects entering MP • Customers’ restocking monitor IC products following several subdued quarters Advanced next-gen display technology for faster data, lower latency, improved power efficiency, and high-speed i
Slide 14: 2025 Q4 Outlook – SMDDIC
2025 Q4 Outlook – SMDDIC Q4 SMDDIC sales to slight decline QoQ Auto driver IC (DDIC & TDDI) • Driver sales to increase single digit QoQ, due to continued adoption of TDDI technology • TDDI market share > 50% • Solid DDIC shipment volume for non-touch applications (e.g. dashboard, HUDs, and rear/side
Slide 15: 2025 Q4 Outlook – Auto Advanced Technologies
2025 Q4 Outlook – Auto Advanced Technologies LTDI for ultra-large touch displays • Led the industry by introducing LTDI and commencing MP in Q3 2023 • More projects to MP starting 2026 Single-chip TDDI integrating local dimming Tcon for smaller displays with form factor & budget constraints • Reduce
Slide 16: 2025 Q4 Outlook – Auto OLED Updates
2025 Q4 Outlook – Auto OLED Updates Auto OLED • OLED panel adoption in auto displays to accelerate starting in 2027 • Offering both ASIC OLED driver/Tcon solutions and standard ICs, while co-developing new custom ASIC with major panel makers to meet diverse requirement • On-cell touch industry-leadi
Slide 17: 2025 Q4 Outlook – Smartphone and Tablet
2025 Q4 Outlook – Smartphone and Tablet LCD Smartphone & Tablet IC sales both to decline QoQ • Customers pulled forward purchases in prior quarters OLED Smartphone : Solid progress with KR/CN panel partners. Ramp in Q4 2025, volume to increase further in the following quarters OLED Tablet • Several
Slide 18: Non-driver Business Updates
Non-driver Business Updates Q4 non-driver revenue to increase single-digit QoQ Q4 Tcon sales to be flat QoQ • Q4 auto Tcon sales to increase single digit QoQ, strong pipeline of 200+ design-win gradually entering MP • Tcon for monitor, NB and TV to decline QoQ as customers pulled forward inventory d
Slide 19: Non-driver Business – Tcon Innovation
Non-driver Business – Tcon Innovation Continue to lead in automotive Tcon innovation • New generation local dimming Tcons offer advanced features such as edge sharpness and high dynamic range HUD rapidly emerging, fueling demand for advanced Tcon • Launched an integrated Tcon that features the indus
Slide 20: WiseEye Ultralow Power AI Sensing
WiseEyeTM Ultralow Power AI Sensing WiseEyeTM WiseEye is uniquely positioned: Context-aware, on-device AI inferencing • context-aware, on-device AI inferencing • industry-leading power efficiency of just a few milliwatts • compact form factor • industrial-grade security Expanding adoption across NB,
Slide 21: WiseEye _ Diverse AI Applications
WiseEye _ Diverse AI Applications NB: Human Presence Detection Posture Reminders • Human presence detection gaining traction among leading NB brands • Additional feature upgrades are being developed with notebook customers • Gesture recognition, allowing page scrolling or volume adjustment without G
Slide 22: WiseEye _ Diverse AI Applications
WiseEye _ Diverse AI Applications Surveillance: Smart Door Lock • WiseEye enhances security with accurate human- object distinction and event-driven activation • Shipments to leading China smart door lock vendors already underway • Partnering with world-leading door lock manufacturers Palm Vein + Fa
Slide 23: WiseEye Module
WiseEyeTM Module Numerous production-ready modules for AIoT • Pre-trained low-/no-code AI for diverse use cases Low-Code / No-Code AI • Making AI simple and accessible, accelerating innovation & scaling of products 3 1 2 Adopted by leading brands’ upcoming smart home HPD / On Looker People Count Hea
Slide 24: WiseEye in AR and AI Glasses
WiseEye in AR and AI Glasses Growing WiseEye adoption in smart glasses across Smart Glasses + WiseEye AI major tech companies, brands and startups worldwide Eye & Gaze WiseEye enables instant responsiveness for various AI Tracking applications while extending battery life + Always-on outward vision
Slide 25: Dual-Edge Front-Lit LCoS Microdisplay
Dual-Edge Front-Lit LCoS Microdisplay Targeting see-through AR Glasses Front-Lit LCoS Microdisplay Optimal combination of form factor, weight, power efficiency, performance, and cost, while offering ultra- high luminance and vibrant RGB display LCoS • 0.09 c.c. size and 0.2 g weight • Ultra-luminous
Slide 26: 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 27: Drive for better vision
—) Hirmmax Drive for better vision