Slide 1: Drive for better vision
Drive for better vision : HIMX February 2026 INVESTOR PRESENTATION
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: Global Display and Imaging IC Design House
Global Display and Imaging IC Design House Leading IC Provider US $1.2 Billion 40% Global Market Share Listed on NASDAQ Global top 10 2022 sales Driver IC for NASDAQ: HIMX fabless IC design avg. 60 million ICs automotive displays since 2006 company in 2021* shipment per month * Global top 10 IC desi
Slide 4: Himax – Driver for Better Future
Himax – Driver for Better Future Automotive - Large-sized, high-resolution, curved, and touch feature for next-gen LCD and OLED displays - Automotive local dimming Tcon for high-contrast display enablement - Head-up display (AR-HUD) - WiseEye and 3D sensing for biometric sensing AIoT - World leadin
Slide 5: Recognized Industry Leader
Recognized Industry Leader For the last 30 years, we have worked with leading OEMs to develop the most recognized imaging and human interfacing technologies 1990s 2000s 2010s 2015 and Beyond Founder B.S. Wu pioneers flat panel Chairman Wu establishes Himax to meet DDIC Himax gains market share with
Slide 6: Investment Highlights
Investment Highlights Leading imaging and human interfacing technology innovator ◼ Global display driver player with a wide range of display image processing technologies for panels of all sizes ◼ Human interfacing total-solution provider specialized in immersive, touchless and 3D perception related
Slide 7: Himax on NASDAQ
Himax on NASDAQ 12 Month Trading Chart Feb.11, 2026 Fiscal Year December 31 Last-Traded Price (2/11/2026) $8.25 Diluted Weighted Ave. Out. ADS 174.5M Equivalent ADS Out 174.4M Market Capitalization (2/11/2026) $1.44B Average Volume 1M Insider Ownership* 24.4% * Insider ownership includes executives
Slide 8: History of Dividend and Share Buyback
History of Dividend and Share Buyback $1,075 HAS BEEN RETURNED TO SHAREHOLDERS INCLUDING DIVIDENDS AND SHARE BUYBACKS SINCE IPO MILLION Dividend Payout Ratio (%) Total Payout (US$M) Executed Share Buybacks from 2007-2025 (US$M) 119.0% 100.0% 100.0% 100.0% Unutilized Portion Executed Share Buyback 75
Slide 9: Q4 2025 Summary and Q1 2026 Guidance
Q4 2025 Summary and Q1 2026 Guidance 4Q2025 3Q2025 4Q2024 QoQ YoY Revenues $203.1M $199.2M $237.2M +2.0% -14.4% Gross Margin (%) 30.4% 30.2% 30.5% +0.2% -0.1% Profit $6.3M $1.1M $24.6M +492.1% -74.3% Earnings per ADS $0.036 $0.006 $0.140 +491.9% -74.2% 2025 2024 YoY Revenues $832.2M $906.8M -8.2% Gr
Slide 10: A Global Looking Semiconductor Company / Himax's Global Reach
AForward Semiconductor GlobalLooking Statements Company Himax’s Global Reach ▪ Fabless semiconductor company with world leading visual imaging processing technologies ▪ Global market leader in TFT-LCD display driver Asan, Bundang Sales Design and timing controller ICs Technical Support Munich Tokyo
Slide 11: Corporate Structure
Corporate Structure Himax Technologies, Inc. Himax Technologies, LTD. Himax Display, Inc. Himax Imaging, LTD. ◼ TFT-LCD drivers, EPD drivers, and OLED ◼ LCoS modules for head-mounted display, ◼ CMOS image sensors drivers head-up display and pico-projector ◼ Ultralow power always-on (AoS) CMOS ◼ Tcon
Slide 12: Our Technologies Are Used by Consumer Brands Worldwide
Our Technologies Are Used by Consumer Brands Worldwide https://encrypted-tbn2.gstatic.com/images?q=tbn:ANd9GcTabKNmci1qMtd9a99ttrYHqVy04D6NVDm0M18JLIdlYtm8cCcZSgBFM8zk
Slide 13: Display Driver IC (DDIC)
Display Driver IC (DDIC) We are a leader in display driver ICs used to enable large, small and medium-sized flat panel displays in TFT LCD and OLED Displays MARKETS WE SERVE Smartphones, tablets, automotive, monitors, notebooks, TVs, gaming, education, industrial, healthcare plus 100’s more applicat
Slide 14: Our DDIC Market Share
Our DDIC Market Share 3Q25 Driver Market Share We provide a complete solution of image (2Q25 Market Share %, Revenue) processing technologies and leverage our expertise in TV, monitor, NB, mobile devices, automotive Others 13% and other mass-market technology releases Focal ◼ Large display driver IC
Slide 15: TDDI Technologies
TDDI Technologies Automotive We provide technologies for touch sensor displays including in-cell touch and the fast-growing Touch and Display Driver Integration (TDDI) single-chips Automotive Smartphone Tablet MARKETS WE SERVE Beginning with smartphones, expanded to tablets, automotive, NB and many
Slide 16: Leadership in Automotive Displays
Leadership in Automotive Displays We offer comprehensive automotive display solutions Dash Cam covering DDIC, TDDI , TCON, LTDI and OLED. Moreover, AI DDIC TCON we offer leading-edge non-driver solutions, covering e-Mirror LCoS, WLO, CIS, 3D sensing and WiseEye ultralow power DDIC TCON AI sensing fo
Slide 17: WiseEye Ultralow Power AI Sensing
WiseEye Ultralow Power AI Sensing Himax WiseEye ultralow power AI sensing technology brings AI to endpoint devices with extremely low power. We participate tier-1 endpoint-to-cloud ecosystems for broad market access. Himax CMOS image sensors include RGB, near infrared (NIR) and ultralow power Alway
Slide 18: WLO and 3D Sensing
WLO and 3D Sensing Industry-leading WLO design know-how and mass production expertise in advanced optical components (lenses, DOEs, MLAs and CPO) Himax 3D sensing module solutions with advanced depth-perception features and key components MARKETS WE SERVE Wafer Level Optics (WLO): ◼ DOE (Structured
Slide 19: LCoS Microdisplays
LCoS Microdisplays AR HUD AR Glasses (LCoS 2.0 Phase Modulation) We are the leader and long-term innovator of Liquid Crystal on Silicon (LCoS) displays and one of the companies capable of high-volume production runs of LCoS displays for the launch of mass-market devices Front-lit LCoS Technology AR
Slide 20: Opportunities in Metaverse
Opportunities in Metaverse Himax owns exceptional Optics, 3D sensing, WLO and WiseEye AI solutions with mass production records. Diverse non-driver solutions fulfill different AR/MR/XR/VR LCoS WLO metaverse related application needs in AR AI 3D WLO AR Glasses Displaying & Human Interface Sensing VR
Slide 21: Market Opportunities by Products and Applications
Market Opportunities by Products/ Applications, and Himax Strategies
Slide 22: TDDI
GROWTH OPPORTUNITY 1 TDDI Market Trends ◼ Expect higher TDDI penetration in automotive, tablet and expanding into notebook moving forward Global Smartphone TDDI Demand Forecast ◼ TDDI fits in consumer demand for slimmer devices 2023-2028 ◼ Higher penetration of TDDI is refreshing smartphone /tablet/
Slide 23: Display Driver IC (DDIC)
GROWTH OPPORTUNITY 2 Display Driver IC (DDIC) Market Trends ◼ Chinese panel makers, benefited from Korean fab restructuring and increased their global market share, will procure more volume from Taiwan DDIC supply chain ◼ Leading Chinese panel makers’ shipments continue to dominate the market. China
Slide 24: WiseEye Ultralow Power AI Sensing
GROWTH OPPORTUNITY 3 WiseEye Ultralow Power AI Sensing Market Trends Who uses Himax CIS ◼ Smart AI devices demand boosts, but very few companies can provide ultralow power solutions in 24/7 content-aware AI ◼ Increasing adoption of Himax's WiseEye ultralow power AI sensing solution in endpoint AIoT
Slide 25: WLO
GROWTH OPPORTUNITY 4 WLO Market Trends Wafer Level Process Mini package ◼ Wafer-Level Optics (WLO) remains one of the key technologies for structured light, Time-of- Integrated optics Ultra-small size & package Flight (ToF) related 3D sensing, offering high optical efficiency, small form factors, an
Slide 26: LCoS Microdisplays
GROWTH OPPORTUNITY 5 LCoS Microdisplays Market Trends Proprietary Front-lit LCoS ◼ Many top name multinationals and start-ups are investing heavily to develop the AR ◼ High brightness up to 350K nits at 200 mW LED ecosystem, including applications, software, operating systems, system electronics and
Slide 27: 2025 YTD Financial Review
2025 YTD Financial Review
Slide 28: Unit and Revenue History
Unit and Revenue History We are one of the leading semiconductor companies in the world Units sold and revenue (In millions of units and millions of USD) Revenue $1,900 1,521 1,516 Units Sold 1,464 1,337 1,309 1,311 1,323 1,156 1,165 1,297 1500 $1,700 1,069 1,192 1,256 1,165 975 1000 $1,500 719 711
Slide 29: A Balanced Product Mix
A Balanced Product Mix Category Product Mix Large Panel Drivers S/M Panel Drivers Non-Driver 2.60% 5.1% 6.7% 8.2% 12.7% 14.0% 16.4% 20.0% 19.0% 20.0% 22.7% 19.0% 18.9% 14.8% 12.0% 13.2% 14.9% 17.1% 20.0% 15.5% 16.7% 22.0% 34.8% 44.6% 44.6% 53.9% 53.1% 48.6% 46.0% 44.5% 45.0% 45.8% 58.1% 62.3% 64.8%
Slide 30: Gross Margin is a Key Business Focus
Gross Margin is a Key Business Focus Revenue & Gross Margin Geographical Revenue Mix & Quarterly GM 200 0.0 US$M in Revenue and Gross Margin % 60. 0% US$M in Revenue and Quarterly Gross Margin % 48.4% China Sales ROW Sales 180 0.0 50. 0% 40.5% 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3
Slide 31: OPEX and the Bottom Line
OPEX and the Bottom Line OPEX and % of Total Sales Profit and EPS (US$M/ %) (US$M/ US$) $280 $435 $2.50 23.2% 22.8%23.20% 23.3% 23.0% 25.3% 19.1% 18.4% 19.1% 16.8% $385 13.2% $230 $208 $210 $335 $203 $230 $220 $1.36 $285 $180 $159 $166 $163 $156 $235 $135 436.9 $132 $130 $185 $135 $0.46 $0.30 237.0
Slide 32: Performance History
Performance History Operating and R&D Expenses (US$M) EBITDA (US$M) R&D Expense Operating Expense ex. RD Total Operating Expense (US$M) 4 132 135 159 166 156 163 203 230 220 208 210 567.2 $54 $49 $52 $48 $49 $41 $43 $41 $41 300.7 $39 $38 $176 $171 $160 $161 $123 $151 $118 $122 103.7 $94 $96 $115 73.
Slide 33: Income Statement
For the Fiscal Period Ended Revenues Cost of revenues Gross profit Gross margin Operating expenses Research and development General and administrative Sales and marketing Total operating expenses Operating income (loss) Non-operating income Profit before income taxes Income tax expense (benefit) Pro
Slide 34: Balance Sheet
Balance Sheet * Short-term secured borrowings is guaranteed by restricted deposit 33
Slide 35: Cash Flow Statement
Cash Flow statemen Depreciation and amortization Share-based compensation expenses Finance costs Income tax expense (benefit) Inventories write downs Others. Changes in: Decrease (increase) in accounts receivable (including related parties) Decrease (increase) in inventories Increase (decrease) in a
Slide 36: Management Team
Management Team Dr. Biing-Seng Wu, Chairman of the Board - Dr. Wu, the founder of Himax, previously served as President, CEO and Director of Himax Taiwan. As a pioneer of TFT-LCD panel industry in Taiwan, Dr. Wu has been active in the TFT- LCD panel industry with profound experience. With significan
Slide 37: 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