Slide 1: 2025 Q2 Earnings Updates
Drive for better vision : HIMX 2025 Q2 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 Q2 Financial Summary
2025 Q2 Financial Summary GM exceeded guidance; Revenues & Profits 2025 Q2 Sales & Breakdown in-line 11.6% Revenues $214.8M LDDIC • -0.2% QoQ $24.9M • Guidance: Decrease 5.0% to Increase 3.0% QoQ 21.1% GM 31.2% Beat Non-Driver $45.4M • +0.7% QoQ • Guidance: Around 31.0% SMDDIC • QoQ up: Favorable pr
Slide 4: Q2 Financial Summary by Segment
2025 Q2 Financial Summary by Segment LDDIC Revenue $24.9M • -0.6% QoQ 2025 Q2 Sales & Breakdown SMDDIC Revenue $144.5M • -4.0% QoQ 11.6% Auto Driver Sales single digit decrease QoQ LDDIC LDDIC • Outperformed guidance of mid teens decrease $25.0M $24.9M • Combined impact of tariffs and tapering effec
Slide 5: Q2 Operating Expenses & Profits
2025 Q2 Operating Expenses & Profits Operating Expenses $48.9M • +6.9% QoQ / +3.3% YoY • QoQ & YoY: NT dollar appreciation against the U.S. dollar in Q2 • Excluding NT dollar appreciation, Q2 OPEX flat YoY • Maintaining strict budget and expense control amid ongoing macro challenges Operating Income
Slide 6: Balance Sheet as of June 30, 2025
Balance Sheet as of June 30, 2025 Q2 Free Cash Balance Increased Q2 Free Cash Balance • 1Q25 $281.0M / 2Q24 $253.8M $332.8M • Q2 Operating Cash Inflow $60.5M Q2 Inventories Q3 Cash Balance to Decline • Cash dividends $64.5M $134.6M • Employee bonus awards $13.3M (est.) US$M $500.00 Inventory Level $
Slide 7: Guidance
2025 Q3 Guidance Revenues Decrease 12% ~ 17% QoQ Gross Margin Around 30% Net Loss 2.0 cents to 4.0 cents per diluted ADS Note *: The net loss already factored in the estimated annual bonus expense of $8.2M, representing 4.7 cents per diluted ADS before tax, including $7.2M from vested portion of 202
Slide 8: 2025 Q3 Outlook
2025 Q3 Outlook Recent settlements in tariff reduce global trade uncertainty Tariffs have not had a significant direct impact on Himax’s business ⚫ A negligible portion (~2%) of Himax’s products are shipped directly to U.S. No customer adjustments yet for Q3 auto ICs in response to new tariff Auto m
Slide 9: 2025 Q3 Outlook – Automotive Business
2025 Q3 Outlook – Automotive Business Remain optimistic about our long-term auto business outlook Nearly 2 decades of dedicated experience, offering industry’s most advanced and comprehensive auto display IC solutions (LCD & OLED) Himax holds No.1 global market share across all segments of auto disp
Slide 10: 2025 Q3 Outlook – Beyond Driver IC
2025 Q3 Outlook – Beyond Driver IC Committed to new business areas: High growth potential + High added value + High technological barriers • Himax deeply engaged in these fields for 1 or 2 decades, establishing significant technical barriers & securing key patents WiseEye AI • Notable progress with
Slide 11: 2025 Q3 Outlook - WLO for CPO Updates
2025 Q3 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 entering MP in 2026 • Himax and FOCI are collaborating with several heavy-weight customers and partners for
Slide 12: 2025 Q3 Outlook – Smart Glasses
2025 Q3 Outlook – Smart Glasses With the adoption of generative AI & LLM, AR and AI glasses are poised to be the next breakout market Himax one of the few to possess 3 critical enabling technologies for smart glasses • Intelligent sensing: WiseEye significantly enhances the interactivity and percept
Slide 13: 2025 Q3 Outlook – Foreign Exchange Impact
2025 Q3 Outlook – Foreign Exchange Impact Himax financial statements are U.S. dollar denominated Both of revenues & COGS are in U.S. dollars, providing a natural hedge A portion of OPEX also in U.S. dollars, offering further natural hedging Relatively limited impact of currency fluctuations on Himax
Slide 14: 2025 Q3 Outlook - LDDIC
2025 Q3 Outlook - LDDIC Q3 LDDIC sales to decrease double-digit QoQ • Panel customers remained cautious, adhering to a make-to-order model and maintaining lean inventories in response to a murky demand outlook • Absence of traditional seasonal shopping momentum • Customers pulled forward purchases i
Slide 15: 2025 Q3 Outlook – SMDDIC
2025 Q3 Outlook – SMDDIC Q3 SMDDIC sales to decline single digit QoQ Auto driver IC (DDIC & TDDI) • Driver sales to decline slightly QoQ, as customers adopt a cautious stance, delaying orders amid ongoing tariff negotiations • TDDI cumulative shipments > 100 M, market share > 50%; ~500 design-wins •
Slide 16: 2025 Q3 Outlook – Auto Advanced Technologies
2025 Q3 Outlook – Auto Advanced Technologies LTDI for ultra-large touch displays • Led the industry by introducing the technology and commencing MP in Q3 2023 • Additional projects enter MP in Q3; More expected into 2026 For smaller displays with tight form factor & budget, we provide single-chip TD
Slide 17: 2025 Q3 Outlook – OLED Updates
2025 Q3 Outlook – OLED Updates Auto OLED • Strategic partnerships with leading KR/CN/JP panel makers • Leveraging nearly 2 decades of experience in LCD to drive OLED adoption • On-cell touch industry-leading SNR for glove-wearing/wet-finger operations. Already MP; Increasing adoption by global leadi
Slide 18: Non-driver Business Updates
Non-driver Business Updates Q3 non-driver revenue to be down double digit QoQ Q3 Tcon sales to decline double digit QoQ but up single digit YoY • QoQ down: customers pulled forward inventory of Tcon for monitor, NB and TV during prior quarters Strong auto Tcon position • Q3 auto Tcon sales to increa
Slide 19: WiseEye Ultralow Power AI Sensing
WiseEyeTM Ultralow Power AI Sensing WiseEyeTM Competitive edge in fast rising AI market Drive for AI Everywhere • Ultralow power (mW); Context-aware, on-device AI • Enables endpoint AI, fit for battery-powered devices AoS + Low-power perceptual input = Ideal front-end for LLMs supporting multimodal
Slide 20: WiseEye _ Diverse AI Applications
WiseEye _ Diverse AI Applications NB: 1st major win with Dell; Acer also adopts WiseEye for latest AI PC WiseEye NB Solution Posture Reminders • Adopted by other leading NB vendors; some MP later this year, expanding further into 2026 • Beyond HPD, now supporting proximity detection, presence alerts
Slide 21: WiseEye _ Motion Sensing
WiseEye _ Motion Sensing WiseEye for motion sensing • Collaboration with Rabboni launching bboni Ai platform ◼ Built on a 6-axis gyroscope, empowering wearables with advanced on-device capabilities ◼Motion analysis, posture recognition and behavioral interpretation • With WiseEye AI, the bboni Ai ca
Slide 22: WiseEye Module
WiseEyeTM Module Numerous production-ready modules for AIoT Low-Code / No-Code AI • Pre-trained low-/no-code AI for diverse use cases 3 1 2 Himax biometric authentication complies with HPD / On Looker People Count Head/Body Pose Europe’s General Data Protection Regulation • One of the world’s strict
Slide 23: WiseEye in AR and AI Glasses
WiseEye in AR and AI Glasses Growing WiseEye adoption across major tech giants, Smart Glasses + AI traditional ODMs, brands and startups Eyeball Tracking WiseEye enables instant responsiveness while extending battery life + Always-on outward vision sensing for environmental awareness and real-time a
Slide 24: Dual-Edge Front-Lit LCoS Microdisplay
Dual-Edge Front-Lit LCoS Microdisplay Display Week 2025 debut ultra-luminous, miniature Dual- Front-Lit LCoS Microdisplay Edge Front-lit LCoS Microdisplay • 0.09 c.c. size and 0.2 g weight • Ultra-luminous 350k nits and 1 lumen output at just LCoS 250mW max. power consumption Customers across the bo
Slide 25: 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 26: Drive for better vision
—) Hirmmax Drive for better vision