Slide 1: 2026 Q2 Earnings Updates
Drive for better vision : HIMX 2026 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: 2026 Q2 Financial Summary
2026 Q2 Financial Summary Revenues, GM and EPS All Exceeded Guidance 2026 Q2 Sales & Breakdown Revenues $227.4M Beat 8.4% • Increase 14.2% QoQ; Up 5.9% YoY • Guidance: Increase 10.0% - 13.0% QoQ LDDIC $19.2M • Better-than-expected auto IC sales 20.2% GM 33.1% Beat Non-Driver • Increase 2.7% QoQ; Up
Slide 4: Q2 Financial Summary by Segment
2026 Q2 Financial Summary by Segment LDDIC Revenue $19.2M 2026 Q2 Sales & Breakdown • -21.0% QoQ 8.4% • Panel makers’ high-end TV IC restocking in prior quarters LDDIC $19.2M LDDIC LDDIC 20.2% SMDDIC Revenue $162.3M $25.0M $21.7M • +19.6% QoQ Non-Driver $45.9M Auto driver sales increased double digi
Slide 5: Q2 Operating Expenses & Profits
2026 Q2 Operating Expenses & Profits Operating Expenses $50.7M • +0.8% QoQ / +3.6% YoY • Remained disciplined in managing costs while investing in select non-driver IC areas with compelling growth potential Operating Income $24.6M • 1Q26 $10.2M / 2Q25 $18.1M Operating Margin 10.8% • 1Q26 5.1% / 2Q25
Slide 6: Balance Sheet as of June 30, 2026
Balance Sheet as of June 30, 2026 Q2 Free Cash Balance Free Cash Balance $298.7M • 1Q26 $287.6M / 2Q25 $332.8M • Q2 Operating Cash Inflow $17.5M Q3 Cash Balance to Decline Q2 Inventories • Cash dividends $44M $151.5M • Employee bonus awards $11.7M (est.) US$M $300.00 Inventory Level $259.6 $217.3 $2
Slide 7: Guidance
2026 Q3 Guidance Revenues Increase 7% to 11% QoQ Gross Margin Around 34% Net Profit 8.0 cents to 10.0 cents per diluted ADS Note *: The net profit already factored in the estimated expense of $11.8M, including $11.7M from vested portion of 2026 estimated annual bonus and $0.1M from the amortized por
Slide 8: Outlook
2026 Q3 Outlook Strong AI demand continues to tighten capacity at mature-node foundries as well as packaging and testing facilities, impacting many non-AI applications The resulting higher costs, extended lead times, and constrained capacity supply are expected to persist in the near term Leveraging
Slide 9: Outlook – Automotive Business
2026 Q3 Outlook – Automotive Business Remain optimistic about our long-term automotive business growth prospects Automotive secular growth driven by smart vehicle interiors • More displays, larger, higher-resolution displays, and diverse cabin configurations • Comprehensive LCD & OLED portfolio, div
Slide 10: Well Positioned to Benefit from Auto Platform Standardization
Well Positioned to Benefit from Auto Platform Standardization Intensifying competition is driving faster vehicle launches & shorter product lifecycles Broader adoption of platform standardization across vehicle models favors Himax • Most comprehensive automotive display IC portfolio • Market-leading
Slide 11: Outlook – Beyond Display ICs
2026 Q3 Outlook – Beyond Display ICs Focus on key growth areas: Smart glasses, ultralow power AI and CPO • Diversifying sales base with attractive long-term growth and margin Smart glasses - WiseEye • A leading global brand just launched WiseEye-powered smart glasses • Growing design-in pipeline spa
Slide 12: Outlook - WLO for CPO Updates
2026 Q3 Outlook - WLO for CPO Updates ⚫ Customer timelines remain aggressive with demand showing no signs of slowing ⚫ Deepening customer engagements with FOCI by offering a flexible portfolio ◼ Customized solutions tailored specifically for customer’s needs ◼ Standardized technology platform co-dev
Slide 13: Outlook - LDDIC
2026 Q3 Outlook - LDDIC Q3 LDDIC sales to decline by single digit QoQ • MNT IC sales to be down • TV IC sales to be up Encouraging design-in momentum in OLED notebooks • Rising memory prices accelerating shift from entry-level to premium NB models • New Gen 8.6 OLED fab ramp-ups in China late 2026 ~
Slide 14: Outlook – SMDDIC
2026 Q3 Outlook – SMDDIC Q3 SMDDIC sales to increase by high-single-digits QoQ Auto driver IC (DDIC & TDDI) sales to increase by a solid double-digit QoQ • Broader customer demand for DDIC & TDDI • Multiple LTDI projects MP across car brands worldwide Healthy underlying demand driven by multiple new
Slide 15: Outlook – Auto Advanced Technologies
2026 Q3 Outlook – Auto Advanced Technologies Platform standardization is driving broader LTDI & local dimming Tcon adoption • Multiple LTDI projects MP in several car brands across continents • Requires 4+ LTDI chips (sometimes 10+) & at least 1 local dimming Tcon • Higher content per car, stronger
Slide 16: Outlook – Smartphone and Tablet
2026 Q3 Outlook – Smartphone and Tablet Smartphone IC sales to increase QoQ • Continued shipments for a leading brand's mainstream models • Inventory build-up for upcoming premium models Tablet IC sales to decline QoQ • Capacity constraints limit additional shipments 15
Slide 17: Non-driver Business Updates
Non-driver Business Updates Q3 non-driver revenue to increase low-teens QoQ Q3 Tcon sales to increase by low-teens QoQ • Auto Tcon business to increase decent double-digit QoQ, driven by broad-based legacy product shipments & new projects entering MP Himax continues to enjoy strong growth in auto Tc
Slide 18: Non-driver Business – Tcon for ePaper
Non-driver Business – Tcon for ePaper T2000 Tcon adopted for E Ink's next-gen color ePaper platform Proprietary parallel-processing architecture enables simultaneous display refresh and data transmission • Significantly enhances dynamic display performance while preserving ePaper's ultralow power co
Slide 19: WiseEye Ultralow Power AI Sensing
WiseEyeTM Ultralow Power AI Sensing WiseEye is an ultralow power AI sensing Always-On total solution, targeting battery-powered Total Solution On-Device AI endpoint device markets • Industry-leading power efficiency of just a few milliwatts • On-device AI inferencing • 24/7 always-on image and voice
Slide 20: WiseEye – Module Business
WiseEye _ Module Business Expanding design-ins driven by plug-and-play, ultralow power, and on-device AI PalmVein modules • Recently verified by TÜ V Rheinland for recognition accuracy, response speed, and liveness detection • TÜ V verification and GDPR compliance reinforce the privacy, security, an
Slide 21: WiseEye – WiseGuard Module
WiseEye _ WiseGuard Module Designed for security applications, featuring ultralow power, wide FOV, long-range detection, and low-light performance Accurately detects and continuously tracks multiple individuals, significantly reducing false triggers versus traditional PIR solutions Proactive 24/7 se
Slide 22: WiseEye in Smart Glasses
WiseEye in Smart Glasses WiseEye is gaining broad market recognition in smart glasses as a compact, ultralow power, always-on AI perception front end Outward-facing environmental sensing through scene understanding and object classification Precise inward vision sensing for eyeball tracking and iris
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