Himax Technologies, Inc.

Timing Controller (Tcon)

Himax anticipates Q2 2026 Tcon sales to increase by double-digit quarter over quarter. Himax’s automotive Tcon business is expected to deliver decent double-digit growth in Q2, driven by shipments from prior design-wins across the board. Despite automotive market headwinds, Himax continues to enjoy strong growth momentum in automotive Tcon. Particularly in solutions featuring local dimming functionality, backed by hundreds of secured design-wins across a broad and diversified customer base, Himax is well positioned for sustained growth. In Q2, Himax expects Tcon to account for over 12% of total sales, with more than half contributed by automotive Tcon.

Meanwhile, head-up displays are poised to become an integral part of new-generation smart cockpits, driving demand for sophisticated Tcon technologies, an area where Himax holds a strong leadership position. Himax’s multifunctional Tcon not only delivers excellent contrast, eliminating the “postcard effect” often seen in HUDs, it also supports full-area selectable local de-warping to correct image distortion caused by windshield curvature and/or projection angle. In addition, integrated On-Screen Display function ensures that critical safety information remains visible even when the system is malfunctioning and/or powered down. Together, these features make Himax’s Tcon a compelling solution for customers’ HUD applications, as evidenced by fast expanding design-in activities with leading panel makers and Tier 1 players. This growing HUD pipeline positions Himax well for broader deployment and meaningful revenue contribution starting in 2027.