Himax Technologies, Inc.

Timing Controller (Tcon)

Himax anticipates Q4 2026 Tcon sales to increase by high single digit quarter-over-quarter. Himax’s automotive Tcon business is expected to deliver low teens growth in Q4, marking the third consecutive quarter of strong quarter-over-quarter growth despite subdued demand in the broader automotive market. The sequential growth is supported by continued shipments of the Company’s legacy products to a broad and diversified customer base, along with the ramp-up of several new projects. Notably, one is for a U.S. Big Tech for its robotaxi offering, underscoring the broadening application of Himax’s automotive Tcon solutions beyond conventional passenger vehicles. The Company’s full-year 2026 automotive Tcon sales are on track to grow by over 40% with another strong growth expected next year.

With automotive Tcon adoption still largely concentrated in premium vehicles, Himax sees significant room for broader market penetration. At the same time, Himax holds a leading market position in the growing adoption of advanced HUDs where Himax’s automotive Tcon solutions are widely adopted to address complex issues of de-warping and post card effect elimination which are unique to HUDs. Together, these trends position Himax well to deliver another year of strong automotive Tcon growth in 2027 and beyond.

During the quarter, Himax also introduced its groundbreaking multi-output Tcon solution, designed to support next-generation free-form, ultra-wide, and high-resolution automotive displays. Featuring a high-speed eDP input and up to eight LVDS outputs, the solution supports resolutions of up to 12K and incorporates advanced image enhancement capabilities, including local dimming and HDR (high dynamic range). It also integrates built-in automotive safety features such as failure detection and on-screen display (OSD) for safety alerts and fault notifications. The solution simplifies system architecture, enhances design flexibility, and reduces overall costs, making it a compelling choice for next-generation automotive display applications ranging from HUDs to pillar-to-pillar displays. Its strong market appeal is already reflected in the design-in momentum with leading panel makers and Tier 1 players globally. This new solution demonstrates Himax’s continued execution on its technology roadmap and reinforces the Company’s leadership in advanced automotive display solutions.