Himax Company Overview slide image

Himax Company Overview

GROWTH OPPORTUNITY 1 TDDI Market Trends Expect higher TDDI penetration in smartphones, tablet, and auto going forward ☐ OEMs are meeting consumer demand for slimmer devices Himax TDDI Demand Forecast 2015-2022 In Millions of Units (IHS Market, 2019) ■Unit Demand in Millions Higher penetration of TDDI is refreshing smartphone and tablet life cycle, creating higher dollar content and margin opportunities In addition to TDDI growth, higher penetration of AMOLED products represents new opportunities for the segment Himax Strategies and Market Position TDDI pure in-cell solution ☐ ☐ ☐ ☐ ☐ Numerous new design-wins and shipment with top-tier smartphone and tablet makers and most panel makers in China starting Q419. Expect strong growth in 2020 and beyond In-cell TDDI becoming mainstream for tablet, Himax is the primary and sole source for non-iOS tablets. MP started for major tier-1 OEMs in 4Q19, with growth continuing into 2020 and beyond New generation FHD+ TDDI with COF package to enable super-slim bezel design for premium smartphone and tablet models The new TDDI design-wins for smartphone and tablet applications with mass shipment started late 2019, expect robust growth by increasing market share from 5% to 20% in 2020 Himax is the dominant automotive TDDI technology provider with mass production experience for leading panel makers. Although only small volume shipments in 2020, we anticipate meaningful shipment volume to ramp up moving into 2021 Higher ASP and better margin than traditional driver IC TDDI will be the biggest growth driver for Himax in 2020 900 800 700 600 500 400 300 200 50 100 2 0 743 747 695 595 450 310 2015 2016 2017 2018 2019 2020 2021 2022 TDDI Technology Enables OEMs to Manufacture Thinner, Better and Less Expensive Phones + 19
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