Himax Company Overview
GROWTH OPPORTUNITY 1
TDDI
Market Trends
Expect higher TDDI penetration in smartphones, tablet, and auto
going forward
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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
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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
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2015 2016 2017 2018 2019 2020 2021 2022
TDDI Technology Enables OEMs to Manufacture
Thinner, Better and Less Expensive Phones
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