It looks like Himax is going to enter a period of more sustained growth, with most of its traditional products growing in the second half. More importantly, next year the company has multiple opportunities in high-growth markets with products commanding high ASPs and margins. So we think a sense of cautious optimism is warranted here […]
Entries Tagged as 'HIMX'
May 27th, 2018 · Comments Off on The Stars Are Aligning For Himax
April 18th, 2018 · Comments Off on Himax In Transition, Is There Light At The End Of The Tunnel?
Himax looks to be set to move to the non-display driver business in a more serious way with a large CapEx program and an acquisition. It is gearing up investments for the 3D sensing business and IoT vision. Revenues are not immediately expected, but from the second half onwards, things could become interesting. They’ll need […]
July 31st, 2017 · Comments Off on 4 Companies Which Stand To Benefit From 3D Sensing
The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]
April 1st, 2017 · Comments Off on Himax: Left Behind In The Trump Rally No More
Himax experienced a number of mostly temporary setbacks and the shares plunged to $5. However, the recovery in the share price has been almost as fast, the shares have rallied 50% in a couple of weeks. While Himax does have interesting new products, some of the headwinds aren’t gone and we think most of the […]
December 15th, 2016 · Comments Off on Left Behind In The Rally: Himax
August 24th, 2016 · Comments Off on Himax Has Unique Growth Opportunities In Virtual Reality