奇景光电(HIMX)
icon
搜索文档
Himax(HIMX) - 2024 Q1 - Quarterly Report
2024-02-06 00:00
EXHIBIT 99.1 Himax Technologies, Inc. Reports Fourth Quarter and Full Year 2023 Financial Results; Provides First Quarter 2024 Guidance Q4 2023 Revenues and EPS Both Beat Guidance, Gross Margin In-Line Guidance Range Issued on November 9, 2023 Company Q1 2024 Guidance: Revenues to Decline 9% to 16% QoQ, Gross Margin is Expected to be around 28.5%, Profit per diluted ADS to be around 2.0 Cents to 5.0 Cents Q4 2023 revenues were $227.7M, a decrease of 4.5% QoQ, exceeding the guidance range of a 5.0% to 11.0% ...
Himax Technologies, Inc. Schedules Fourth Quarter and Full Year 2023 Financial Results Conference Call on Tuesday, February 6, 2024 at 8:00 AM EST
Newsfilter· 2024-01-19 16:30
TAINAN, Taiwan, Jan. 19, 2024 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (NASDAQ:HIMX) ("Himax" or "Company"), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Tuesday, February 6, 2024 at 8:00 a.m. US Eastern Standard Time and 9:00 p.m. Taiwan Time to discuss the Company's fourth quarter and full year 2023 financial results. Tuesday, February 6, 2024 U.S. 8:00 a.m. EST Taiwan ...
Himax Technologies, Inc. Schedules Fourth Quarter and Full Year 2023 Financial Results Conference Call on Tuesday, February 6, 2024 at 8:00 AM EST
GlobeNewsWire· 2024-01-19 16:30
TAINAN, Taiwan, Jan. 19, 2024 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (NASDAQ:HIMX) ("Himax" or "Company"), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Tuesday, February 6, 2024 at 8:00 a.m. US Eastern Standard Time and 9:00 p.m. Taiwan Time to discuss the Company's fourth quarter and full year 2023 financial results. Tuesday, February 6, 2024 U.S. 8:00 a.m. EST Taiwan ...
Himax Teams Up with DESMAN to Unveil Revolutionary High-End Smart Door Locks at CES 2024
Newsfilter· 2024-01-04 17:15
TAINAN, Taiwan and ZHEJIANG, China, Jan. 04, 2024 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (NASDAQ:HIMX) ("Himax" or "Company"), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, and Zhejiang DESMAN Intelligent Technology Co., Ltd. ("DESMAN"), a Chinese leading brand in the smart door lock market, today jointly announced an advanced high-end smart door lock to be unveiled at CES 2024. The innovative Shotax Sentinel Cat Eye smart door lock features Himax's W ...
Himax Technologies Stock Is Poised To Rise Again
Seeking Alpha· 2023-12-31 10:57
CharnW/iStock via Getty Images My Thesis Thanks to its improving fundamentals, cheap valuation, and industry tailwinds, I believe Himax Technologies, Inc. (NASDAQ:HIMX) stock is well-positioned to rally in the coming months. My Reasoning Founded in 2021, Himax Technologies, Inc. is a Taiwanese semiconductor company specializing in display imaging processing technologies. It produces display driver ICs, timing controllers, touch sensor controllers, and other components for various electronic devices. The com ...
Himax to Feature Exclusive Next Gen Color Sequential Front-Lit LCoS and 3D Sensing Technologies at CES 2024
Newsfilter· 2023-12-22 20:30
TAINAN, Taiwan, Dec. 22, 2023 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (NASDAQ:HIMX) ("Himax" or "Company"), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced the Company will feature live showcases of its next generation proprietary ultra luminous Color Sequential Front-Lit LCoS and agile 3D Sensing technologies in a range of immersive AR applications at CES 2024, the largest consumer electronics show in Las Vegas, U.S.A. from January 9 – 1 ...
Himax(HIMX) - 2023 Q3 - Earnings Call Transcript
2023-11-09 23:36
财务数据和关键指标变化 - 第三季度收入为2.385亿美元,环比增长1.5%,同比增长11.6%,超出公司此前预期的环比下降7%至持平的指引范围 [15] - 第三季度毛利率为31.4%,大幅提升自上季度的21.7%,达到公司预期区间的上限30.5%-32%,主要得益于汽车业务的出色表现以及去除了上季度与终止部分高成本晶圆代工协议相关的一次性费用 [16] - 第三季度每股摊薄收益为0.064美元,超出公司预期区间0.015-0.06美元 [17] 各条业务线数据和关键指标变化 大尺寸面板驱动IC业务 - 第三季度大尺寸面板驱动IC收入为4,370万美元,环比下降3.7%,但同比增长5.9% [17] - 大尺寸面板驱动IC销售占总收入的比重为18.3%,上季度和去年同期分别为19.3% [17] 小尺寸面板驱动IC业务 - 第三季度小尺寸面板驱动IC收入为1.511亿美元,环比增长7.2%,同比增长13.9%,超出公司预期,主要得益于汽车和TDDI产品的出色表现 [18] - 第三季度汽车驱动IC销售实现了较好的双位数环比增长,得益于TDDI和传统DDIC的强劲需求 [18] - 第三季度智能手机和平板电脑驱动IC销售则分别环比下降双位数和中个位数 [18] - 第三季度汽车业务占总收入近45%,成为公司最大收入来源 [19] 非驱动IC业务 - 第三季度非驱动IC收入为3,370万美元,环比下降14.4%,但同比增长9%,超出公司预期,主要得益于WLO和CMOS图像传感器出货量的增加 [20] - 第三季度Tcon业务占总收入超过8%,环比下降低个位数,受到大尺寸面板和平板AMOLED面板需求下降的影响 [20] 公司战略和发展方向及行业竞争 - 公司在汽车显示领域保持主导地位,并成为全球首家量产LTDI的公司,进一步巩固了市场份额领先地位 [19][34][41] - 公司正在加强与Nexchip的合作,扩大汽车驱动IC的供应渠道,优化成本结构,以应对汽车市场的快速增长 [36] - 公司在AMOLED驱动IC、智能图像传感和AI处理器等新兴领域持续投入,为未来发展奠定基础 [46][51][58] 管理层对经营环境和未来前景的评论 - 第四季度公司预计收入将环比下降5%-11%,毛利率预计在30%左右,受到宏观环境和客户谨慎的影响 [30][33] - 公司在汽车显示业务的中期前景依然乐观,将受益于TDDI和本地调光Tcon等新技术的量产放量 [34][35] - 公司正在采取多项措施降低成本,包括提升制造和运营效率,以及拓展多元化的晶圆代工和封测供应商 [36] - 公司的智能图像传感和AI处理器业务正在不断拓展,有望成为公司未来重要的增长引擎 [51][58] 问答环节重要的提问和回答 问题1 **Donnie Teng 提问** 公司第四季度的指引与当前市场环境存在一些差异,比如汽车需求在非中国市场有所下滑,但公司的指引显示汽车业务仍然较为强劲,而PC、笔记本和显示器则呈现下滑。公司如何解释这一差异? [68] **Jordan Wu 回答** 公司在汽车显示市场占据主导地位,在客户需要补充库存时,公司通常是他们首选的供应商。而在智能手机和PC市场,公司的市场地位相对较弱。第一、二季度中国实施严格的疫情管控导致汽车产业链受挫,第三季度客户开始大规模补库存,这是导致公司汽车业务在第三季度出现强劲反弹的主要原因。尽管第四季度汽车业务增速将有所放缓,但仍将保持相对稳定。相比之下,公司在显示器市场的份额较高,因此在第四季度也看到了较好的需求。总的来说,公司在不同细分市场的地位差异,是造成指引与市场整体趋势存在差异的主要原因。 [69] 问题2 **Donnie Teng 提问** 公司是否看到产品平均售价(ASP)趋于稳定,未来是否还会有进一步下降压力?同时公司与Nexchip的合作是否有助于改善毛利率? [72] **Jordan Wu 回答** 相比之前几个季度,公司产品ASP已经趋于稳定,这是因为行业库存状况已经较前期有所改善。但由于客户盈利能力仍受到压制,以及宏观环境不佳,价格压力仍将持续存在,只是不会像之前那么严重。 公司与Nexchip的合作除了在价格上带来一定优势外,在服务中国市场尤其是电动车领域也有很大帮助。长期来看,公司进一步拓展中国供应商,特别是在封测环节,有助于缓解成本压力,提升毛利率。 [73]
Himax(HIMX) - 2023 Q4 - Annual Report
2023-11-09 00:00
EXHIBIT 99.1 Himax Technologies, Inc. Reports Fourth Quarter and Full Year 2023 Financial Results; Provides First Quarter 2024 Guidance Q4 2023 Revenues and EPS Both Beat Guidance, Gross Margin In-Line Guidance Range Issued on November 9, 2023 Company Q1 2024 Guidance: Revenues to Decline 9% to 16% QoQ, Gross Margin is Expected to be around 28.5%, Profit per diluted ADS to be around 2.0 Cents to 5.0 Cents Q4 2023 revenues were $227.7M, a decrease of 4.5% QoQ, exceeding the guidance range of a 5.0% to 11.0% ...
Himax(HIMX) - 2023 Q2 - Earnings Call Transcript
2023-08-11 00:53
Himax Technologies, Inc. (NASDAQ:HIMX) Q2 2023 Earnings Call Transcript August 10, 2023 8:00 AM ET Company Participants Mark Schwalenberg - IR, MZ Group Eric Li - Chief IR and PR Officer Jordan Wu - President and Chief Executive Officer Conference Call Participants Jerry Su - Credit Suisse Donnie Teng - Nomura Securities Tiffany Yeh - Morgan Stanley **Note: Transcript provided by the Company. Operator Hello, ladies and gentlemen. Welcome to the Himax Technologies, Inc. Second Quarter 2023 Earnings Conferenc ...
Himax(HIMX) - 2023 Q3 - Quarterly Report
2023-08-10 00:00
财务表现 - Himax第三季度2023年营收为2.385亿美元,环比增长1.5%,超出了7.0%下降至持平的指导范围[1] - Himax第三季度毛利率达到31.4%,大幅提高自上一季度的低点,超出了30.5%至32.0%的指导范围[1] - Himax第三季度每股摊薄后税后利润为11.2百万美元,每股6.4美分,较上一季度的0.9百万美元或0.5美分有显著增长[1] - Himax第四季度营收预计环比下降5.0%至11.0%,毛利率约为30%,每股摊薄ADS利润约为9.0美分至13.0美分[1] - Himax第三季度非驱动业务收入为3,370万美元,较上一季度下降14.4%,但较去年同期增长9.0%[1] - Himax第三季度营运费用为6,370万美元,较上一季度增长19.8%,但较去年同期下降12.5%[1] - Himax第三季度现金流受到年度股息和员工奖金的影响,但由于主要产品线的库存大幅减少,运营现金流仍然强劲[1] - Himax预计第四季度销售增长将相对平淡,主要受到市场需求疲软和客户谨慎库存管理的影响[1] - 公司预计第四季度非驱动IC业务收入将环比下降两位数[44] - 公司预计第四季度净收入将环比下降5.0%至11.0%,毛利率将约为30%,每股收益将为9.0至13.0美分[45] - Himax Technologies, Inc. 2023年第三季度营收为717,750千美元,同比下降23.6%[doc id='52'] - Himax Technologies, Inc. 2023年第三季度净利润为10,752千美元,同比增长34.1%[doc id='54'] 汽车业务 - Himax汽车业务在第三季度表现出色,预计在未来两年内将大规模生产TDDI和局部调光Tcon,进一步巩固市场份额领先地位[1] - Himax与Nexchip在汽车领域的合作是公司多元化的代表,扩大了汽车市场的代工供应[1] - 公司在汽车显示IC市场处于领先地位,产品组合涵盖多种规格和技术,包括DDIC、TDDI、本地调光Tcon、LTDI和AMOLED[26] 资金状况 - 存货减值金额为15,813万美元[56] - 应收账款(包括关联方)增加12,641万美元[56] - 存货增加95,510万美元[56] - 现金流量从经营活动中产生135,072万美元[56] - 现金流量从投资活动中净提供65,895万美元[56] - 现金流量从融资活动中净使用91,455万美元[56] - 现金及现金等价物期初为221,581万美元,期末为147,257万美元[56]