Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HIMX
HOLDREMOVEHimax Technologies, Inc. · Technology · Taiwan · $3.6B · Avg Vol: $109M/d
Himax is a fabless display driver specialist exposed to highly cyclical consumer electronics markets, with no meaningful exposure to the advanced packaging bottleneck.
COMPANY DESCRIPTION
Himax Technologies, Inc. is a leading fabless semiconductor company specializing in the design and marketing of display driver ICs and timing controllers for a broad spectrum of consumer electronics, automotive, and industrial displays. The company holds a significant market share in critical display components, leveraging its extensive patent portfolio and strong R&D capabilities. Its competitive advantage stems from its technological expertise and deep relationships with global panel manufacturers, making it a key enabler of advanced display solutions.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.5B | 1.2B | 945M | 907M | -16.3% |
| EPS | 2.50 | 1.36 | 0.29 | 0.46 | -43.3% |
| Shares | 357M | 357M | 357M | 357M | +0.1% |
| Debt | 209M | 420M | 498M | 542M | 37.5% |
| Equity | 870M | 893M | 857M | 890M | 0.8% |
| Op CF | 388M | 83M | 153M | 116M | -33.2% |
| Inv CF | -233M | 15M | -89M | -516,000 | — |
| Fin CF | -4M | -211M | -94M | -88M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of HIMX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HIMX | Himax Technologies, Inc.(you) | $3.6B | 42 | HOLD |
| 2388.TW | VIA Technologies, Inc. | $1.4B | 42 | HOLD |
| IMOS | ChipMOS TECHNOLOGIES INC. | $2.3B | 54 | HOLD |
| 6526.TW | Airoha Technology Corp. | $3.5B | 63 | HOLD |
| 4919.TW | Nuvoton Technology Corporation | $2.6B | 57 | HOLD |
| 4979.TWO | LuxNet Corporation | $2.8B | 59 | HOLD |
| 6789.TW | VisEra Technologies Company Ltd. | $5.3B | 62 | HOLD |
| 2449.TW | King Yuan Electronics Co., Ltd. | $12.8B | 38 | HOLD |
| 3661.TW | Alchip Technologies, Limited | $11.5B | 49 | HOLD |
| 3680.TWO | Gudeng Precision Industrial Co., Ltd. | $1.7B | 58 | HOLD |
Peer medians: ROE 7.5% · P/E 34.1x · Gross margin 24.0%