In today’s briefing:
- Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead
Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead
- Himax shares have performed relatively well during December but have still significantly underperformed other fabless Media IC names over the last six months.
- Comparing results data across all names, Himax has exhibited relative strength in Display IC revenue thanks to its strong position supplying automakers with automotive display technology.
- Himax will be speaking at Nomura’s CES 2024 event and presenting its new edge AI camera products; This creates potential for positive news flow within two weeks.