Heard from analysts that Himax doesn’t have OLED DDIC nor OLED TDDI, only LCD DDIC and TDDI. Himax is and continue to lose TDDI business to Novatek, Focaltek and now to Illitek. Himax only have 5% market share, the other 95% are split between Nova, Synaptics on FHD, Focal and Illitek on HD.
They will not have any TDDI rebound in Q1. They have no design wins now which is when customer decide their suppliers for next year, they will have very limited growth in 2020 when traditional DDIC drop another 50%. More production for Himax competitors, Himax has no TDDI purchase order nor design wins, new production useless. All 5G phones will be on OLED panel using OLED DDIC that Himax doesn’t have.
kingsleythesecond
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Zack is a blog, CS is a real licensed research firm.
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Analysts just lowered the target price to $2 with a SELL rating. Not working with Apple nor SS nor any smartphone OEM on 3D, no LCOS, no buyouts. Loss widening! Stock will trade at $1.6 very soon.
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Get real. Who will buy a company losing $25m this year and another $40m 2020? Especially China customers start to use their own local DDIC suppliers. No joke. Don’t spread the rumor. No buyouts!
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All covering analysts ratings from sell to hold at 2.00-2.5, why would it break $3? It should trade at 80% of target price.
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Heard from analysts that Himax doesn’t have OLED DDIC nor OLED TDDI, only LCD DDIC and TDDI. Himax is and continue to lose TDDI business to Novatek, Focaltek and now to Illitek. Himax only have 5% market share, the other 95% are split between Nova, Synaptics on FHD, Focal and Illitek on HD.
They will not have any TDDI rebound in Q1. They have no design wins now which is when customer decide their suppliers for next year, they will have very limited growth in 2020 when traditional DDIC drop another 50%. -
Himax has too much capacity, no PO. Tsmc, UMC new allocation doesn’t help Himax’s situation of losing both LDDIC and TDDI customer to competitions, no new design wins. Weak Q4 and 2020.
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Their LCOS HUD automotive customer filed for bankruptcy in September, so that means no LCOS business for auto anymore ...https://techcrunch.com/2019/09/12/another-high-flying-heavily-funded-ar-headset-startup-is-shutting-down/
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All Himax competitors got new design wins from customer while Himax lost.
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Watch out! Pump and dump!
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Thumbs up
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Feel a rebound is coming ..
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