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    How Himax’s CES 2026 WiseEye And AR Wearables Push At Himax Technologies (HIMX) Has Changed Its Investment Story

    Simply Wall St·01/04/2026 20:32:11
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    • Himax Technologies recently announced it will showcase its broad portfolio of ultralow power WiseEye AI, automotive display ICs, and next-generation Front-lit LCoS microdisplays at CES 2026 in Las Vegas, highlighting applications across smart home, security, automotive, AI PCs, AR glasses, and industrial sensing.
    • A particularly interesting angle is Himax’s push into AR wearables and endpoint AI, where its combination of display, optics, and on-device intelligence aims to enable all-day, always-aware devices with very low power use.
    • We’ll now explore how this CES spotlight on WiseEye endpoint AI could influence Himax’s existing investment narrative and future opportunities.

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    Himax Technologies Investment Narrative Recap

    To invest in Himax, you need to believe its mix of display ICs, optics, and ultralow power AI can turn early design wins in autos, PCs, and AR wearables into durable, higher margin revenue. The CES 2026 spotlight on WiseEye and Front-lit LCoS reinforces that longer term story, but does not materially change the near term picture, where the key catalyst is still execution on automotive and endpoint AI ramps, and the main risk remains uneven demand and pricing pressure in core consumer and auto markets.

    The recent CES 2026 reveal of Himax’s Front-lit LCoS microdisplay with AUO for AR glasses is especially relevant here, because it directly links to the company’s catalyst around smart glasses and next generation wearables. If those AR collaborations and WiseEye design-ins move from showcase to broader customer adoption, they could gradually reduce Himax’s reliance on more cyclical automotive and consumer display orders, even though those emerging products are still in early, validation-heavy phases.

    Yet beneath the CES headlines, investors should be aware that rising operating expenses and falling margins could still...

    Read the full narrative on Himax Technologies (it's free!)

    Himax Technologies' narrative projects $1.1 billion revenue and $139.3 million earnings by 2028.

    Uncover how Himax Technologies' forecasts yield a $8.54 fair value, in line with its current price.

    Exploring Other Perspectives

    HIMX 1-Year Stock Price Chart
    HIMX 1-Year Stock Price Chart

    Seven fair value estimates from the Simply Wall St Community span roughly US$1.88 to US$91.18 per share, showing just how far apart individual views can be. Against that backdrop, Himax’s push into automotive display ICs and WiseEye powered AR wearables could be a key factor that different investors weigh very differently when thinking about the company’s future performance.

    Explore 7 other fair value estimates on Himax Technologies - why the stock might be worth over 10x more than the current price!

    Build Your Own Himax Technologies Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.