Himax and AUO Partner to Unveil Ultra-Slim High-Brightness LCoS Microdisplay at CES 2026 Targeting the AR Glasses Market

Rhea-AI Summary

Himax (Nasdaq: HIMX) and AUO unveiled a proprietary front-lit LCoS microdisplay for AR glasses to be shown at CES 2026 (Jan 6–9, 2026) in Las Vegas.

The module offers a 720×720 resolution, ultralow power operation at 200 mW, peak brightness up to 350,000 nits with 1 lm output and an optical efficiency up to 1,000 nits/lm. Color reaches 140% sRGB. The display module is extremely compact: 0.09 c.c. / 0.21 g without a collimator and 0.34 c.c. / 0.79 g with a jointly developed collimator.

The partners cite advantages in thin form factor, brightness, power efficiency, and color for AR wearables. Himax will demo the product at Booth Titian 2201A.

Key Figures

Display resolution 720 × 720 New LCoS microdisplay for AR glasses

Power consumption 200 mW Ultralow power operation of LCoS microdisplay

Brightness 350,000 nits Maximum brightness of LCoS microdisplay

Optical output 1 lumen LCoS microdisplay luminous output

Optical efficiency 1,000 nits/lm Overall optical efficiency with AUO waveguide

Module volume (no collimator) 0.09 c.c. Front-lit LCoS module size without collimator

Module weight (no collimator) 0.21 grams Front-lit LCoS module weight without collimator

Color gamut 140% sRGB Color performance of LCoS microdisplay

Market Reality Check

$8.53 Last Close

Volume Volume 633,903 is below 20-day average of 1,088,735 (relative volume 0.58) ahead of this news. low

Technical Price $8.20 is trading slightly below the 200-day MA at $8.31, well below the $13.91 52-week high.

Peers on Argus

While HIMX was down 1.8% pre-news, key semiconductor peers like AOSL, LASR, NVTS, and MXL showed modest gains, with only IMOS slightly negative, suggesting a company-specific move rather than a sector-wide pattern.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 24	AI product showcase	Positive	+0.1%	Drone AI imaging solution demo for CES 2026 with edge AI processing.
Dec 01	AI health device	Positive	-0.5%	AI-enabled Pro-Eye vision-care monitor targeting eye health and myopia risk.
Nov 06	Earnings and guidance	Positive	-12.9%	Q3 2025 results beat guidance with stable Q4 outlook and solid cash.
Oct 14	AI biometric showcase	Positive	+2.1%	WiseEye palm vein authentication demo with fast, low-FAR on-device AI.
Oct 07	Earnings call notice	Neutral	-2.0%	Scheduling of Q3 2025 results conference call and webcast details.

Pattern Detected

Product and AI showcase news has often led to modest or mixed reactions, while the last earnings beat coincided with a sharper selloff, indicating occasional negative reactions to fundamentally positive updates.

Recent Company History

Over the past few months, Himax has highlighted expansion into AI imaging, biometrics, and smart displays, alongside core driver ICs. Q3 2025 results reported revenue of $199.2M, 30.2% gross margin, and an after-tax profit of $1.1M, with guidance for flat Q4 revenue and modest EPS. Multiple AI- and vision-related product showcases at events such as CES 2026 and Sectech Sweden emphasized ultralow power and smart-glasses opportunities, consistent with today’s AR-focused LCoS microdisplay announcement.

Market Pulse Summary

This announcement highlights Himax’s push into AR glasses via an ultra-slim, high-brightness LCoS microdisplay featuring 720 × 720 resolution, 200 mW power draw, and up to 350,000 nits brightness. It complements earlier AI imaging and biometric initiatives and follows Q3 2025 revenue of $199.2M with stable guidance. Investors may watch for design wins, production ramps, and how this AR platform contributes alongside automotive display ICs and other emerging smart-glasses projects.

Key Terms

lcos microdisplay technical

"Himax’s latest LCoS microdisplay with AUO’s high-efficiency waveguide"

LCoS microdisplay is a tiny, high-resolution display chip that uses a layer of liquid crystals sitting on a silicon backplane to reflect and control light for each pixel; it’s commonly used in projectors, augmented/virtual reality headsets, and compact optical systems. Investors watch LCoS technology because it can determine image quality, power use, manufacturing cost and supply constraints — like the engine in a camera that shapes performance and margins for devices that use it.

waveguide technical

"integrates Himax’s ... microdisplay with AUO’s high-efficiency waveguide"

A waveguide is a physical channel—like a hollow tube or a thin strip of material—that directs electromagnetic energy such as microwaves, radio waves or light from one point to another with minimal loss. For investors, waveguides matter because their design and quality directly affect the speed, efficiency, size and cost of products in telecom, radar, sensors and medical imaging; improvements can make devices faster, smaller or cheaper, boosting a supplier’s competitiveness.

optical efficiency technical

"it achieves an overall optical efficiency of up to 1,000 nits/lm"

Optical efficiency measures how well an optical device or system converts incoming light into useful output — for example, how much light passing through a lens, mirror, solar panel, LED or sensor is transmitted, focused, or detected rather than lost. For investors, higher optical efficiency means better performance and lower operating costs per unit of output (brighter lights, stronger signals, or more electricity from sunlight), which can drive product competitiveness, margins and revenue potential.

srgb color gamut technical

"achieving 140% sRGB color gamut coverage, producing a broad, rich spectrum"

sRGB color gamut is a widely used standard that defines the specific range of colors a screen, camera or image file can reproduce. For investors, it matters because adherence to this standard ensures consistent, predictable color across devices and marketing materials—like using the same paint recipe across stores—affecting product presentation, branding, customer perception and comparisons of device display quality.

AI-generated analysis. Not financial advice.

TAINAN, Taiwan and HSINCHU, Taiwan, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (“Himax” or “Company”) (Nasdaq: HIMX), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, and AUO Corporation (“AUO”) (TWSE: 2409), a technology-driven company advancing the frontier of display innovation, today announced the unveiling of their latest proprietary Front-lit LCoS microdisplay collaboration at the upcoming CES 2026, taking place January 6 – 9, 2026, in Las Vegas, USA. Specifically designed for AR glasses and wearable devices, the new generation LCoS microdisplay integrates Himax’s state-of-the-art LCoS microdisplay with AUO’s high-efficiency waveguide, delivering five core advantages: ultra-slim form factor, high resolution, ultralow power consumption, exceptional brightness, and vivid color saturation, marking a new milestone for AR and wearable display technology.

Himax’s latest LCoS solution sets a new industry benchmark across multiple dimensions. With a resolution of 720 × 720, it delivers sharp and detailed images even in a compact microdisplay form factor. Operating at an ultralow power consumption of just 200 mW, the LCoS microdisplay delivers up to 350,000 nits of brightness and 1 lumen (lm) output, ensuring clear and vivid image quality under a wide range of lighting conditions suit for both outdoor and everyday use. The solution showcased at CES integrates Himax’s industry-leading LCoS microdisplay technology with AUO’s high-efficiency waveguide technology. Through precise polarization alignment and an optimized optical design, it achieves an overall optical efficiency of up to 1,000 nits/lm while delivering high brightness, excellent power efficiency, and display stability under prolonged use.

In addition, the LCoS module features the industry’s most compact and lightweight design, superior color performance, and exceptional power efficiency. Without the collimator lens, the display module measures merely 0.09 c.c. in volume and weighs only 0.21 grams. When equipped with the collimator jointly developed with Giga-Image Technology, the LCoS module remains remarkably compact at 0.34 c.c. and 0.79 grams, showcasing exceptional capability in optical miniaturization and integration.

For AR wearables that require prolonged daily use, display module size and weight directly affect comfort and usability. Himax’s ultra-light design significantly reduces the burden of wearing, enhances design flexibility, and enables slimmer, more stylish device form factors. The LCoS microdisplay solution also features impressive color performance, achieving 140% sRGB color gamut coverage, producing a broad, rich, and accurate color spectrum that delivers a truly immersive AR viewing experience. These features, including thin, bright, power-efficient, and vividly colorful, are essential enablers for the mass adoption of AR glasses, bringing the technology closer to everyday life.

“AR wearables are evolving rapidly, creating strong demand for next-generation display technologies,” said Dr. Wei-Lung Liau, Chief Technology Officer at AUO. “Partnering with Himax, we’ve combined AUO’s high-efficiency waveguide with Himax’s leading LCoS display to deliver an AR solution that offers exceptional brightness, ultra-low power, and a sleek, lightweight design. This breakthrough raises the bar for comfort and visual quality, accelerating AR glasses from concept to everyday reality and ushering in a new era of smart wearables.”

Jordan Wu, Chief Executive Officer at Himax commented: “Our collaboration with AUO combines the deep expertise of both companies in optics and waveguide technologies to take LCoS technology to an entirely new level. The new-generation LCoS features ultra-slim and ultralow power designs that deliver outstanding display quality and high integration, enabling more natural and immersive visual experiences for AR and wearable devices. Backed by over a decade of mass production experience, proven partnerships with leading global brands, and a solid track record, our latest LCoS module is currently being actively evaluated by several top-tier technology companies and professional AR glasses makers worldwide, with projects progressing smoothly.”

Himax invites all interested parties to visit Booth Titian 2201A at The Venetian Expo to experience Himax’s cutting-edge LCoS display technologies firsthand. For meeting appointments or booth tour, please contact Himax_CES2026@himax.com.tw.

About Himax Technologies, Inc.

Himax Technologies, Inc. (NASDAQ: HIMX) is a leading global fabless semiconductor solution provider dedicated to display imaging processing technologies. The Company’s display driver ICs and timing controllers have been adopted at scale across multiple industries worldwide including TVs, PC monitors, laptops, mobile phones, tablets, automotive, ePaper devices, industrial displays, among others. As the global market share leader in automotive display technology, the Company offers innovative and comprehensive automotive IC solutions, including traditional driver ICs, advanced in-cell Touch and Display Driver Integration (TDDI), local dimming timing controllers (Local Dimming Tcon), Large Touch and Display Driver Integration (LTDI) and OLED display technologies. Himax is also a pioneer in tinyML visual-AI and optical technology related fields. The Company’s industry-leading WiseEye™ Ultralow Power AI Sensing technology which incorporates Himax proprietary ultralow power AI processor, always-on CMOS image sensor, and CNN-based AI algorithm has been widely deployed in consumer electronics and AIoT related applications. Himax optics technologies, such as diffractive wafer level optics, LCoS microdisplays and 3D sensing solutions, are critical for facilitating emerging AR/VR/metaverse technologies. Additionally, Himax designs and provides touch controllers, OLED ICs, LED ICs, EPD ICs, power management ICs, and CMOS image sensors for diverse display application coverage. Founded in 2001 and headquartered in Tainan, Taiwan, Himax currently employs around 2,200 people from three Taiwan-based offices in Tainan, Hsinchu and Taipei and country offices in China, Korea, Japan, Germany, and the US. Himax has 2,586 patents granted and 371 patents pending approval worldwide as of September 30, 2025.

http://www.himax.com.tw

About AUO

AUO was founded in 1996 and is an innovative, technology-oriented company that offers products and solutions with display-centric technology that push the boundaries for advanced display, smart mobility, industrial intelligence, healthcare, retail, enterprise, education and energy. The company is headquartered in Taiwan and has operations in Asia, the US, and Europe, with a global workforce of 41,000 employees. AUO is committed to ESG sustainability development and has been represented in the Dow Jones Sustainability World Index for 14 years. In 2024, AUO's consolidated net revenue was USD 8.57 billion.

Further information about AUO can be found at: www.auo.com/en-global

About Giga-Image Technology

Giga-Image Technology Co., Ltd. was established in January 2025, founded as an innovative enterprise invested in by renowned publicly listed companies in Taiwan, including Gigabyte, Sunplus, Advanced Optoelectronics, Merry Electronics, and Matsushita. The company specializes in comprehensive optical and office product design, manufacturing, and integration services. As a high-growth-potential enterprise, we boast a professional team dedicated to delivering high-quality, innovative, and reliable products to meet customer needs. By leveraging advanced technology and management models, we enhance operational efficiency and customer satisfaction, achieving sustainable growth. With the support of multiple companies, we have accelerated capital operations and expanded our business scope. Our products are widely applied in smartphones, tablets, laptops, automotive, AR, VR, smart homes, drones, conference systems, medical devices, and more.

https://giga-image.com/

Forward Looking Statements 

Factors that could cause actual events or results to differ materially include, but are not limited to, the effect of the Covid-19 pandemic on the Company’s business; general business and economic conditions and the state of the semiconductor industry; market acceptance and competitiveness of the driver and non-driver products developed by the Company; demand for end-use applications products; reliance on a small group of principal customers; the uncertainty of continued success in technological innovations; our ability to develop and protect our intellectual property; pricing pressures including declines in average selling prices; changes in customer order patterns; changes in estimated full-year effective tax rate; shortage in supply of key components; changes in environmental laws and regulations; changes in export license regulated by Export Administration Regulations (EAR); exchange rate fluctuations; regulatory approvals for further investments in our subsidiaries; our ability to collect accounts receivable and manage inventory and other risks described from time to time in the Company’s SEC filings, including those risks identified in the section entitled “Risk Factors” in its Form 20-F for the year ended December 31, 2024 filed with the SEC, as may be amended.

Himax Contacts:

Karen Tiao, Head of IR/PR
Himax Technologies, Inc.
Tel: +886-2-2370-3999
Fax: +886-2-2314-0877
Email: hx_ir@himax.com.tw
www.himax.com.tw

Mark Schwalenberg, Director
Investor Relations - US Representative
MZ North America
Tel: +1-312-261-6430
Email: HIMX@mzgroup.us
www.mzgroup.us

FAQ

What are the key display specs of Himax and AUO's LCoS microdisplay (HIMX) announced Dec 30, 2025?

The LCoS microdisplay lists 720×720 resolution, 200 mW power consumption, up to 350,000 nits brightness and 140% sRGB color coverage.

When and where will Himax (HIMX) and AUO demo the new LCoS microdisplay?

The partners will showcase the microdisplay at CES 2026 in Las Vegas, Jan 6–9, 2026, at Booth Titian 2201A.

How compact and light is the Himax LCoS module mentioned in the Dec 30, 2025 announcement?

Module volume/weight are 0.09 c.c. / 0.21 g without the collimator and 0.34 c.c. / 0.79 g with the jointly developed collimator.

What optical efficiency and lumen output did Himax and AUO report for the LCoS solution?

They report an overall optical efficiency up to 1,000 nits/lm and a stated output of 1 lm.

How does the new Himax LCoS product target AR wearables and comfort for users?

The announcement emphasizes an ultra-slim, ultra-light module and low power (200 mW) intended to reduce wearer burden and enable slimmer AR designs.

How can investors or partners arrange a meeting to see Himax's (HIMX) LCoS demo at CES 2026?

For meeting appointments or booth tours, contact Himax_CES2026@himax.com.tw as provided in the announcement.