On June 30, 2026, Himax Technologies launched its HE Series indirect Time-of-Flight Depth Decoder ICs, offering hardware-based, high-frame-rate 3D sensing for robotics, industrial automation, and AI vision, with validation across industry-standard VGA iToF sensors and adoption by partners such as OFILM. The HE-2 variant includes a built-in RGB ISP, edge AI Neural Processing Unit, and RGB-D fusion engine. The HE Series launch supports Himax’s thesis of broadening non-driver IC exposure into robotics and industrial AI, but does not remove near-term risks tied to trade uncertainty, delayed customer orders, or rising operating expenses. The announcement connects with Himax’s recent T2000 Color ePaper controller win with E Ink, underscoring a push into higher-value system-level solutions. Himax’s narrative projects $1.5 billion revenue and $262.6 million earnings by 2029, with some analysts expecting about US$1.6 billion in revenue and US$318.3 million in earnings.