Himax Technologies confirmed that its long‑standing collaboration with FOCI Fiber Optic Communications in the co‑packaged optics (CPO) arena remains active and is progressing toward commercial deployment. The partnership leverages Himax’s proprietary wafer‑level optics (WLO) nano‑imprinting technology, which enables the integration of optical transceivers directly onto silicon chips, a key capability for high‑bandwidth data‑center and high‑performance computing (HPC) workloads.
The first‑generation CPO solution is currently undergoing validation with a group of key customers and partners, and Himax and FOCI have set a target for mass‑production readiness in 2026. This milestone aligns with the projected growth of the silicon photonics market, which is expected to reach $13.3 billion by 2032, and the CPO market, projected to exceed $1.2 billion by 2035. By securing a foothold in this space, Himax aims to diversify beyond its traditional automotive display driver business and capture a share of the expanding optical interconnect market driven by AI and HPC workloads.
Financially, Himax’s Q4 2024 revenue of $237.2 million reflected a 4.2% year‑over‑year increase, with a gross margin of 30.5%. The company’s automotive display driver segment grew nearly 20% YoY in 2024, underscoring the strength of its core business while the new CPO initiative represents a strategic growth engine. Management emphasized that the partnership’s progress removes uncertainty about Himax’s silicon photonics trajectory, reinforcing confidence in the company’s long‑term execution plan.
The announcement also clarified that the partnership had not been altered, countering recent media reports that suggested a potential change. By reaffirming the collaboration, Himax addressed investor concerns about a potential disruption to its high‑growth strategy, thereby supporting the company’s broader shift toward advanced optical solutions for AI and HPC markets.
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