Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Himax Vs. Novatek Long/Short: Display Industry Inventory Normalized, Growth Expected for 2024E

Novatek (3034.TT): Reserved IPhone 16 DDIC for 3Q24F Shipment; 1Q24F Outlook Bright.

Largest Display Driver Maker in the World's Guidance Implies Growth Reversal Coming in Feb & March

Novatek (3034.TT): It's the Low Season in 1Q24F; AI Is Gradually Added to Different Applications.

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

Himax Technologies Inc Adr / Equity Bottom-Up

<ul>
<li>Readthrough: Automotive Applications End-Demand -- China Market Soft But Touch and Dimming Technology is Expanding</li>
<li>Readthrough: Panel Makers Constraining Supply in 1Q24 to Protect Pricing</li>
<li>Readthrough: Customers Are Restocking Notebooks in 1Q24E, PC Replacement Cycle is Coming</li>
</ul>


Readthrough: Automotive Applications End-Demand -- China Market Soft But Touch and Dimming Technology is Expanding
Readthrough: Panel Makers Constraining Supply in 1Q24 to Protect Pricing
Readthrough: Customers Are Restocking Notebooks in 1Q24E, PC Replacement Cycle is Coming


Himax: Industry Readthrough for Automotives, Notebooks, and Edge AI Applications