$奇景光电(HIMX)$  左三年 右三年 不如不见面 渣渣

Gus Richard

This year. Correct. I believe you said in your prepared remarks that that you would start to see revenue in the fourth quarter and I was just wondering if you could provide a little more color around that.

Jordan Wu

I am afraid it’s obviously too early to provide the so guidance on the revenue potential for the fourth quarter or even next year. I think we have said that there will be limited adoption in 2018. The thing is that development, especially on the software side, to finalize everything, including the most important online payment, secure online payment, is, I said earlier, is more challenging than we anticipated.

But I think, I mean, our job, Himax’s job is primary to provide the total solution hardware, which we said earlier, we believe is mass production rate in, I think the thing is, we need to get the hardware ready before our ecosystem partners and our customers get to the next steps, including among others, ported to the various platforms and facial recognition and finally secure online payment to get a certification.

So, we said earlier that we expect from the existing, deciding customers, their mass production timetable be Q1 next year, given the lead time required, there is good potential that we will start to make shipments to such customers towards the end of the year. I think it is fair to say that projection is a bit difficult to make right now, because I mentioned earlier, there are three approaches of next generation biometric authentication to replace the existing capacity fingerprint.

The thing is, the customers right now are invariably in all three, many leading customers that we are seeing, so we actually took into certain customers on all three approaches and they are, where they are, some of them are having real projects for all the three technologies right now. They are, in the meantime, evaluating the pros and cons of each approach and trying to determine, which technology should be placed with which model at which time.

And that makes our so called projection, early projection a bit more difficult than usual. But I think, so I’m afraid to say that we are reluctant to give indication for the revenue potential for Q4, but if everything goes as planned, we do expect explosive growth for next year. As far as the relative waging of the three technologies, and three approaches and which customer and which model will adopt which technology, I think it’s all being developed right now and so while we have very strong confidence that all the three will have tremendous growth and certainly mass production in next year, but and also we are confident that we will be at least production ready towards the end of this year, but as far as the short term Q4 revenue potential is concerned, I think we are reluctant to make indication at this stage.