Northland analyst Tome Sepenzis said a number of Chinese handset OEM's have slowed down new ordering, particularly in the TDDI segment. The analyst believes there could be some near-term weakness in the small/medium driver business with a pick up later in the year. As a result, Sepenzi believes Himax could report June revenues in the low $150M range, versus consensus of $153M, with potential September guidance lower as well. If the stock weakens in the near-term, Sepenzis would use it as a buying opportunity and reiterates his Outperform rating and $10 price target on Himax.