E Ink Holdings says that it expects its revenue to decline slightly in the second half of 2025, as some of its eReader customers are likely to reduce orders as there are concerns over US tariffs. Next year, though, E Ink expects an improvement.
E Ink's Q2 2025 revenues reached $354 million, higher than the previous quarter, driven by higher demand for color panels as device makers are transitioning from monochrome displays to color displays. The company's production lines are currently fully utilized, and the company cannot supply all of its demand. E Ink's net profit in the quarter grew 47% to reach almost $100 million USD.
E Ink has finalized the construction of a new production line, the H5 line, which is expected to start mass production by end of September.
E Ink is increasing its activities in the US. It is investing in its R&D team in San Jose, California, and is also looking at building a pilot line there.