E Ink Holdings says that the increase in memory prices is reducing the demand for eReaders and eNotebooks, and the company has revised its revenue forecast, saying it sees a growth of 10-15% in 2026, down from its previous forecast of 20-25%.

In fact, E Ink's sales to eReader and eNotebook will see a "double-digit decline" in 2026. But in its other business segments, mainly electronic shelf labels, the company still sees healthy growth, thanks to accelerating adoption of ESLs by large-scale US and European retailers.
In addition, demand for 8-inch to 15-inch digital signage is robust, while demand for 32-inch digital signage fell short of company expectations due to affordability issues.
Posted: Aug 14,2026 by Ron Mertens