E Ink Holdings

E Ink Holdings, said that it expects its revenue and profits to both reach record highs in the next three years, as there's rising demand for large signage displays, and also strong demand for ESLs and color e-readers. 

E Ink is planning to build a new production line (which will be called H6) to expand its capacity, targeting large e-paper signage displays. The total investment in the new fab, which will be in Taoyuan, Taiwan, will be around $107 million.

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 announced a collaboration with Realtek Semiconductor to unveil the second-generation System-on-Panel (SoP) electronic shelf label (ESL) reference design.

E Ink says that this new design is an innovation solution simplifies ESL development, significantly reducing the barrier to entry. Under identical display areas, the new-generation design achieves approximately a 30% reduction in thin-film transistor (TFT) size and a 50% decrease in flexible printed circuit (FPC) dimensions. This enables streamlined ESLs with slimmer borders perfectly suited for diverse retail environments.

Automotive technology solutions developer Antolin announced a strategic partnership with E Ink, to integrate E Ink’s Prism ePaper technology into vehicle interiors. The company aims to "significantly enhance user experience" and optimize energy efficiency. 

E Ink Prism panels use colored particles which are electronically controlled and enables the creation of dynamic surfaces with endless experiential designs that can change color and patterns on demand or automatically based on functionality, such as alerts or call notifications. 

Digital signage innovator Praevar launched a new family of signage solutions based on E Ink displays. These ePosters are all based on 32-inch 2560x1440 E Ink Spectra 6 displays, engineered for indoor advertising and retail environments.

Praevar says that these ePoster are designed as a smart replacement for traditional paper posters, combining vibrant, full-colour displays with impressively low power consumption, helping businesses reduce their carbon footprint while delivering an eco-friendly and energy-efficient alternative to static signage.

E Ink announced a partnership with Delvaux to show new handbag designs covered with E Ink Prism 3 panels. 

The new Helios capsule designs merge traditional textiles with E Ink's innovative technologies. Delvaux says it imagined redefining what luxury can be. Over the past two years E Ink and Delvaux have worked closely together to push the boundaries of technology – ultimately creating a product that weaves material innovation and leather mastery together to create a completely unique and personalized experience.

E Ink Holdings took part in Displayweek 2024, showing its latest ePaper displays and panels, and solutions:

As always, E Ink took a visible role at the event, sponsoring the I-Zone and with a large number of employees at the exhibition floor. 

E Ink Holdings says business is recovering gradually from an inventory correction cycle. Demand for E Ink displays has risen, mainly due to the adoption of new color EPD displays for e-readers and electronic shelf labels (ESLs). The company believes that the first quarter of 2024 will be its lowest point in the year, and revenues will start rising in Q2 and onwards.

E Ink further says that many ESL customers are expected to increase orders in the third quarter of 2024, and a large retailer in North America has started replacing paper labels with ESLs. This could be Walmart as we published last year. 

E Ink Holdings says that Walmart has decdied to deploy electronic shelf labels at 500 stores in the US. The first stage will call for the installation of 60 million panels, in the next 12-18 months, and will be handled by E Ink's partner, SES-imagotag.

E Ink sees growing demand for its displays, and is planning a multi-year capacity expansion plan. The company expects its revenues next year to increase sharply following Walmart's orders, and it also expects a modest increase in 2023. 

E Ink launched a new generation of its full color Spectra ePaper display technology, called the E Ink Spectra 6. Targeting in-store advertising, indoor signage and paper sign replacements in general, the Specra 6 offers "a level of color saturation and vividness never before seen in a reflective display".

E Ink Spectra 6 offers a resolution (density) of 200 PPI, a contrast ratio of 30:1 and an operating range of 0-50 degrees Celsius. E Ink Spectra 6 will be offered in a variety of display sizes, and can create a partial image flashing effect, called E Ink Sparkle, which enhances the effect of advertising messages through motion.