EIH reports strong demand for electronic shelf label, e-reader and signage displays

E Ink Holding's president Johnson Lee says that EIH expects to enjoy strong sales in Q4 2018 - and the growth momentum will continue in 2019. The increased sales will be driven by strong demand for electronic shelf label (ESL) products. Q4 revenues are expected to be

EIH's current production capacity is fully booked - and even though the company is increasing its capacity at its Linkou Taiwan plant, this will not be enough to meet the surging demand. EIH is now considering converting some of its production capacity at its US plant to produce ESL displays (the fab is currently exclusively making e-reader displays).

BOE demonstrates E Ink smart label displays

China-based display maker BOE demonstrated smart label displays using what seems to be E Ink displays:

BOE E ink smart lables (BOE IPC-2018)

This is the first time we hear of any E Ink project by BOE (one of the world's largest display producers). This demonstration was part of BOE's Global Innovation Partner Conference 2018 (BOE IPC-2018).

E Ink and Fujitsu Semi to co-develop battery-less energy-harvesting e-paper label reference board design

E Ink Holdings announced a new collaboration with Fujitsu Semiconductor to co-develop a reference design board for battery-less e-paper labels. The new board will be based on Fujitsu's UHF FRAM RFID LSI. Toppan Printing will also be a partner in this project.

The design board will use energy-harvesting technologies that will enable it to connect over distances of up to 20 cm without a power source. The companies target applications such as badges, ID cards, electronic shelf labels and logistics tags.

E Ink Holdings says ESL and e-notebook display shipments growth will offset the expected decline in e-reader display shipments in 2018

E Ink Holdings estimates that its 2018 revenues will be little changed from its 2017 revenues (of about $495 million) as growth in ESL and e-notebook revenues will offset the decline in e-reader demand.

E Ink says that its e-reader customers are "adjusting their product portfolios to changing demand" in 2018 - which reduces demand for new devices and thus demand for its e-reader E Ink displays. Next year, however, e-reader market growth is expected to resume.

E Ink says shelf labels displays will outsell e-reader displays by area in 2018

E Ink Holdings' president, Johnson Lee, says that demand for electronic shelf labels (ESL) displays is high - and in 2018 the company expects ESL displays to surpass e-reader displays in terms of area shipments.

This is very good news for EIH as the e-reader market has stagnated for years - and it is rather surprising for many as we have all been used to consider e-readers to be the main market for e-paper displays.

E Ink invests 26 million Euro in digital price tags developer SES-imageotag

E Ink Holdings announced a strategic collaboration with SES-imagotag, a developer of digital price tags. As part of this collaboration, E Ink invested 26 million Euro in SES, as it aims to expand its presence int he retail IoT market.

E Ink and SES-imagotag have collaborated for years, and implemented E Ink's Tri-color Spectra displays into shelf labels. This new industrial and sales partnership aims to accelerate broader adoption of electronic paper in smart retail applications.

EIH sales rise 7.8% in Q3 to reach $158 million

E Ink Holdings (EIH) reported its financial results for Q3 2017, with revenues of $158.8 million (up 7.8% from Q3 2016 and 29.8% from Q2 2017) and a net profit of of $38.8 million.

Bookeen Saga photo

E Ink says that these excellent results were due to a sharp increase in e-reader and e-paper notebook sales and improvements in operation efficiency and production yields. E-reader and notebook sales accounted for 70% of EIH's revenues.

Q&A with Sri Peruvemba, Visionect's new board member and E Ink veteran

Sri Peruvemba sketchVisionect recently appointed Sri Pervuemba to its board of directory. Sri is a long time display veteran and was E Ink's chief marketing manager for over 10 years. Sri is also a good friend and has been supporting E-Ink-Info from its launch. Sri was kind enough to answer a few questions we had regarding the e-paper market and Visionect's technology and platform.

But first, an official bio: Sri Peruvemba is the CEO of Marketer International. His 25 years of experience in the electronics industry include marketing LCD, CRT, TFEL, OLED, LED, Plasma and ePaper displays into the consumer, mobile, industrial, medical, signage and TV markets. He earned a BSEE, a MBA and a Post Graduate Diploma in Management. He was previously CMO for E Ink and also held senior level positions at Sharp Corp, TFS Inc., Planar Systems and Suntronic Technology. Peruvemba currently serves as Director on the Board of Visionect Inc., as well as on the board of the Society for Information Display(SID).

E Ink Holdings sees increase ESL and e-reader sales

E Ink Holdings reported its financial results for Q2 2017. E Ink's revenues were $121 million USD while profit totaled $31 million USD. EIH's gross margin increased from 35.1% in Q2 2016 to 39.5% in Q2 2017.

E Ink expects that electronic shelf labels sales will continue to grow in the rest of 2017. A report from China suggests that E Ink has orders from Amazon, the Alibaba Group and China-based jd.com. The same report also says that e-reader sales are expected to finally grow again as these readers are now entering the Chinese and Indian markets.