E Ink Holdings - e-paper-products - 500 Beiträge pro Seite

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...bin über eine Lux Research Studie drauf gestossen: https://portal.luxresearchinc.com/reporting/research/report_…


Soweit ich das verstehe, geht es um flexible Elektronik.

Wird bei mir in den Dunstkreis Universal Display, Novaled, etc, einsortiert.

Watchlist

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2011-11-08
HSINCHU, Taiwan, November 8, 2011 – E Ink® Holdings, the leading developer and marketer of electronic paper display (EPD) technologies, today announced it has reached $1 Billion (NT$ 30 billion) in revenue for 2011. Its consolidated October revenues reached NT$ 5.329 billion, representing a growth of 93% as compared to that in October 2010, and a growth of 16% as compared to September 2011. Accumulated sales from January to October totaled NT$ 33.271 billion, representing a growth of 83% over the same period in 2010. The Company achieved this milestone in less than four quarters due to increasing sales of its ePaper displays from customers including Hanvon, Plastic Logic, Bookeen, Amazon, Barnes & Noble, Kobo and Sony.

"Despite the difficult economy, sales of our ePaper and LCD displays continue to rise due in part to the new wave of eReaders and tablets debuting just in time for the holiday season," said Scott Liu, Chairman of E Ink. "We also see tremendous opportunity for our Triton color displays for eTextbooks that we believe will transform education."

E Ink continues to revolutionize the display industry with its ePaper displays that deliver high-contrast, sunlight readability and low-power performance, further closing the digital divide between paper and electronic displays. In October, E Ink's Triton™ color display was a winner of the prestigious Wall Street Journal 2011 Technology Innovation Awards in the consumer electronics category.

In addition to ePaper display products, E Ink's LCD business has also seen growth, with major customers recently releasing price-competitive tablet PCs using FFS wide viewing angle technology by Hydis, E Ink's subsidiary in South Korea. The Company expects tablets and eReaders to be complementary products, with tablets offering mobile multimedia interactivity, and eReaders offering the paper-like experience and long battery life needed for immersive reading.

About E Ink Holdings
Founded in 1992 by Taiwan's leading papermaking and printing group YFY (1907.TW), E Ink Holdings Inc. "E Ink" (8069.TW) is the pioneer of TFT and ePaper business in Taiwan. Its corporate philosophy aims to deliver revolutionary products, user experiences, and environmental benefits through advanced technology development. This vision has led to its continuous investments in the field of ePaper display as well as its 2008 acquisition of Hydis Technologies, manufacturer of the world's best wide viewing angle LCDs and its 2009 acquisition of E Ink Corp., the worldwide leader in ePaper. Listed in Taiwan's GreTai Securities Market and the Luxembourg market, E Ink is now the world's largest supplier of displays to the eBook market. For corporate information, please visit http://www.einkgroup.com/; for EPD information, please visit http://www.eink.com/ / tw.eink.com; and for FFS information, please visit http://www.hydis.com/.

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von Google finance:

Company Description

E Ink is revolutionizing e-reading. The company develops electronic ink technology used in electronic displays. The ink is printed onto plastic film and contains microcapsules full of positively or negatively charged particles, which form images when an electrical current is applied. The technology, which has the advantage of being visible in direct sunlight, has been used in such applications as signage, mobile phones, electronic readers, and watches. Amazon.com, Barnes & Noble, and Sony all have products based on E Ink's technology. The company was acquired by Taiwan-based Prime View International in 2009 for $215 million. Prime View changed its name to E Ink Holdings the following year.

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Antwort auf Beitrag Nr.: 42.615.981 von R-BgO am 19.01.12 12:59:09

da der Link nicht funzt, hier ein kurzes copy-paste aus einer mail an mich:

There’s been no shortage of investment in printed, flexible, and organic electronics aimed at driving next-generation displays, organic photovoltaics (OPV), transparent conductive films (TCFs), smart packaging, and thin-film batteries. Yet, challenged by the inherent technical hurdles and long development cycles, few firms have turned their potential into big cash returns. Those that eventually succeed will do so by building partnerships today that pool expertise in materials, equipment and device development.

This week’s graphic expressly focuses on display developers, and applies the Lux Innovation Grid to show how potential partners compare in technical value and business execution. The field encompasses more mature technologies, like small molecule organic light-emitting diode (OLED) and electrophoretic displays, in addition to emerging technologies, including electrochromic and electrofluidic displays.

A glance at companies comprising the Dominant Quadrant clearly illustrates that OLED materials and equipment have a clear headstart over more emergent technologies like electrochromic and electrofluidic displays. OLED displays have found success thus far primarily in mobile displays, but development of larger displays like televisions is underway. Notable players include materials developers like Universal Display Corporation (UDC) and Novaled, in addition to equipment makers like Kateeva. These companies also comprise the majority of the "Positive" takes on the chart due to the strength of OLED technologies in general and the solutions that these companies can provide.

E Ink stands out for its Technical Value and Business Execution. The former derives from its high score in technology and intellectual property, the latter from its strong partnerships and management team. In addition, E Ink scores the only "Strong Positive" on our chart. This lofty position should not come as a surprise, since E Ink has a nearly 100% market share of the electrophoretic market, which is commonly found in e-readers like the Amazon Kindle.

Emerging reflective and flexible technologies are High-potential. Particularly for OLEDs, the transition to flexible displays requires new materials and substrates to protect the OLEDs from atmospheric contamination. New materials such as flexible glass from Corning Display or barrier films for plastic substrates from Tera-Barrier can enable flexible OLEDs.

Emerging reflective displays, like electrofluidic displays from Gamma Dynamics and cholesteric liquid crystal displays (LCDs) from Kent Displays, also fall into the High Potential category. Competing with electrophoretics will not be easy for the reflective technology developers, as both companies score above 3 on Technical Value, but below 3 on Business Execution - due to low scores on barriers to growth and revenue per employee.

Source: Lux Research report " Finding the Winning and Losing Companies in Printed, Flexible, and Organic Electronics" (client registration required). To learn more about this graphic and related intelligence from Lux Research, click here or email Carole Jacques.

[baggo-mh]

Hi R-BgO,

hier ein Link zur E INK homepage http://www.eink.com/electronics.html

Interessant auch der Electronics Partner - DIALOG.

Gruß
baggo-mh

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E Ink sees revenues decline over 60% on year in January

MOPS, February 8; Steve Shen, DIGITIMES [Wednesday 8 February 2012]


EPD maker E Ink Holdings (EIH) has posted consolidated revenues of NT$1.42 billion (US$48.02 million) for January, down 11% sequentially and 63.6% on year, according to a company filing with the Taiwan Stock Exchange (TSE).

Despite decreased revenues for January, the company is expected to post revenues of over NT$40 billion in 2012, an increase of 5% from a year earlier, according to a Chinese-language Economic Daily News (EDN) report.

The company is scheduled to reveal its financial results for 2011 on February 22.

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E Ink / Hydis Licenses Fringe Field Switching to Sharp
July 12th, 2012


Earlier today, E Ink Holdings (EIH) chairman Liu Cheng announced the signing of a licensing agreement that will allow Sharp to use the fringe field switching (FFS) LCD technology developed by EIH’s Korean subsidiary Hydis. The agreement has a duration of 10 years, and is retroactive to April 1 of this year.


In a Chinese-language article by Yang Ling Wen that appeared today in NowNews.com, the agreement was referred to as a "cross-license agreement," which is how the two companies are diplomatically describing it. However, the major motivation for the agreement is to allow Sharp to use FFS technology in the panels it will be making for Apple iPads, and perhaps iPhones and iTVs. This is essential for Sharp because the panels for the iPhone and iPad made by LG Display and Samsung Display use FFS under license (although each refuses to acknowledge that, and Apple has gone along with the charade).

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E Ink reports losses in 3Q12
Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Thursday 1 November 2012]


E Ink Holdings (EIH) has reported NT$234 million (US$8 million) in losses during the third quarter of 2012, or a loss of NT$0.21 per share.

Company CFO Eddie Chen said most of the comapny's orders during the third quarter came from the LCD sector, while revenue contributions from electrophoretic displays (EPDs) were low.

However, E Ink chairman Scott Liu said the company is expected to have a better performance in the fourth quarter of 2012 due to an improved product mix and increased EPD shipments.

The chairman said that E Ink's shipments in the first half of 2012 were slow as clients had high levels of inventory following worse-than-expected Christmas sales in 2011. But the clients' launch of new products have restored momentum to E Ink's EPD shipments since the third quarter of 2012, he added.

The CFO also noted that there has been a lack of workers at E Ink's plants in China since the beginning of April 2012, which is expected to continue throughout January 2013.

Meanwhile, E Ink's consolidated revenues reached NT$7.595 billion during the third quarter, an on-quarter 70% increase.

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E Ink announces 2012 financial report
Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Friday 8 February 2013]


E Ink Holdings has announced that its consolidated revenues during January 2013 reached NT$2.57 billion (US$86.8 million), down 33% on month, but up 82% on year.

Company chairman Scott Liu said EPD (electrophoretic display) demand remained strong during January while FFS wide-angle panel demand was stable. He also said E Ink has been moving towards more diverse applications for its products, including the handset, watch and electronic label markets, and that the company was able to land strong orders as of fourth-quarter 2012.

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E Ink to begin mass producing 13.3-inch flexible EPDs in 2H13
Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Tuesday 14 May 2013]


E Ink Holdings has announced the upcoming release of E Ink Mobius, a new flexible e-paper display (EPD) technology. The company claimed E Ink Mobius will be the first flexible display technology that will go into mass production for a large format digital paper product based on flexible TFT technology developed by Sony.

According to E Ink, Mobius uses a TFT technology that will enable the development of much lighter and rugged products. Mobius displays can weigh less than 50% of the weight of an equivalent glass based TFT. A 13.3-inch display weighs about 60 grams.

The ruggedness and lightweight characteristics of Mobius are due to the TFT being constructed on a plastic substrate rather than traditional glass. The technology was developed by Sony specifically for use with EPDs in cooperation with E Ink. Sony has now transferred the technology to E Ink for mass production. E Ink will start mass production of the world's first 13.3 flexible EPD display in 2013.

"We have been working with Sony for over 10 years, and we are extremely happy to bring this technology to mass production," said Giovanni Mancini, director of product management for E Ink Holdings. "Development of this new digital paper product by Sony confirms our belief that the e-paper market is still strong."

Meanwhile, E Ink recently announced it will raise additional paid-in capital through issuing up to 60 million new shares for private placement. As EIH suffered net losses of NT$749.2 million (US$25.4 million) on consolidated revenues of NT$26.705 billion in 2012, the company's board of directors have decided not to distribute any dividend.

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E Ink Holdings offers 32-inch e-paper display
Sammi Huang, Taipei; Adam Hwang, DIGITIMES [Tuesday 3 June 2014]


E Ink Holdings (EIH) on June 3 announced a 32-inch color or black & white e-paper display mainly for digital signage and information kiosks.

The 32-inch display measures 25.75-inch in width and 15.75-inch in height, has resolution of 2560 by 1440 pixels and 94dpi and features low power consumption and readability in all light conditions, EIH indicated. EIH developed and will market the module through cooperation with Italy-based Global Display Solutions (GDS).

The 32-inch display is being showcased at 2014 Computex Taipei during June 3-7 and the 2014 SID (the Society for Information Display) exhibition in San Diego during June 3-5.

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E Ink 2H14 operation may turn profitable
Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Friday 18 July 2014]


E Ink Holdings is likely to see its business for the second half of 2014 swing to profitability mainly due to growing orders for electronic tags from the US and Europe, and increased application for e-paper in smartphones and smartwatches, according to industry sources.

In terms of TFT LCD applications, E Ink's subsidiary Hydis is focusing on high-profit niche products and is also providing patent rights for its FFS panel technology to panel makers such as Sharp, AU Optronics (AUO), Innolux and BOE.

E Ink is also developing a more fully integrated business model in product design and development in order to create diverse products for various demand across the globe.

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E Ink reports increased performance during 3Q14

Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Thursday 13 November 2014]


E Ink has reported its third-quarter 2014 revenues reached approximately NT$4.07 billion (US$132.95 million), with an EPS of NT$0.09.

Orders for the company's EPDs remained steady during the quarter. E Ink Carta technology is used in Amazon's Kindle Voyage, while orders for Kobo Aura H2O remained steady.E Ink also saw steady orders for YotaPhone 2 and Sony's SmartBand Talk.

E Ink also reported that its earnings after tax were up over 17% sequentially in the quarter and that total revenues for the first three quarters of 2014 amounted to NT$10.85 billion.

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Antwort auf Beitrag Nr.: 48.319.342 von R-BgO am 14.11.14 11:31:16

http://www.mzcan.com/taiwan/8069/financial/108/EN/3Qresults_…

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Global demand for e-paper on the decline

Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Friday 12 December 2014]


Global demand for e-paper from e-book reader vendors is decreasing mainly due to competition from tablets and as a result, several vendors including Toshiba, Sony and Panasonic have withdrawn from the e-book reader market, according to sources with Taiwan's supply chain.

Although some e-book reader vendors, such as Amazon, are still looking at the China market for growth, the e-book reader market is not showing any signs it will rebound any time soon, the sources said.

But there are other opportunities for e-paper makers from the smartwatch and wearable devices segments.

Smartwatch devices that use e-paper technology currently include Sony Mobile's SmartBand Talk, which uses e-paper supplied by E Ink. More devices in 2015 are expected to start using the technology and China makers in particular aim to tackle increasing market opportunities through cost-competitive solutions, the sources added.

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E Ink reports increased 3Q15 performance

Rebecca Kuo, Tainan; Alex Wolfgram, DIGITIMES [Thursday 15 October 2015]


E Ink Holdings (EIH) has reported its third-quarter 2015 revenues increased 23.8% sequentially to NT$4.393 billion (US$136.33 million).

The company has seen demand for luggage tag and electronic tag applications increase in addition to handset and other EPD applications, the firm said.

IoT applications for smart living, health and wearable solutions also drove orders in the third quarter as did cooperation with PhutureMed, added EIH.

E-reader applications still account for 60-70% of EIH's revenues while wearable devices are seeing an increased share, noted EIH.

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E Ink lands 5-year e-paper orders from Media Markt, says report
EDN, June 13; Adam Hwang, DIGITIMES [Monday 13 June 2016]

EPD (electrophoretic display) maker E Ink Holdings (EIH) has obtained orders for 5-year supply of ESL (electronic shelf labels) from Germany-based Media Markt, the largest consumer electronics retail chain in Europe, Chinese-language newspaper Economic Daily News (EDN) cited EIH as indicating.

EIH has cooperated with about 20 retail chains around the world for trial use of its ESL, the company said.

EIH has become an exclusive supply of e-paper display for use in secondary screens of Google Project Ara modular smartphones to be launched in 2017.

EIH posted consolidated revenues of NT$1.260billion (US$38.7 million) for May, increasing 24.79% on month and 10.87% on year, and those of NT$4.773 billion for January-May declined 0.25%.

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E Ink Holdings expects to ship 30-40 million smart tags in 2016
Rebecca Kuo, Taipei; Adam Hwang, DIGITIMES [Friday 9 December 2016]

EPD (electrophoretic display) e-paper maker E Ink Holdings (EIH) expects to ship 30-40 million smart tags and display cards in 2016, with cumulative shipments since 2012 expected to reach 100 million units at the end of the year, according to the company, adding that shipments in 2017 will grow 20-30% on year.

Germany-based baggage vendor Rimowa in 2015, via cooperation with Germany-based airline Lufthansa, launched baggage equipped with flexible e-paper-based smart tags supplied by EIH, and smart tag shipments to Rimowa since then have reached 100,000 units, EIH said. Rimowa on December 8 announced cooperation with Taiwan-based airline EVA Airways to offer electronic baggage check-in services based on Rimowa smart-tags and the Rimowa App to save time taken in waiting for check in, EIH noted.

2-, 2.9-, 4- and 7-inch smart tags for retail shelves account for over 50% of smart tag shipments, with Europe being the major market currently, EIH indicated. However, the US and China will be the major source of growth in shipments in 2017, as many large retail chains in the two markets are in talks with EIH.

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EIH and LTS to co-develop smart patch for medical management
Rebecca Kuo, Tainan; Steve Shen, DIGITIMES [Tuesday 24 October 2017]

E Ink Holdings (EIH) and US-based LTS Lohmann-Therapie Systeme (LTS) have announced a partnership agreement to develop a smart patch prototype based on LTS's transdermal therapeutic system technology, while utilizing EIH's low voltage e-paper solutions.

The smart patch delivers medication to patients in a convenient, controlled and comfortable manner, featuring an EIH display to deliver and to convey relevant information about patch performance.

Smart drug systems like smart patches will increase globally to nearly US$81.4 billion by 2024 as they provide a more targeted, uniform and secure method of drug delivery, according to data from New England Healthcare Institute (NEHI).

The LTS smart patch is equipped with i2-inch electronic paper display (EPD) which leverages the display's bistable nature to ensure the patient does not need to recharge the battery. The patch also features a switch and pressure sensor to show helpful information with functionalities including the countdown for the next dose and a reminder to remove the patch.

The smart patch is the first application to feature EIH's low voltage film, which uses 50-70% of the typical driving voltage for EPDs, said FY Gan, senior vice president at EIH.

The low voltage film is the thinnest electronic paper film available on the market at less than 0.2mm, enabling it to fit flawlessly on the TTS, Gan added.

"There are many advantages to TTS technologies, and now we can add a decisive enhancement - an EIH display," said Tim Schlange, CMO at LTS. "This feature allows LTS to provide functionalities to patients with more reliable, safe and pain-free applications and to further enhance the value of solutions for its partners in the pharmaceutical industry."

The smart patch concept will target initially the treatment of chronic diseases. The first prototype will be displayed during CPhI in Messe Frankfurt, Germany October 24-26, 2017.

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EIH looks to significant growth in ESL shipments in 2018
Rebecca Kuo, Tainan; Steve Shen, DIGITIMES Friday 15 June 2018

Electrophoretic display (EPD) solution provider E Ink Holdings (EIH) expects shipments of its electronic shelf labels (ESLs) to grow exponentially in 2018, as the rise of the new retail business model has spread to China, Japan, Korea, India and other markets in Southeast Asia and South America resulting in a substantial increase in demand, according to company president Johnson Lee.

In terms of shipment areas of e-paper materials, EIH's shipments of ESLs will surpass those of e-book readers for the first time in 2018, Lee said.

Global ESL market reached only EUR81 million (US$93.66 million) in 2014 and has since then expanded to EUR153 million in 2017, Lee indicated, citing data from SES-imagotag.

The same data shows that the global ESL market is expected to top EUR400-500 million in 2020, representing a CAGR of over 30% during the period from 2015-2020.

In addition to ESL products, EIH has also been gearing up efforts to expand the sale of its e-paper solutions for the eNote products, expecting shipments of its eNote solutions to grow 2-3-fold in 2018, Lee said, noting that a number of brands including Sony, Fujitsu, reMarkable and Onyx Boox have already stepped into the eNote market.

As for the development of advanced e-paper technology, the company will complete in 2018 all of the preparatory work for kicking off volume production of advanced color paper (ACeP) products soon, while continuing the development of related technoloties for flexible display devices, according to company sources.

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