After the Kindle, "ink screen" reappear benchmark products
In late June, located in Huizhou, Guangdong Province, a daily undertake Huawei, millet, small degree and other digital 3C brand assembly OEM business in the factory, the workers are for an ink screen learning tablet production line tightly adjusted scheduling - from 1 month ago, the day shift production line, quickly switched to the morning and evening double-shift production line, in order to cope with the current market The state of demand exceeds supply.
The person in charge of the factory, Li Lu (a pseudonym) did not anticipate this situation. In a crowd of color LCD 3C products, the black and white ink screen product market performance is obviously greatly underestimated. At this time, the ink screen learning tablet product "Ape learning to practice machine" officially held a new conference, only a month past.
In order to ensure stable shipments, while adjusting production line scheduling, Li Lu quickly agreed with the brand on the raw material procurement forecast for the next cycle, and formulated a more complete production plan.
The same "unexpected" also happened in the ink screen upstream producer YuanTai technology. Yuan too much technology is the world's largest ink screen screen supplier, Kindle, Huawei, Lenovo and other brands launched the reader, office book, etc. used by the ink screen are purchased from this Taiwan-based enterprise. In the national e-paper industry, Yuantai's market share exceeds 95%. It is also a small ape learning to practice machine ink screen supplier. It is understood that YuanTai's chip inventory, which was originally expected to be consumed by the end of 2024, is approaching a tightening because of the popularity of the Ape Learning and Practicing Machine. Its R&D team is now urgently dealing with the possible shortage of chip materials.
Liu Senhua, head of sales of YuanTai Technology in China, has been expanding business related to the ink screen market since 2007. According to his observation, Kindle's withdrawal from China has brought a certain impact on the reader market, but a large number of local Chinese manufacturers continue to open up brand-new ink screen product forms in other fields, which, on the contrary, has to a certain extent broadened the application scenarios of ink screens.
According to incomplete statistics, in 2022, the country released a total of 48 new ink screen different models, in addition to e-book readers, cell phones, smart notebooks, office books, supermarkets, electronic price tags, outdoor bus stops, and other brand new application scenarios such as ink screens are springing up.
In China, the ink screen industry chain enterprises are mainly distributed in Guangdong, Zhejiang, Jiangsu and other places, of which, Guangdong has the largest number of ink screen industry chain enterprises. According to Huizhou factory responsible person Li Lu description, ink screen screen does not light eye protection characteristics are highlighting the irreplaceable value attributes, this feature and education intelligent hardware product form natural more suitable.
The market is rapidly verifying this judgment.
