電子紙下半年將爆發! The second half of the year will see a boom in e-paper demand.

#esl #電子書 ＃電泳 ＃元太
電子紙起源於2000年初，作為平面顯示器，主要應用於電子閱讀器、廣告看板、電子貨架標籤等，相較於iPad的問世，電子紙發展更為悠久，但回顧顯示器的發展，消費性電子仍採用LED技術為大宗。
根據研調機構數據顯示，電子閱讀器平均一年出貨量約1500-2000萬台，iPad等智慧平板的年出貨量動則1億台以上，顯示懸殊的出貨差距。電子閱讀器除了用途的侷限外，市場規模未能進一步放大可歸因於消費者視覺體驗的弱勢，2024年以前電子閱讀器的電子墨水大多使用黑白或至多三種顏色，導致民眾在閱讀時的色彩豐富度較差。
2024四色電子墨水問世，加上近年節能環保趨勢盛行，電子紙的劣勢逐漸改善，而優勢漸漸彰顯，電子紙/電子閱讀器很有機會在天時地利之下在今年取得重大進展。
電子紙的優劣勢與特性為何？ 就讓半導體專家 林嘉洤 教授，和金融行銷專家 馬瑞辰 教授 在影片中告訴你！
E-paper originated in the early 2000s. As a flat-panel display, it is mainly used in e-readers, advertising billboards, electronic shelf labels, etc. Compared with the advent of the iPad, e-paper has a longer history. However, looking back at the development of displays, consumer electronics are still The use of LED technology is bulk.
According to data from research institutions, the average annual shipment volume of e-readers is about 15-20 million units, while the annual shipment volume of smart tablets such as iPads is more than 100 million units, showing a huge shipping gap. In addition to the limitations of e-readers' uses, the failure to further expand the market size can be attributed to the weak visual experience of consumers. Before 2024, e-readers' e-inks will mostly use black and white or at most three colors, resulting in people's confusion when reading. Color richness is poor.
With the advent of four-color electronic ink in 2024, coupled with the prevailing trend of energy conservation and environmental protection in recent years, the disadvantages of electronic paper are gradually improving, and the advantages are gradually becoming apparent. Electronic paper/e-readers have a good chance of making significant progress this year at the right time and place.
What are the advantages, disadvantages and characteristics of electronic paper? Let Professor Lin Jiatong, a semiconductor expert, and Professor Ma Ruichen, a financial marketing expert, tell you in the video!
【電子紙供應鏈】Electronic Paper Supply Chain
【上游】Upstream
光學薄膜Optical film：明基材(8215)
薄膜電晶體基板Thin film transistor substrate：群創(3481)
驅動IC Driver IC：天鈺(4961)、晶宏(3141)
前光模組Front light module
觸控面板touch panel：富動科技(6813)
【中游】Midstream
電子紙薄膜E-paper film：元太(8069)
電子紙顯示器E-paper display：元太(8069)
【下游】Downstream
模組製造商Module manufacturer：振曜(6143)
系統製造商＆解決方案供應商System Manufacturers & Solution Providers：SES
品牌廠Brand factory：Kobo、沃爾瑪
【發財二極體相關平台】
RUclips頻道：www.youtube.co...
FB粉絲頁：
【聯絡我們】
email: [e-mail]