With the deep popularization of green, low-carbon and healthy display concepts, electronic paper technology has accelerated its rise with its unique advantages of low power consumption and eye protection, becoming a highly breakthrough innovation direction in the display field.
In the first half of 2025, the global shipment of electronic paper molds reached 260 million, a year-on-year increase of 54%. In the segmented field, the shipment of electronic price tag (ESL) modules increased by 56% year-on-year; The shipment of electronic paper tablets increased by 25% year-on-year, and two types of products, as the two major industry pillars, will drive the electronic paper industry to maintain a strong development momentum in the first half of 2025. At the same time, colorization and large-size have become the core trends of industry development, showing broad application prospects in fields such as consumer electronics and commercial displays. This trend has laid a solid foundation for the penetration of electronic paper technology into more industries and promoted the construction of a wider application ecosystem.
Zhou Hua introduced that the core feature of electronic paper technology is "bistable" - no power consumption during static display, which makes it the core choice for low-carbon display. At present, multiple technological routes have been formed in the market, including electrophoretic technology led by E Ink, as well as other paper display technologies such as total internal reflection technology, microcavity technology, electro wetting technology, and cholesterol bistable liquid crystal technology.
At present, the electronic paper price tag has basically completed the technological iteration upgrade from three color to four color and entered the stable delivery stage. Wal Mart, a leading manufacturer of overseas supermarkets, announced that it would fully replace the electronic price tag and begin to implement it, driving a substantial increase in the shipment of new retail complete machines. At the same time, there are frequent highlights in the consumer electronics market, with manufacturers such as Amazon and Remarkable leveraging their advantages in the new generation of color electronic paper display technology to drive sustained sales growth; In the education track, companies such as Yuanfudao have led the rapid rise of electronic paper education laptops, which meet the needs of low power consumption and eye protection in learning scenarios, broaden the application boundaries of electronic paper, and the electronic paper industry has entered a period of rapid development.
2025 is defined by the industry as the "first year of commercial display" for electronic paper, with the intensive launch of large-sized color commercial display products such as 32 inch, 40 inch, 55 inch, and even 75 inch. Brands such as Samsung, Sharp, and Philips have already laid out their end markets. Although the current sales volume of commercial display terminals is still relatively small, less than 100000 units, the industry generally believes that it will become the core increment for the future electronic paper industry market to exceed billions of dollars.
With the accelerated penetration of color technology and the increasing volume of the commercial display market, the electronic paper industry is expected to exceed a scale of $10 billion in the next few years.
