乔布斯看走眼的爆品，电子书摘下了“泡面盖”的帽子

Core Insights - The e-book market in China is experiencing a downturn, with a reported 12.9% decline in online sales in 2023, following the exit of Kindle from the market [4] - Despite the challenges, the e-ink display technology is gaining traction, particularly in the context of eye health concerns, as the number of myopia and dry eye patients continues to rise [6][12] - The e-ink market is evolving, with domestic brands like Huawei and Wenshi actively filling the gap left by Kindle, leading to a surge in new product launches [5][4] Market Dynamics - The e-ink display segment is witnessing significant growth, with global shipments of electronic paper modules expected to reach 123 million units in Q1 2025, marking a 176.5% year-on-year increase [7] - The Chinese market is also seeing a rise in e-ink tablet shipments, with a 71.9% increase to 660,000 units [7] - The demand for e-ink displays is being driven by their advantages in eye protection, low power consumption, and long battery life, making them suitable for prolonged use in educational and office settings [6][9] Technological Advancements - The integration of AI technology is enhancing the functionality of e-ink devices, transforming them into productivity tools for office use, with features like voice-to-text and meeting summaries [13][12] - E-ink displays are expanding beyond reading into various applications, including electronic shelf labels and creative work environments, indicating a diversification of use cases [7][14] Competitive Landscape - The exit of Kindle has opened up opportunities for domestic brands to capture market share, with companies like Wenshi and iFlytek leading the charge in the e-ink segment [5][4] - The market is expected to become increasingly competitive, with potential new entrants, including major players like Apple, who may look to capitalize on the growing e-ink trend [15] - The future of e-ink devices will depend on both hardware performance and software capabilities, as brands strive to meet consumer demands for comprehensive solutions [17]