Core Viewpoint - The article emphasizes the rapid growth and innovation in the electronic paper industry, driven by low power consumption and eye-friendly features, with significant market expansion expected in the coming years [2][5][10]. Group 1: Market Growth and Trends - By the first half of 2025, global electronic paper module shipments are projected to reach 260 million units, representing a 54% year-on-year increase [2]. - The electronic shelf label (ESL) module shipments are expected to grow by 56% year-on-year, while electronic paper tablets are anticipated to increase by 25% [2]. - The global electronic paper industry market size surpassed $5 billion in 2024, with total shipments nearing 400 million units, and is expected to grow to 460 million units in 2025, reflecting a 21% year-on-year growth [7][8]. Group 2: Technological Advancements - The core feature of electronic paper technology is its "dual-stable" characteristic, which allows for static display without power consumption, making it a key choice for low-carbon displays [5]. - E Ink's electrophoretic technology has evolved from black-and-white capsules to color micro-cup technology, achieving breakthroughs in color display [5]. - The electronic paper price tags have completed the transition from three colors to four colors, entering a stable delivery phase [7]. Group 3: Application Expansion - The electronic paper industry is entering a high-speed development phase, with significant applications in retail, education, and consumer electronics [7][10]. - In the retail sector, major players like Walmart are transitioning to electronic price tags, significantly boosting new retail shipments [7]. - The commercial display market is expected to see a surge in large-sized color products, with brands like Samsung and Sharp actively entering the market [10]. Group 4: Future Projections - The electronic paper industry is anticipated to exceed $10 billion in market size in the coming years, driven by the acceleration of color technology penetration and commercial display market expansion [10]. - The market share of electronic paper tablets is projected to surpass that of new retail electronic price tags for the first time, reaching 54% in the first half of 2025 [8].