绿色低碳和健康显示理念

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DIC专题论坛丨CINNO首席分析师周华:全球电子纸产业发展趋势
CINNO Research· 2025-08-06 23:30
Core Viewpoint - The electronic paper technology is rapidly emerging as a significant innovation direction in the display field, driven by the concepts of green low-carbon and healthy displays. The market is expected to experience a new wave of growth in 2024, with colorization and larger sizes becoming the core trends in the industry, showcasing broad application prospects in consumer electronics and commercial displays [3]. Industry Development Trends - The global electronic paper market is projected to grow significantly in 2024, with increasing demand for efficient displays and low energy consumption in various applications such as smart retail and large commercial displays [3]. - The new display industry achieved a remarkable growth of 17% in 2024, reaching a scale of $219.8 billion, with China's new display industry accounting for half of the global market at $108 billion [5]. - The industry is transitioning from scale leadership to technological leadership, with continuous breakthroughs in technology innovation and supply chain integration among Chinese display companies [5]. Challenges Ahead - The display industry faces new challenges in 2025, including the restructuring of global trade patterns, accelerated technological divergence, and deepened application scenario expansion. Factors such as tariff barriers and geopolitical issues are leading to a reshuffling of the display industry chain [5]. - Key questions for industry participants include the direction of technological iteration, optimization of capacity layout, and exploration of emerging application markets [5]. Conference Overview - The 2025 Global Display Industry Mid-Year Data Release Conference will be held on August 7, 2025, in Shanghai, focusing on market trends and technological insights. The conference will feature various industry analysis institutions discussing market structure, technological routes, supply chain security, investment hotspots, and policy guidance [5].