来源：环球网 【环球网科技综合报道】12月15日消息，洛图科技（RUNTO）发布的最新数据显示，2025年中国电子 纸平板市场呈现"需求回归+国货崛起"的发展态势。前三季度，中国电子纸平板市场的累计出货量为 175.8万台，同比增长31.3%；全渠道零售量为131.2万台，同比微降2.0%。 洛图科技（RUNTO）表示，头部品牌领先优势加大，市场集中度持续提升。全渠道口径下，科大讯 飞、汉王凭借生态资源优势位居办公本市场头部；阅读器线上赛道则由掌阅、汉王领跑。 从品类来看，洛图科技（RUNTO）认为，阅读器持续担当市场的核心增长引擎。洛图科技（RUNTO） 消费者行为调研结果显示，市场回暖的核心驱动力源于用户需求的理性回归，自律人群、专业阅读群体 的核心诉求重新主导市场；办公本逐渐渗透入大众办公场景，成为轻量化办公的 "刚需搭子"；学习本 在同比高基数和电子纸显示用户纳新放缓的影响下，规模显著衰退。 报告显示，电子纸办公本市场仍以"正步走"的形式稳定发展，基于客群需求差异，亦加速向B端市场迁 移，形成"B端驱动+C端渗透+G端无纸化场景补给"的发展格局。长期来看，办公本市场潜力巨大，有 望成为主流办公人群的核 ...

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].

Core Viewpoint - The Chinese electronic paper industry is experiencing rapid growth despite the exit of Amazon's Kindle from the market, with significant advancements in technology and applications [1][2][3]. Industry Overview - The shipment volume of electronic paper application terminals has reached 379 million units, marking a year-on-year increase of 23.4% [1]. - Nearly 96% of electronic paper modules are manufactured in China, establishing a global supply chain centered around the country [1]. - The display output value of electronic paper technology exceeds $14.9 billion, making it the third-largest display technology after LCD and OLED [1]. Market Dynamics - The primary user terminal for electronic paper is electronic price tags, predominantly in the smart retail sector, followed by electronic paper tablets, which include e-readers, learning machines, and office notebooks [1][3]. - The Chinese electronic paper market is projected to grow at a rate of 30% by 2025, significantly outpacing the global market growth forecast of 9.3% [3]. Product Development - The sales volume of electronic paper tablets in China is expected to reach 1.834 million units in 2024, with a year-on-year growth of 49.1% [4]. - The market for electronic paper learning machines is expanding, with over 1 million units sold in 2024 by a leading company [6]. Future Trends - The future of electronic paper technology includes colorization, larger sizes, and flexibility, with plans to replace 20% of written paper [6]. - The evolution of electronic paper into mainstream terminals is expected to occur in three phases: introduction (2023-2028), rapid development (2028-2035), and popularization (2035-2045) [7]. - Key trends include significant growth in learning machines, increased penetration of color e-paper screens, and a younger user demographic [7].