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].

2025年6月26日，一场有关电子纸生态的大会——中国电子纸生态暨产业融合创新发展论坛在中关村国 家自主创新示范区展示中心召开。?现场，汉王科技（002362）以电子阅读器"领跑者"身份牵头制定 《质量分级及"领跑者"评价要求电子纸阅读器》标准编制工作启动，这标志着国产品牌正在实现从"跟 随者"向"规则制定者"的行业地位转换，重新定义中国电纸书行业格局。 创新定义未来 从小众跃迁第三大主流终端 记者在现场注意到，可以容纳数百人的会场座无虚席，还有很多人围站在后排旁听，不时拿出手机对着 演讲人的PPT拍照。 这似乎是中国电子纸产业日趋红火的一个侧面映照，但两年前的情况却大不相同。2023年6月30日， Kindle宣布退出中国市场，中国电子纸市场陷入阵痛期。洛图科技（RUNTO）数据显示，同年国内电 纸书线上市场的销量规模应声下降12.9%。 不仅是外界对中国电纸书市场前景心存疑虑，行业内部也略显焦虑。但这样的顾虑并没有持续太久，仅 用一年时间，中国品牌就迅速填补了Kindle的空白。以汉王科技为代表的国产品牌强势崛起，凭借技 术、产品与生态的持续升级突破，成为近年来增长最快的国产电纸书品牌。 而在应用场景上， ...