Core Viewpoint - The article highlights the recent completion and production launch of Zhejiang Dongfang Kema Electronic Co., Ltd.'s new base in Vietnam, emphasizing its significance in the electronic paper display industry [1]. Group 1: Company Overview - Dongfang Kema focuses on the design, research and development, production, and sales of electronic paper devices and modules, operating four manufacturing bases, including two in Jiaxing, Zhejiang, one in Dalian, Liaoning, and one in Vietnam [4]. - The company submitted an IPO application to the Shanghai Stock Exchange in June 2023, aiming to raise 600 million yuan for capacity expansion, but withdrew the application in May 2024 [4]. Group 2: Production Capacity and Financial Performance - The new Vietnam facility covers an area of 13,237 square meters, employs 400 staff, and is expected to achieve an annual production capacity of 20 million electronic paper displays, generating an estimated annual output value of approximately 20 tons [2]. - Dongfang Kema's revenue from 2020 to the first half of 2023 showed a growth trend, with figures of 477.24 million yuan, 863.52 million yuan, 1.21 billion yuan, and 628.72 million yuan respectively, while net profits for the same period were 68.69 million yuan, 89.11 million yuan, 91.88 million yuan, and 43.13 million yuan [4]. Group 3: Industry Context - Another player in the electronic paper sector, BOE Technology Group, also commenced mass production of its electronic paper project in Vietnam, with a total investment of 2.02 billion yuan, capable of producing over 50 million electronic paper terminals annually [5][6].

【友达】 4月2日，友达光电宣布旗下子公司达擎与E Ink元太科技签署投资条件书，拟以资本额新台币3.9亿元 （ 约 人民币0.86亿元） 设立合资公 司，由达擎持股51%、元太持股49%，将于友达桃园龙科厂区共同打造大型电子纸模组生产线，预计于2025年第四季投产。 此次合作，元太将提供电子纸关键技术及材料，结合友达的面板设计、智能制造与管理能力，以及达擎在智慧零售领域的客户资源及全球市场布 局，加持其切入低碳数字转型商机的显示产品线策略等强势基础，积极拓展大型电子纸显示应用商机。 图片来源：元太科技 据悉，友达子公司达擎借助整合先进显示技术与软硬件应用服务，已在智慧零售、企业与教育、运输交通、医疗等多项垂直应用场域提供各式解决 方案。 随着ESG已经由潮流演变为规范，电子纸显示屏在节能、阅读性、效率提升、环境友善上的特性，与愈发受到重视的绿色商机发展相辅相成，大型 数字显示应用市场需求逐渐增加。此次两家公司把握低碳数字转型的ESG浪潮，强强连手，串起资源更完整的供应链与生态圈。双方将齐力激发高 效，提升大型电子纸显示应用的采用率。 ▶ 关于集邦 el S TOW 最 गर 显示器研究中心 面板驱动IC供应 ...