Eink to ship 3 million color touch screen modules to Amazon each month starting in March???
I was following up on another thread here that talked about eink's first quarter losses. When I went to the original source of the
news. I noticed that there was a headline from a previous article that says:
Quote:
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E Ink lands 6-inch color e-book reader module orders from Amazon, says paper (Feb 20).
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Unfortunately, the article to this headline is behind a paywall and I can't access the details. However, when I do a google search on the headline I get a link to this page at
silicon investor. This is a message board, and on the message board someone quotes from the article and says:
Quote:
EPD maker E Ink Holdings (EIH) reportedly has landed orders for 6-inch color e-book reader modules from Amazon with shipments to begin in March, according to a Chinese-language Economic Daily News (EDN) report.
Shipments of the touched-enabled e-book reader modules are expected to top three million units a month, the paper said.
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So its just rumor, but it's interesting. I wonder what the lead time is between getting the modules and assembling the completed reader? I wonder how many they need to stock up before they announce?
If we assume they need a month to produce the readers, and allow a month for stocking the supply chain, this could be available as soon as June. However, if their aim is to launch in the fall for Christmas, they may need several months of production to stockup. This would mean they could launch in October with an inventory of 12 million (4 months x 3mil/month) for the holidays.