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Old 05-18-2012, 08:22 PM   #16
fjtorres
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Quote:
Originally Posted by HansTWN View Post
It wasn't necessarily the iPad that did the Que in. Imho the fact that 6" e-ink prices dropped like a rock did them in. If it had been just the iPad they could have dropped their price to $400 and still sold well.
Ah, but would they have made any money at that price?

Nobody has said what their yields/costs are like.
6in eink screen prices have dropped because the things sell by the tens of millions; the 10inchers haven't dropped because they don't. And those are built off the same (amortised) tech of the six inchers.

Plastic Logic (like Mirasol) has never ramped up to any significant volume so it is stuck with pilot-scale economies trying to compete with mature economies of scale.

This is an old story: C.F. SED - http://en.wikipedia.org/wiki/Surface...mitter_display
SED missed its window of opportunity to launch (due to lawsuits) and afterwards, every time Canon refined the manufacturing costs to where they seemed competitive with LCD and Plama and announced a target date, LCD would drop in price and creep upwards in maximum size, rendering the tech uncompetitive. After several rounds, Canon gave up.

This is the challenge that every tech seeking to displace LCD (and *maybe* eink) faces.
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