
PVI's sales of E Ink panels in June have at least partially recovered from the
previous month's low. However, compared to one year ago, total sales is still down by a worrisome 33 percent,
according to Digitimes. And although the third quater is usually high season, PVI remains cautious about the overall small- to medium-size panel market.
Color me skeptic, but considering that PVI is still the major (only?) provider of E Ink displays, the declining numbers in panel sales do not seem to agree with the projected numbers of e-book devices sold, as provided by
various upbeat analysts.
Your opinion on this one?