Quote:
Originally Posted by Alexander Turcic
Your opinion on this one?
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I'll repeat what I said the last time this surfaced:
But seriously, I'm not sure that the figures quoted say much about the potential ebook market. The original story lays the blame for the fall in production mainly at the door of a fall in demand for hand-held devices (not ebook readers) in China. At this moment the Shanghai stock exchange stands at half its peak in 2007, so it wouldn't be surprising if discretionary purchases like e-ink devices were taking a hammering.
Until we have a proper analysis of the proportion of their business devoted to e-ink and the proportion of e-ink panels destined for ereaders, gross sales figures don't tell us much - if anything at all - about ereader sales.
It could well be that ereader sales are soaring but they are not sufficient to outweigh the collapse of other sales. Or not.