Quote:
Originally Posted by Alexander Turcic
How many E Ink display panels did Prime View International ship this year? How many of them went to Amazon (Kindle) and Sony (Reader)? In the words of a wise man: Seal up your lips and give no words but mum. Which is pretty much what PVI has been told:
Source: Digitimes
Does anyone care to speculate why our friends from Amazon and Sony would be so desperate to keep hints of actual sales figures hidden? It makes you wonder... anyways, according to the same report, PVI is going to single out revenues from their e-paper business starting next year. Then we'll know more. |
I'm not surprised Sony and Amazon asked them not to release the numbers.
Looking at their website they have 5 different sizes of EPD displays. They can't really publish how many of each size they shipped or it would tip off future product annoucements. i.e. heh they didn't ship many 6" displays last month but suddenly they shipped a bunch more 7" displays... heh a new Kindle is coming.
If they publish numbers the way they have been by just saying how many displays in total they shipped then the numbers get misinterpreted and people speculate on how many Kindles have been sold. If Sony/Amazon don't want to release actual numbers then they also don't want people guessing based on inaccurate data.
Let's see they shipped 20,000 EPD displays last month. I saw 3 Kindles and one Sony on the bus this morning so that means 75% Kindles. Wow they sold 15,000 Kindles last month.
Alternative reality... Heh they shipped 20,000 EPD displays last month. 15,000 of them were for 1.9" displays for cell phones... 4,000 were 6" and 1,000 were other. 50% went to Amazon. Heh they only sold 2,000 Kindles last month.
Better if they just release volumes in dollar value rather then units shipped until there are multiple vendors and/or Amazon/Sony start releasing unit sale volumes.