Quote:
iSuppli estimates that $60, or 41.5 percent of the materials cost of the Kindle 2, is accounted for by the E Ink Corp. display module, which represents the centerpiece of the product.
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I don't like Robert's pitches any more than you but I think he is a bit more informed about E-Ink costs than some unrelated company. Also, "manufacturer" in this case is the device manufacturer, not E-Ink maker. Quite likely the panel's production costs are lower than that, but with the huge demand and practical monopoly PVI can charge pretty much what they please.