02-09-2012, 12:37 PM | #1 | |
Wizard
Posts: 3,671
Karma: 12205348
Join Date: Mar 2008
Device: Galaxy S, Nook w/CM7
|
[Digitimes] E Ink sees revenues decline over 60% on year in January
Not good news for the eInk industry. (The quote contains 90% of the content but I'll provide a link for those who want it.
Quote:
Link to article =X= |
|
02-09-2012, 03:18 PM | #2 |
Groupie
Posts: 182
Karma: 346596
Join Date: Jan 2012
Location: Ellicott City, MD
Device: Nook simple touch, iPad 2
|
Maybe come up with an improved display to drive sales of new devices for new users and users wanting to upgrade.
Just a thought. E-ink Pearl nice. However, it has been...what about 2 odds years since they came out with it? Sounds like time for a new display. Triton is all "nice" and all that, but it is pretty low res (800x600 effective in ~10" display). Maybe a higher constrast, more shades and higher resolution B&W display on tap? Maybe lower power use, faster refresh, etc? Just some thoughts on the matter. |
Advert | |
|
02-09-2012, 04:59 PM | #3 |
Grand Sorcerer
Posts: 11,732
Karma: 128354696
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: T100TA,PW2,PRS-T1,KT,FireHD 8.9,K2, PB360,BeBook One,Axim51v,TC1000
|
Hmm, January panel deliveries would go into March deliveries.
A glut of holiday hardware in the pipeline would result in a reduction in orders in January. A further sign of a leveling-off of demand for dedicated reader devices in the NorthAmerican market. That adds up to four red flags so far. |
02-09-2012, 05:13 PM | #4 |
Wizard
Posts: 1,068
Karma: 23867385
Join Date: Nov 2011
Device: kindle, fire
|
Probably selling the panels for less -- that's how you get $79 readers. I wonder if volume is down as well.
|
02-09-2012, 06:02 PM | #5 | |
Avid reader
Posts: 825
Karma: 6377682
Join Date: Apr 2009
Location: UK
Device: Samsung Galaxy Z Flip 4 / Kindle Paperwhite
|
Quote:
Andrew |
|
Advert | |
|
02-09-2012, 07:04 PM | #6 | |
Spork Connoisseur
Posts: 2,355
Karma: 16780603
Join Date: Mar 2011
Device: Nook Color
|
Quote:
I wonder if we'll see improved eInk displays coming with future Kindles/Nooks/SonyReaders/etc. |
|
02-09-2012, 07:15 PM | #7 | |
Evangelist
Posts: 467
Karma: 1073260
Join Date: Jan 2012
Location: Victoria, BC
Device: Kobo Vox, Kobo Glo
|
Quote:
And, as "wizwor" says, these are revenue numbers (which may be dropping for the e-ink display manufacturers), not unit sales numbers; unit sales could be dropping less, if at all. |
|
02-10-2012, 07:41 AM | #8 | |
Grand Sorcerer
Posts: 11,732
Karma: 128354696
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: T100TA,PW2,PRS-T1,KT,FireHD 8.9,K2, PB360,BeBook One,Axim51v,TC1000
|
Quote:
Worth considering: eink readers are starting to show marked seasonality (in fact, sales profiles are starting to look like gaming consoles) with huge spikes in the XMAS holiday season followed by a drop early in the year. So, by itself, a december/january dip isn't much to worry about. But the context, the current environment where NOOK STR's had a "shortfall", despite 50%-off sales, and are now being given away with subscriptions; where the uber-hot Kindle FIRE did *not* sell out and is already showing up as a refurb; where Hachette ebook revenue gowth has leveled off at 20-22% and no longer offsets their other losses... A scenario is starting to take shape where the bulk of the people who can justify current-tech dedicated reader gadgets in the US have them (19% of the US population, according to a recent survey; with tablets also at 19%) and what remains is the casual reader (2-3 book a year buyers) market. US growth will continue, but slower than recent years and the seasonality will be more pronounced. In this scenario, overall market growth rate will hinge on whether or not non-US markets evolve and ebooks get mainstreamed there or not. If the reader vendors don't find new markets to provide added growth, things will get very tight until new tech comes along to entice other reader classes. The gold-rush days of fast, easy growth may be over. Now we get to see what a mature (narrative text) ebook business looks like. Last edited by fjtorres; 02-10-2012 at 07:43 AM. |
|
02-10-2012, 01:55 PM | #9 | |
Groupie
Posts: 182
Karma: 346596
Join Date: Jan 2012
Location: Ellicott City, MD
Device: Nook simple touch, iPad 2
|
Quote:
|
|
02-10-2012, 02:00 PM | #10 | |
Groupie
Posts: 182
Karma: 346596
Join Date: Jan 2012
Location: Ellicott City, MD
Device: Nook simple touch, iPad 2
|
Quote:
That is, at least if you are making an actual profit on hardware. If you are taking a loss, or taking a loss downstream (IE warranty servicing/replacement costs) then it doesn't make sense to push new models with new and improved features much...unless of course you are attempting to drive competition with other ereader sellers to get owners to buy books from you. I am hoping B&N and Kobo are viable enough financially to start competing against Amazon in improving ereaders. I like my nook ST a lot, but I can still see ways it could improve (higher resolution display, more contrast, faster screen refreshes, lower ghosting, more shades of grey, more storage space, maybe color at some point, some kind of built in front illumination (that has NO negatives). |
|
02-11-2012, 10:22 PM | #11 |
doofus
Posts: 2,519
Karma: 13036221
Join Date: Sep 2010
Device: Kobo Libra 2, Kindle Voyage
|
I remember seeing stats on overall readership, the % of people who read no book in previous year was pretty high. So there is a saturation point for dedicated ereaders.
I hope this spurs eink to improve on the pearl display. Better contrast, please. |
02-12-2012, 08:47 AM | #12 | |
Grand Sorcerer
Posts: 11,732
Karma: 128354696
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: T100TA,PW2,PRS-T1,KT,FireHD 8.9,K2, PB360,BeBook One,Axim51v,TC1000
|
Quote:
If we are indeed approaching an inflection point in the tech adoption curve, and not just looking at a pronounced seasonal effect compounded by a bit of holiday cannnibalization by the new reader/tablets, it will take more of a generational improvement to get growth back to the extremely high rates of the past two years. So putting development efforts into getting video-grade refresh or higher indor color saturation, or both, is going to result in a higher return than just a better B&W contrast ratio. The next generation eink has to start appealing at more than just recreational narrative text readers, either by going after the academic or corporate markets, or providing a better experience for periodicals. There's more money to be made, I think, in lighter and cheaper large format readers and in color; ideally, both. A Triton II that offered LCD-grade color on a lighter device with multi-day battery life is more likely to bring in casual readers and other fence-sitters into the game than a slightly better B&W, no matter how cheap. Easy sales just on access to ebooks are going to be lower for a while. The time looks about right for *cheap* color eink readers to start ramping up. |
|
02-13-2012, 03:09 PM | #13 | |
Evangelist
Posts: 467
Karma: 1073260
Join Date: Jan 2012
Location: Victoria, BC
Device: Kobo Vox, Kobo Glo
|
Quote:
|
|
02-14-2012, 01:40 PM | #14 |
Evangelist
Posts: 421
Karma: 1033566
Join Date: Mar 2010
Location: Latvia
Device: Kindle 3 Wifi, Bookeen Opus
|
It is a shame that e-ink technology is stagnating. I think that the potential of this technology is not exhausted yet. I would like to have an affordable e-ink computer screen, for example, but I don't see any movements into this area yet. Is it due to stifling patent issues or simply an economic recession that prevents it?
|
02-14-2012, 05:37 PM | #15 | |
Grand Sorcerer
Posts: 11,732
Karma: 128354696
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: T100TA,PW2,PRS-T1,KT,FireHD 8.9,K2, PB360,BeBook One,Axim51v,TC1000
|
Quote:
(There is no reason for patent issues to crop up, stiflying or otherwise.) Eink screen volumes at 6in are extremely high, but low at 10in, which results in high unit prices. Going to 20+ inches, absent really high demand, would likely result in extremely high prices. And that is without factoring in the lack of color and video-grade refresh rates. LCD is a known technology, both design- and manufacturing-wise so getting big doesn't add too much to the cost and, equally important, there is a *known* market for larger-than-eink sizes, so producing 24in LCD monitors has become a commodity business, producing US$149 and lower prices for them, with 20in models routinely hitting $99. (Absurdly large displays are already commercially viable with LCD, with 90in displays headed to market this year, priced in the $5-6000 range.) Color eink panels by themselves are such a new product that even the 10in size probably costs more than the full 24in LCD monitor. Even 10in B&W panels are likely more expensive than the monitor. Add in, then, that the strengths of eink outdoor readability and extremely low power consumption aren't going to drive many sales in the office equipment market and I think we can expect computer displays to remain out of the reach of the eink tech for the forseeable future. Which isn't to say the things can't be built; just that they would likely sell for high 4-digit prices. Do you want one *that* bad? Last edited by fjtorres; 02-14-2012 at 05:43 PM. |
|
|
Similar Threads | ||||
Thread | Thread Starter | Forum | Replies | Last Post |
Cheap E-Ink reader for 8 year-old | kdgarris | Which one should I buy? | 26 | 10-02-2011 03:55 AM |
E Ink: No successor to Pearl this year | hughes | News | 38 | 05-07-2011 03:36 PM |
Colour E-Ink hitting the market by the end of the year? | m-reader | News | 62 | 08-28-2010 04:24 PM |
E Ink says it may launch color e-paper next year | Alexander Turcic | News | 3 | 04-06-2007 03:48 PM |
NY Times online division revenues are growing | Bob Russell | News | 1 | 06-20-2006 05:26 AM |