The Prosperity Increased Greatly! Will The Electronic Paper Industry Become A New Track For FPC?

In recent years, in the background of global carbon, the global electronic paper industry has risen rapidly. TRENDFORCE Jibang Consulting Company estimates that the global electronic paper market in 2022 is about $ 4.65 billion, an annual increase of 48.1%, and it is expected to reach US $ 20.34 billion in 2026

Electronic paper is also called an electronic ink screen. It is a display of electronic ink on a layer of plastic film. It can be applied to a thin film transistor circuit. It is controlled by driving IC (integrated circuit) to form a pixel -shaped display. Electronic paper has the characteristics such as ultra -lightness, rewriting, easy to carry, and maintaining display when carrying.

At present, electronic paper mainly has ESL (electronic rack labels), e -books and electronic paper notebooks in more domestic applications. From the perspective of future trends and existing digital technologies, smart logistics, smart warehousing, smart retail and other fields will gradually appear in electronic paper to replace traditional paper. Electronic paper can change the shelf label and obtain inventory information at any time through the cloud platform and the Internet of Things through the cloud platform and the Internet of Things, thereby reducing labor costs and reducing traditional paper consumption.

With the continuous launch of new electronic paper technology and new products, the application of electronic paper scenes will be more widely used. According to data from RUNTO, global electronic paper module shipments in the first half of 2022 reached 120 million pieces, an increase of 25%year -on -year; it is expected to show explosive growth in the second half of the year. 100 million pieces, a year -on -year increase of 92.7%, nearly doubled.

According to statistics from EPAPER Insight, the global electronic paper price signing market has achieved a compound annual compound growth rate of over 50%in the past five years. According to RUNTO electronic paper data, the number of global electronic paper prices in the first quarter of 2022 was about 72 million pieces, a year -on -year increase of nearly 95%. The scale of the paper terminal market is $ 72.3 billion.

Dongxing Securities believes that with the decrease in costs, the cost of 2 -inch electronic paper prices has been reduced from the original $ 10 to less than $ 2, and the electronic paper industry has developed rapidly. In addition, the domestic penetration rate is currently less than 2%, and as the cost decreases, the future prospects are broad.

In the FPC industry, Helitai and Guangpu shares have made a corresponding layout in the electronic paper industry.

Helitai (002217) Holding Sun Company Jiangxi Xingtai Technology Co., Ltd. and well -known company EINK and BOE jointly launched the establishment of the electronic paper industry alliance to jointly participate in the formulation of national and global industrial standards, and use their own advantages to empower the industry. With the leadership and technological innovation advantages of electronic paper products, Xingtai Technology has been selected as the list of "National Manufacturing Single Championship Demonstration Enterprises".

Guangpu (300632.SZ) said on the investor interactive platform that the company's FPC products can be applied to electronic paper. Since its establishment of Electronics Electronics in 2002, the subsidiaries have been focusing on the FPC business field, and have accumulated rich industry experience. They have competitive advantages in terms of product yields, process processes and qualifications. Essence In 2021, Audi Shengsheng's sales revenue and shipments have a record high.