On November 21, it was reported that E Ink, a global leader in electronic paper, is actively expanding into the large-size digital signage market. The company believes that this sector currently has a low base and therefore significant growth potential.
The company is actively expanding its large-size production lines. The H5 production line has entered trial production and is expected to contribute revenue next year; the H6 production line will also be put into operation next year. In addition, to meet long-term demand, the company has invested approximately RMB 748 million in purchasing land and leasing existing factory buildings in Guanyin, Taoyuan, in preparation for building a new production line with a larger scale after 2028. This series of capacity expansions, cost optimizations, and technology upgrades will significantly enhance the company's competitiveness and drive revenue growth over the next 3-5 years.
E Ink's H5 wide-format e-paper production line began trial production this year and will contribute to the company's annual revenue next year. The H6 production line is currently under preparation and is expected to be launched gradually next year. Chairman Lee Cheng-hao said that due to the strong market demand for large-format e-paper, the company continues to set up new production lines to meet the demand. In addition to the positive response from the retail industry, module partners have also begun to invest in large-format modules. Next year, the large-format module production line will remain at full capacity, and the company is very optimistic about this market.
Image source: E Ink Holdings
E Ink Holdings and AU Optronics' subsidiary, Daqing, have established a joint venture to build a large-scale e-paper module production line at AU Optronics' Taoyuan Longke plant. The production line has already passed key customer certifications and is expected to enter mass production by the end of this year. The two companies will work together to actively expand business opportunities in large-size e-paper displays. Lee Cheng-hao added that the Longke plant's production lines will also be operating at full capacity next year.
Li Zhenghao stated that large-size digital advertising is very popular among businesses, but it still needs time to be validated, so the implementation time is relatively slow. The biggest selling point is the solution that combines solar energy and e-paper, which is very convenient to move when used for outdoor advertising, unlike traditional paper advertising, which is very costly to replace and cannot be changed in a timely manner. LCD advertising panels have problems with light pollution and energy consumption. E-paper digital advertising can solve all of the above problems, so it is highly favored by the market.
In the third quarter of 2025, E Ink Holdings' revenue was NT$10.415 billion (approximately RMB2.359 billion), a year-on-year increase of 13%, and net profit attributable to shareholders was NT$4.238 billion (approximately RMB960 million), a year-on-year increase of 110%.
The company's cumulative revenue for the first three quarters reached NT$29.1 billion (approximately RMB 6.591 billion), a 29% year-on-year increase. Operating profit was NT$9.99 billion (approximately RMB 2.265 billion), and net profit was NT$9.4 billion (approximately RMB 2.129 billion), both record highs for the same period and surpassing the total for the previous year. (Source: Money DJ, TrendForce Display)
