Shulou(Shulou.com)11/24 Report--

CTOnews.com, December 16, according to RUNTO's Quarterly report on Global E-Paper Market Analysis (Global ePaper Market Analysis Quarterly Report), global e-paper module shipments in the first three quarters of 2022 were 190 million pieces, up 20.5% from the same period last year. In terms of electronic paper machine products, the global shipment of electronic labels reached 180 million pieces in the first three quarters, an increase of 28.6% over the same period last year; nearly 8 million electronic paper tablets were shipped worldwide, of which 636000 were shipped through all channels in the Chinese market, and the online retail volume reached 538000.

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In the third quarter, the electronic paper module reached the highest single-quarter shipment in two years.

In the first three quarters of 2022, the global electronic paper module market shipped 190 million pieces, an increase of 20.5% over the same period last year. Among them, 71.34 million pieces were shipped in the third quarter, the highest single-quarter shipment in the past two years.

Quarterly shipments of global electronic paper moulds from 2021 to 2022, unit: thousand pieces B: electronic label shipments increased by 28.6% in the first three quarters compared with the same period last year

The application terminals of electronic paper products are mainly divided into two categories: B-end and C-end, focusing on the low-power couplet and paper-like market.

B-end applications mainly include electronic shelf tags (ESL), digital signage (Digital Signage) and so on. Its main advantage is that there is no need to deploy power lines, and only button batteries can be used to achieve several years of battery life.

The application scenarios with the largest shipments and the highest proportion come from electronic shelf labels, which are mainly used in eight fields, such as smart retail, smart education, smart medical care, smart office, smart transportation, smart logistics, smart civil aviation, smart industry and so on. In the first three quarters of 2022, 180 million pieces of electronic tags were shipped worldwide, an increase of 28.6% over the same period last year.

Global electronic shelf label quarterly shipments in 2022, unit: 100 million piece retail is the core application field of electronic paper shelf label. Looking back, the new retail will be hot, and a variety of retail smart hardware will appear, which will not only bring customers a convenient and comfortable shopping experience, but also help businesses save costs and improve operational efficiency. Businesses will also pay more attention to the integration of sales channels to cope with the increasingly complex consumer model changes, in order to complete the full coverage of consumers. At present, most countries, including China, are still in the initial stage of smart retail, and the penetration of e-paper labels is still very low. Therefore, for quite a long time in the future, electronic tags still have a huge market space, and will occupy the largest category of electronic paper applications for a long time.

C side: 8 million units sold in the first three quarters of the tablet; office books develop rapidly in China

In the first three quarters of 2022, the global e-paper flat market shipped nearly 8 million units, of which 636000 were shipped through all channels in China, accounting for 8 per cent of the global market.

Entering the third quarter, China's e-paper flat panel ushered in the third wave of new product release this year. If you add in October in the fourth quarter, a total of 9 brands released 11 products from August to October. The outstanding feature of this round of new product release is that more cross-border and non-industrial brands have joined in, which has greatly enriched the breadth of the e-paper flat panel industry, including MAXHUB in office scenes, Raytheon in game scenes, and luxury brand VERTU.

Most of the sales in China's e-paper tablet market come from online, and online channels account for nearly 80% of the total. In the first three quarters of this year, 538000 sets of electronic paper were sold online in China, of which 168000 were sold in the third quarter, down 20.4% from the second quarter, which may be due to the siphon benefits of 618. The fourth quarter is expected to usher in the annual shipping peak driven by the two major promotion seasons of Singles' Day and Yuanchun.

In terms of sales amount, in the first three quarters of 2022, the online sales of electronic paper boards reached 1.09 billion yuan, of which 400 million yuan was sold in the third quarter, which is basically the same as that in the second quarter on the premise of a decline in sales. It shows that the average unit price has rebounded considerably.

Monthly sales of electronic paper boards in China in 2022, RUNTO divides electronic paper plates into three categories: readers, intelligent office books, and intelligent learning books. In the comparison of the three, the learning book is still in an almost negligible market position, while there is a certain competition between the reader and the intelligent office book. In terms of sales, readers have been higher than smart office books almost every month, and sales of readers have gone up and down, but smart office books have generally shown a steady increase, surpassing readers at one point in August in the third quarter.

In terms of sales, smart office books reached 710 million yuan in the first three quarters, accounting for 65% of the total, while readers accounted for 360 million yuan, accounting for 33% of the total. The share of smart office books is much higher than that of readers, indicating that the advantage of market customer unit price is quite obvious. CTOnews.com learned that in terms of sales growth, smart office sales have been growing in the first three quarters, while reader sales declined significantly month-on-month in the third quarter.

The category structure of online sales of electronic paper in China in 2022, in terms of the development of the existing market, although the sales volume of China's e-paper flat market accounts for less than 10% of the world as a whole, the Chinese market is currently the most dynamic sales area. There will still be new brand players to enter the market.

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