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E-paper display is a large category of new display technology, which is broadly defined as a reflective display with extremely low power consumption. We generally call paper-like reflective display technology that is comfortable to read and has ultra-low power consumption as e-paper technology. The e-paper display is bistable and only needs to be driven when the display content is updated. It does not consume power when it displays a static image and does not require a backlight.

At present, e-paper mainly focuses on paper-like and low-power IoT markets. The most significant application scenarios come from retail ESL and E-Readers, including smart e-readers, handwritten e-readers, study e-readers, and other electronic paper reading and writing end devices. According to Sigmaintell’s data, the global e-paper set shipments in 2021 will be about 210 mil., a YoY increase of 35.1%, of which ESL shipments will reach 190 mil., accounting for 95%.

2020-2027F Global E-Paper Set Shipment Trends (Mil., %)

According to Sigmaintell’s data, the global e-paper set shipments will be about 910 mil. in 2027, with a compound growth rate of about 26.5% in five years. At present, the global penetration rate of ESL is still less than 40%, and there is a large space for growth. Incented by multiple advantages such as energy saving, environmental protection, and labor cost saving, ESL has grown strongly. The compound growth rate of global ESL shipments in five years is about 25.1%. Affected by the sluggish global consumer market, E-Reader shipments are slower than ESL. It is estimated that under the trend of e-paper colorization and flexible technology, as well as the development of new application scenarios such as study e-readers and smart office e-readers, the compound growth rate of global E-Reader shipments in five years will reach 13.7%.

Driven by the joint promotion of upstream and downstream of the industrial chain, energy conservation, and emission reduction, and the global carbon neutrality strategy, e-paper is breaking through the limitations of application scenarios, including in smart logistics, smart medical care, education, office, industrial manufacturing, transportation, civil aviation, and other innovative scenarios. Specific products include logistics and storage tags, luggage tags, indoor and outdoor digital signs, notebooks, monitors, smart writing, mobile wear, etc. According to Sigmaintell’s data, the global revenue of e-paper end devices will reach USD 159 billion in 2027, with a compound growth rate of about 33.1% in five years.

中文：

预计2027年全球电子纸整机需求规模约9.1亿 片，五年复合增长率约26.5%

电子纸显示是新型显示技术的一大类别，广义的定义为具有极低功耗的反射式显示。一般把类纸一样阅读舒适、超低功耗的反射式显示技术叫做电子纸技术。电子纸显示具有双稳态性，只在更新显示内容时需要驱动，显示静态图像不耗电，且不需要背光。

目前，电子纸主要聚焦类纸和低功耗物联市场，最大的应用场景来自零售电子货架标签（ESL）以及电子书阅读器（E-Reader，包含智能本、手写本、学习本等多种电子纸阅读、书写终端）。根据群智咨询（Sigmaintell）调研数据显示，2021年全球电子纸整机出货量约为2.1亿，同比增加35.1%，其中ESL出货量达为1.9亿，占比高达95%。

在产业链上下游的共同推动下，节能减排、全球碳中和战略的带动下，电子纸正在突破应用场景限制，在智慧物流、智慧医疗、教育、办公、工业制造、交通、民航等更多创新场景中得到应用：物流仓储标签、行李标牌、户内外数字标牌、笔记本、显示器、智能书写、行动穿戴等。根据群智咨询（Sigmaintell）数据预测，2027年全球电子纸终端营收规模可达1590亿美元，近五年复合增长率约33.1%。