subject: Tablet PC into the market power of paper books difficult to sustained high growth or [print this page] Tablet PC into the market power of paper books difficult to sustained high growth or
The Tablet PC may make cross-border e-reader a more aggressive feel the pressure. The power of paper books, the most important components of its electronic paper technology threshold is very high, and the yield lower. More than 40 brands in China, there are more than 100 about to enter the market. Book is an electronic paper electronic paper as a display screen of the new digital reading devices, and other electronic display devices compared with the radiation of small, low power consumption, not to hurt the eyes, and vivid display effect of advantages, such as recently been able to speed development. According to Digitimes data, the global e-paper book market from 70 million units in 2008, soared to 350 million units in 2009, annual growth rate of over 400%. 2010 e-book market is expected to reach 9.3 million units, of which China's growth will be the biggest hot spots.
Rapid launch global e-book market, making it the number of enterprises to invest in hot pursuit. It was reported in the electricity market paper books, in addition to the Amazon Kindle, Sony Reader and other internationally renowned brands, the Chinese mainland has more than 40 branded books, there are more than 100 about to enter the market.
E-reader market continues to heat up, also related to shares of listed companies by the blitz. For example, selling books by the impact of electronic paper, Hanwang technology boom in the first day of listing on the basis of nearly 100%, followed by lines along the way, more than one month, its stock price has more than 3 times the issue price. 12 April, the company made pre-increase announcement, the company expects first quarter net profit rose 300% ~ 400%.
Although the present results Hanwang Technology to improve, but there are indications that the future of electronic paper books may be difficult to sustain high growth. First of all, at present, except chips, the electronic paper display and most books mostly from outside the core components, many domestic enterprises do not control most of the core technology can not be replaced, to some extent, the power of paper how much the book itself does not technical content, nor there is any insurmountable technical barriers. As the market expanded rapidly increasing number of participants, e-book market into a fierce price war.
The relative power of paper books, the most important components of its electronic paper technology threshold is very high, and the yield lower. E-paper from the proportion of total cost of the rapid growth of e-books, may be able to see the future potential market risk. To Hanwang technology, for example, according to public information, 2008, e-paper e-book cost of the module costs only account for 9.86% Hanwang; in 2009 this had raised to 35.69%. It is reported that the cost of electronic paper accounts for the proportion of the total cost of books has reached Liu Cheng. As the market expanded rapidly in the future even though the price will come down e-paper, due to upstream manufacturers too little room for downward adjustment may be relatively limited, once the upstream supply of any controversy that could eventually cost as the electronic paper the proportion of total electricity cost of paper books The rising cost of the product caused a significant increase.
Second, more importantly, for the electrical paper books, in addition to industry competition, the Tablet PC may make cross-border e-reader a more aggressive feel the pressure. Electric paper books in the market after two years of training has just ushered in after the development period, overnight, become a Tablet PC has suddenly hot, and these two types of products regarded as the main functions of electronic reading. Some experts think that in the Internet age, Tablet PC devices with its rich experience will soon replace the single power market paper books. With the strong iPad stage, the industry began to worry about electric paper books will be gradually marginalized.
Currently, electric paper books there are still many short-term momentum should the outbreak, in the long term, product gross margin is difficult to maintain at a high level, the book industry in the development of electronic paper may still be to the content side, the future of e-books and electronic paper book market pattern will exist a lot of variables.
