In the context of global carbon neutrality, the global electronic paper industry has risen rapidly.

TrendForce estimates that the global e-paper market will be about US$4.65 billion in 2022, with an annual increase of 48.1%, and is expected to reach US$20.34 billion in 2026.

Under the trend of digitalization and sustainable development, related enterprises such as retail, logistics and warehousing will greatly increase their willingness to adopt electronic paper tablets, electronic labels and other products. The development of products from black and white to colorful has become the main growth driver of the electronic paper market scale.

Electronic paper, also known as electronic ink screen, is a display that coats electronic ink on a layer of plastic film, which can be attached to a thin film transistor circuit, and is controlled by a driver IC (integrated circuit) to form pixel graphics. Electronic paper has the characteristics of ultra-thin, rewritable, easy to carry, and can keep the display even when the power is cut off.

At present, the fields where electronic paper is widely used in China mainly include ESL (electronic shelf label), electronic book and electronic paper notebook. From the perspective of future trends and the application of existing digital technologies, e-paper will gradually appear in the fields of smart logistics, smart warehousing, and smart retail, replacing traditional paper.

According to incomplete statistics, 15 listed companies in the A-share market have deployed electronic paper-related businesses.

TIANMA has been used in the field of electronic paper for a long time and has been continuously supplied, and has maintained good cooperation with mainstream manufacturers in the electronic paper industry; in addition, the company has also actively cooperated with universities and research institutes to participate in special research on electronic paper technology.

Bayi Space has been investing resources in the research and development of cholesteric liquid crystals, which are involved in applications such as electronic paper, writing tablets, and dimming glass.

BOE has developed a reflective liquid crystal display technology, which not only has the eye protection effect of an electronic ink screen, but also can play full-color high-definition video smoothly.

AV Display's research project electronic paper is currently in the sample testing stage.