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It is good to hear from someone in the display industry!

Please do provide some evidence. (not a snark)

So often here on HN we hear from experts in some field that common wisdom is wrong but we do not see the evidence. (HFT insiders come to mind)

I have been hearing the lamentations on the consumer side of eink for over 10 years .

My observation is that there is a dearth of competition and innovation in e-ink display industry.

What are the causes? Physics okay, but what else?

My hypothesis is that it is caused by Eink corporation choosing to go after a big slice of a relatively small pie. They are trying to grow this pie very slowly in a controlled matter not willing to sacrifice any market share.

I would love to hear otherwise.

Why are we as consumers only now getting one choice of a 20+ inch eink screen?

Analogy would be Mac:PC in the 1980s and their experiences with compatibles. Both Apple and IBM regretted allowing compatible devices. There is also Xerox and before-mentioned 3D printing.

So to me it seems E-ink has taken those lessons(closed system good/open bad) to heart.



I'm confused by your comment. You're making a claim that E-Ink is suppressing innovation. I state that doesn't seem to be the case in my industry, ie: the display industry. And you're asking me for evidence? Shouldn't the person making a claim that a company is suppressing innovation (ie: you) be the one to provide evidence? This is equivalent to someone saying Microsoft is suppressing innovation in operating systems. I would then respond saying I know a bit about operating systems and I don't see that. Then that person saying where is the proof that there isn't suppression by Microsoft. Do you see how your comment comes across?

> Why are we as consumers only now getting one choice of a 20+ inch eink screen?

You as a consumer can buy a mile of E Ink fpl if you like. They'll sell it to you. Then you can go and figure out how to laminate a >20" TFT backplane to it. Good luck getting that size in less than 1 million unit MOQ quantities especially now with all the backplane shortages. Good luck trying to convince VCs to fund your display startup with the billions you'll need to construct a physical factory. If they say they'd rather fund an AI, machine learning, internet services startup, tell us what convincing argument you'd use to convince them otherwise. No snark. Genuinely interested to see how you'll solve this problem that we in the display industry genuinely face.


I am making a claim that there has been insufficient progress in e-ink space.

I would love to hear your expert opinion on the causes.

We have not had the explosion in devices and the reduction in prices that has happened in other areas(scanners, various types of printers including 3D,LCD monitors, digital cameras, mobile phones, etc etc). E-ink is stagnating, this has been the constant lament on mobileread forums for 10 years.

Eink corporation usually gets the blame. Maybe they shouldn't and it would be interesting to hear it.

People want high quality color, people want lower prices, and we are not getting it.

https://wiki.mobileread.com/wiki/EBook_Reader_Matrix is rather limited.

Only recently we've had some larger devices. Why is only Dasung able to offer a very limited sized monitors and at a very high price to the consumer?

When/if ever will we have $200 e-ink monitors?


> I am making a claim that there has been insufficient progress in e-ink space.

Insufficient progress? How does one know what is sufficient progress? To provide an analogy to software, you're saying the equivalent of there has been insufficient progress in Linux desktop.

Perhaps E Ink set too high an expectation? I never thought they'd even reach their current level of achievement. In my opinion, they're achieving about as much as what they can achieve with the physics of their material and the level of demand the market provides to them. For example, the most common request I've heard is when are they going to have bistable color. The response I would have is they had that at SID2019 but then nobody wanted to pay $2000 for a 16 color display that peaked at 16" diagonal. That's not 16-bit color, that's 16 colors! So they pivoted to adjust to what the market was willing to accept which was about $100 for a 7 color 6" display. That's what the market was willing to buy. Last I heard even that's thin pickings with no high volume products. In the display industry, if you're not able to sell at least a million displays a month, you're a niche player who won't be able to support having a factory with a fully tuned production line. Backplane vendors will treat you like a red haired stepchild and you'll be perpetually on the bottom of their manufacturing queue.

> E-ink is stagnating, this has been the constant lament on mobileread forums for 10 years.

Physics is a bitch ain't it? Perhaps you can invent a way for a fast moving pigment particle to achieve bistable and consistent positioning. You have access to E Ink displays after all, you could invent your own drive scheme if you believe they aren't doing the best that physics allows.

> People want high quality color, people want lower prices, and we are not getting it.

Yes, I want a $100 iPhone 12 and a $1000 ferrari and I'm not getting it. Why is that?

> Only recently we've had some larger devices. Why is only Dasung able to offer a very limited sized monitors and at a very high price to the consumer?

Volume. How many people are buying? Not a million a month? Then who wants to make it? Price correlates with volume. If you want prices to go down, go find a million buyers and put down the order so that manufacturers can afford to build up a production line for that device.

> When/if ever will we have $200 e-ink monitors?

When a million people a month are buying it.




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