--- title: "Electronic paper with low energy consumption can support AI terminal displays, E Ink: We should be the beneficiaries" type: "News" locale: "en" url: "https://longbridge.com/en/news/278862696.md" description: "E Ink, a major electronic paper manufacturer, announced at its earnings conference that it expects full-year revenue for 2025 to reach NT$ 36.116 billion, a year-on-year increase of 12%, with operating profit of NT$ 10.674 billion, a year-on-year increase of 40%, and net profit of NT$ 10.515 billion, a year-on-year increase of 19%. The consolidated revenue for the fourth quarter is NT$ 7.016 billion, a year-on-year decrease of 28%. Chairman Lee Cheng-Hao stated that the shipment schedule has been adjusted due to clients' tax considerations. E Ink plans to expand production, expecting the new production line to contribute to revenue next year, and has passed a dividend policy, proposing a cash dividend of NT$ 5.9 per share" datetime: "2026-03-12T10:20:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278862696.md) - [en](https://longbridge.com/en/news/278862696.md) - [zh-HK](https://longbridge.com/zh-HK/news/278862696.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/278862696.md) | [繁體中文](https://longbridge.com/zh-HK/news/278862696.md) # Electronic paper with low energy consumption can support AI terminal displays, E Ink: We should be the beneficiaries E Ink, a major electronic paper manufacturer, held an earnings conference on the 12th, announcing that its revenue for the entire year of 2025 will be the second highest in company history, with both operating profit and net profit reaching record highs. In the fourth quarter of 2025, E Ink's consolidated revenue (in New Taiwan Dollars, the same below) was NT$7.016 billion, a year-on-year decrease of 28%. Operating profit was NT$688 million, a year-on-year decrease of 76%, with an operating profit margin of 9.8%. The net profit attributable to the parent company after tax was NT$1.119 billion, a year-on-year decrease of 68%, and earnings per share were NT$0.97, lower than NT$3.08 in the same period of 2024. E Ink Chairman Lee Cheng-Hao explained that customers began to consider tax implications starting in the second quarter, leading to shipments being moved from the third quarter to the second quarter and from the fourth quarter to the third quarter, which was also reflected in the revenue performance of the fourth quarter. Looking further, the consolidated revenue for the entire year of 2025 is projected to be NT$36.116 billion, a year-on-year increase of 12%. Operating profit is expected to be NT$10.674 billion, a year-on-year increase of 40%, with an operating profit margin of 29.6%. The net profit attributable to the parent company after tax is expected to be NT$10.515 billion, a year-on-year increase of 19%, and earnings per share are expected to be NT$9.14, higher than NT$7.75 in the same period of 2024. The annual revenue will be the second highest in company history, with both operating profit and net profit setting records, especially as the annual profit surpasses NT$10 billion for the first time. E Ink's board of directors has approved a dividend policy, proposing a cash dividend of NT$5.9 per share, with a payout ratio of 65%, which will be voted on at the shareholders' meeting on May 27. **▲ Key operational data for E Ink in Q4 and the entire year of 2025.** Looking ahead to this year, Lee Cheng-Hao pointed out that the annual revenue and profit will exceed last year, with the first quarter expected to perform better than the same period last year, estimated to be the second highest for the same quarter, and reaching the operational peak for this year in the third quarter. E Ink is actively expanding production, such as the fifth production line (H5) installed at the newly built factory in Hsinchu, which has already entered mass production and is continuously adjusting yield rates. The sixth production line (H6) is set to be deployed this year and contribute to revenue next year. Additionally, the new factory in Guanyin is planned to create the next-generation production line, with construction costs estimated at NT$5.536 billion, and there are also expansions in upstream materials technology in the U.S., all proceeding as planned. E Ink's capital expenditures last year ranged between NT$4 billion and NT$5 billion, with this year's expected level between NT$5 billion and NT$8 billion for investments in factories, machinery, and equipment. It is worth mentioning that last year, E Ink collaborated with over a hundred ecosystem partners to participate in the Touch Taiwan series of exhibitions, which was the largest exhibition in history. This year, the focus will shift to the Taipei International Computer Show (COMPUTEX 2026) from June 2 to 5, where they will showcase electronic paper applications alongside ecosystem partners ### AI is a Competition for Energy Efficiency As AI rapidly develops, energy demand has become a significant challenge for the global technology industry. Market research indicates that the electricity demand for AI-related computing and infrastructure is continuously increasing at an approximate compound annual growth rate of 15%; compared to the electricity consumption in 2025 and the estimates for 2030, the global additional electricity demand from AI will reach 469 billion kilowatt-hours (469 TWh), equivalent to Germany's total electricity consumption for a year, translating to over $70 billion in commercial electricity costs. In the AI industry chain, the terminal display devices that interact most frequently with humans have long been overlooked in terms of energy efficiency. "In an era where AI and digital services continue to expand, display devices are no longer just tools for information presentation; they are gradually becoming important energy-saving facilities that support AI operations. As AI's electricity demand continues to rise, improving the energy efficiency of terminal display devices is one of the most direct and cost-effective ways to reduce the overall energy burden," said Li Zhenghao. He believes that electronic paper displays, with their extremely low power consumption characteristics, can effectively release more electrical resources to support the continuous development of AI computing and digital services. In terms of display technology, electronic paper uses bistable display technology, consuming power only when the screen is updated. For large display applications, it is estimated that a typical LCD display board consumes about 2,083 watt-hours (2,083 Wh) of electricity when used for 14 hours a day (calculated based on the average power consumption of 30-inch to 88-inch display devices); however, electronic paper display boards consume only 2.53 watt-hours (2.53 Wh) per day, significantly reducing display energy consumption. Converted, each electronic paper display device can save about 759 kilowatt-hours (759 kWh) of electricity per year. If approximately 618 million electronic paper display devices are deployed globally, it could offset the expected additional 469 billion kilowatt-hours of electricity due to AI development from now until 2030. From a carbon reduction perspective, the aforementioned energy-saving effect is equivalent to reducing about 223 million metric tons of carbon dioxide emissions, which is comparable to the annual emissions of about 48 million cars or equivalent to the carbon absorption capacity of planting 3.7 billion trees. Li Zhenghao believes that through the transformation of display technology in the AI era, significant energy resources can be released to support AI growth. Due to rising costs from factors such as AI, electricity, and oil prices, customers are now more interested in and actively engaged with electronic paper display technology. "I wonder what everyone's concerns are." Li Zhenghao confidently said, "We should be the beneficiaries in the AI era, but everyone believes we will be affected." (Source of the first image: Technology News) ### Related Stocks - [YONGTAI TECH. 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