CINNO Research: Increased memory prices and shortages are impacting the e-paper tablet market, with Q1 overall shipments declining by approximately 26% compared to the previous year.

Intelligence Finance APP learned that, according to CINNO Research's chief analyst Zhou Hua, in the first quarter of 2026, the global electronic paper industry is showing signs of differentiation. The electronic paper tablet market is experiencing a significant decline due to the double impact of memory price increases and shortages, with overall shipments decreasing by about 26% year-on-year. Among them, electronic paper readers are most severely affected, while the office market remains relatively stable. In sharp contrast, the smart retail market continues to grow, with a year-on-year increase of 18% driven by end demand.