On November 20, E Ink (8069) reported strong financial performance, with revenue reaching NT$291 billion in the first three quarters, up 29% YoY. Net profit hit NT$9.4 billion, and EPS reached NT$8.17—both record highs for the same period. In Q3 alone, revenue was NT$10.415 billion, with net profit of NT$4.238 billion, maintaining solid growth momentum.

Chairman Johnson Lee noted that although Q4 may be seasonally softer, Q1 next year is expected to deliver positive YoY growth. The company remains confident that revenue and profitability will continue to reach new highs over the next three years.

From a business perspective, Electronic Shelf Labels (ESL) shipments exceeded 500 million units this year, driven by major retailers like Walmart. Large-size e-paper signage is expected to see the fastest growth due to a lower base, while e-readers and color devices continue to grow steadily.

On the capacity side, the H5 production line has entered pilot production and will contribute revenue next year, with H6 underway. As demand for larger displays rises (55”–85”), E Ink is expanding capacity and strengthening R&D to maintain its leadership in e-paper technology.