Yuan Tai is optimistic. This year, the shipment of electronic shelf labels is expected to explode. It looks like 100 million new highs.
Amazon's no-convenience store 'Amazon Go' has set up an unpopulated store and a new retail boom. The electronic shelf label scans down the consumer's unit price and total amount of consumer goods, and analyzes people’s consumer behavior through relevant data. Key roles for the success of stores and new retail models.
Yuantai and BOE alliance, is the first time on both sides of the strait in the field of electronic shelf labels a large array of 'strong cooperation,' cooperation, but also the two sides to get rid of panel production compete, compete with each other, in the display industry to cooperate with the case.
Yuantai executives confirmed that they have an ally relationship with BOE in the electronic shelf label, but details cannot be disclosed; this year the company’s electronic shelf label shipments are expected to show 'explosive growth'.
In the past few years, Yuantai’s annual sales rate of electronic shelf labels has been around 30%. Last year, total shipments amounted to approximately 52 million units. This year’s increase is expected to be better than in previous years, and it will be multiplied upwards with a total of 100 million units. High innovation.
Yuan Tai revealed in the law meeting earlier this year that it will respond to the market's growth in the demand for e-paper, and expand production in the United States in South Hadri, in Linkou, Taiwan, and in Yangzhou, China. Capital expenditures will be 3 years over the past few years. Billion to 400 million yuan doubled. This large-scale expansion of the operation, has revealed that Yuantai optimistic about the electronic shelf labels and electronic notebook (eNote) two major categories of products, both will enter the outbreak of growth.
Economic Daily provided
It is understood that Yuantai and BOE have formed an alliance, mainly through the two sides jointly invested in the French electronic shelf label factory SES-imagotag. It is reported that currently BOE has nearly 80% of SES-imagotag equity, which is the largest single shareholder; Yuantai then invested 26 million euros (about NT$933 million), holding about 6%.
SES-imagotag took advantage of existing legal tactics to gain ground in Europe and won many orders. Yuantai and BOE formed an alliance through SES-imagotag, and Yuantai provided electronic paper materials. BOE provided panel substrates and expanded the grab. Shan Liji, has won the new retail business case of Alibaba, Ma Xiansheng, the world's leading retail store Carrefour, and Europe's largest department store Marks & Spencer orders.
According to the industry analysis, Yuantai is the exclusive supplier of electronic paper materials for electronic shelf labels, but it is at the top of the supply chain and it is difficult to grasp the pulse of the terminal market. After the stake in SES-imagotag and the alliance with BOE, it helps Yuantai to grasp online and online. Under the market trend, grab the initiative.
Reading secretary / electronic shelf label
The Electronic Shelf Label (ESL) refers to the use of STN-LCD, TFT-LCD, or more energy-efficient electronic paper display to replace the traditional paper label. With the rise of the Internet of Things, it can be more intelligent. Function, also known as 'smart label'.
In the hypermarkets developed in Europe and the United States, before the traditional shopping season such as Thanksgiving and Christmas, when paper labels were used in the past, it took 1.5 months to change the label of the goods on the shelves one by one, which was time-consuming and labor-intensive. And costs.
After replacing it with a smart electronic shelf label, it takes only 1 minute to get the price of the entire store to change.