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To be fair even if they could build a 10x larger e-ink panel factory it’s uncertain if they could shave costs by more than maybe 40% to 50% per panel. And it’s
by MichaelZuo 7d ago
To be fair even if they could build a 10x larger e-ink panel factory it’s uncertain if they could shave costs by more than maybe 40% to 50% per panel.
And it’s very questionable whether there is genuinely 10x more latent annual demand for e-ink panels at that still not cheap price point.