Weekly

New Joint Venture: AUO, E Ink Invest in Large-Scale E-Paper Production

Large-format e-paper signage at competitive prices could soon become a reality. Through a new joint venture, E Ink is working with AUO to accelerate the production and market launch of large-format panels.

E Ink and AUO Display Plus (ADP), a subsidiary of AUO, are forming a joint venture. The two Taiwanese companies are investing 390 million Taiwan dollars (about 10.7 million euros) to build production lines for large-format electrophoretic display modules (EPD) in Taoyuan. Mass production is expected to start in the fourth quarter of 2025.

“Aggressive expansion” planned

ADP will own 51% of the joint venture, while E Ink will hold 49%. The venture will combine E Ink’s e-paper materials with ADP’s expertise in panel design, manufacturing, and its customer base for smart retail and digital signage. According to E Ink’s press release, this collaboration aims to drive an “aggressive expansion in large-sized e-paper display applications.”

“Looking ahead, E Ink will continue to enhance innovation and manufacturing capabilities in e paper materials, working hand-in-hand with ecosystem partners to expand the scale and competitiveness of the large-sized e-paper sector”, says E Ink CEO, Johnson Lee. “Together, we aim to accelerate the adoption of e-paper display applications and unlock broader market opportunities.”

Joining forces in development, production and marketing

“AUO Group values strategic partnerships to develop diverse display technologies within the ecosystem”, says Frank Ko, AUO’s CEO and President. “The strategic partnership between ADP and E Ink integrates technology, manufacturing, and marketing resources, providing more competitive products, a robust supply chain, and more comprehensive solutions to market demands.”

E Ink already has a long-standing partnership with the AUO Group, relying on the manufacturer for the supply of TFT backplanes. Due to the increasing demand for more sustanainable digital signage solutions, the two companies are expanding their collaboration to include joint production, development, and sales. The goal is to create high-quality, durable display solutions, establish a reliable e-paper supply chain for large formats, and accelerate growth in the expanding e-paper market.