Institution: The increase in memory prices and shortages are impacting the electronic paper tablet market, and the smart retail sector continues to expand.

According to CINNO Research, in the first quarter of 2026, the global electronic paper industry showed a differentiated trend. The electronic paper tablet market experienced a significant decline due to the dual impact of memory price increases and shortages, with overall shipments decreasing by approximately 26% year-on-year. Among them, electronic paper readers were most severely affected, while the office market remained relatively stable. In sharp contrast, the smart retail market continued to grow, with a year-on-year increase of 18% driven by terminal demand.