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郭明錤:料亞馬遜(AMZN.US)明年推出彩色Kindle電子書閱讀器
阿思達克 03-01 11:45
天風國際分析師郭明錤預期,亞馬遜(AMZN.US)可能將於2025年導入元太的彩色電子紙ACeP (Advanced color ePaper),預計將推出約6吋與10吋的彩色Kindle電子書閱讀器。因ACeP採用帶色粒子,故色彩飽和度與對比度均顯著優於目前已出貨的彩色電子紙Kaleido(採用彩色濾光片與黑白粒子)。此外,ACeP採用Oxide背板,有較佳反應速度。 他認為,今年彩色電子書市佔率顯著提升,為亞馬遜積極在明年導入彩色電子紙的主因之一。 此外,他預期彩色電子書出貨量預計將在今明兩年年大幅成長,該結構性改變的關鍵在於顯著改善閱讀體驗,除有利於內容業者販售更多電子書,預期長期也將推升電子書閱讀器市場規模至每年約1,500至2,000萬部,相對於去年約1,200萬部。
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