E Ink Holdings say that it expects low demand for e-paper displays in the first half of 2018, as the e-reader market is set for a low season as customers are transitioning to new models and are not ordering new displays (but rather use these in their inventories). E-reader displays account for about 70% of E Ink's revenues in 2017.
Displays for e-notebooks and electronics shelf labels are expected to grow in the period, but apparently this won't be enough to offset the low demand for e-reader displays.
