DisplaySearch put out this press release on Tuesday:
The popularity of e-books, particularly Amazon’s Kindle, drove electronic paper display (EPD) shipments to 5 million units in 2009, up 417% from 950 thousand in 2008, according to the DisplaySearch Q1‘10 Quarterly Small/Medium Shipment and Forecast Report. DisplaySearch has added e-books to this report for all sizes, including applications using displays 9” and larger, such as Amazon’s newest Kindle DX.
Figure 1: EPD Shipment for E-Books
Amazon’s Kindle e-book, with a 6” display, captured 66% of the total EPD market in 2009. This market domination is expected to increase as the Kindle DX, with a 9.7” display, is positioned to compete with Apple’s iPad, released earlier this month, which uses a 9.7” TFT LCD.
I'd really like to know where DisplaySearch got their information. To the best of my knowledge, everyone who knows the actual number of screens shipped cannot discuss it because of non-disclosure agreements. Also, PVI (the E-ink screen manufacturer) doesn't publish this information either.
But it sounds like DisplaySearch is tracking actual shipments, which means they might have solid data. Does anyone want to buy the report so we can find out?