Digitiimes are reporting:
SiPix's EPD monthly capacity is expected to reach 200,000 in the fourth quarter of 2010 and to 400,000 units per month in the first quarter of 2011, Qisda noted.
SiPix aims to ship 900,000 EPDs in 2010. The AUO group estimates the global e-book reader market at seven million units this year.
Qisda indicated that SiPix's EPDs are competitive in terms of pricing, touchscreen support and production yield rate though SiPix's EPD whiteness is only at about 30% (with capacitive touch panel incorporated), which is lower than E Ink's.
I guess they have solved the serious QA issues they were having.
BTW,did you know that Sipix have been working on their display tech since 2005? I came across this reference to an article on epaper (I'm still looking for the article). It's rather interesting to see that of all the companies mentioned, only E-ink have shipped, and they hit the market back in 2006.
If you click the link you'll see that Qualcomm is mentioned with a "butterfly" screen. I didn't realize they were working on their Mirasol screen that far back. Kent Displays are also mentioned. Are you familiar with the Boogie Board? Obviously that's where Kent Displays focused their efforts.