Analysis of the impact of raw materials on the printing industry
In the first half of 2010, Cotai Paper added a phase of 600,000 tons of coated paper capacity, and in the second half of the year, the Japanese prince added 400,000 tons of coated paper capacity. The 800,000-ton coated paper project can reach capacity in about mid-2011. In 2011, China's new capacity for coated paper will reach 1.2 million tons. In 2011, a turning point in price reduction is likely to occur.
In 2010, the annual domestic demand for coated paper was more than 3 million tons, and exports were more than 1 million tons. If exports return, it means that demand will increase by more than 30%. However, the market demand in 2010 only increased by about 10%, so experts believe that in 2011, domestic papermaking companies' sales prices, unit profit, gross profit per ton and operating rate will decline.
In 2010, the market was positioned as the first year of e-readers, but due to various factors such as environment and price, the annual sales of e-readers in 2010 were lower than previous expectations that were too optimistic. A new analysis predicts that in 2011 The price of readers may continue to decline, from the rise of the price war to the content resources battle is in the ascendant. While the e-reader market is closing in 2010, it is also considering the trend of differentiation. Following the development law of the digital publishing market of “seeing the terminal in the short term, watching the platform in the medium term, and watching the content in the long term”, many people in the industry believe that the e-reader market will face consolidation in 2011.
US market research company Gartner released a report on Wednesday that global e-reader terminal sales are expected to reach 6.6 million this year, an increase of 79.8% from 3.6 million in 2009; global e-reader sales in 2011 will reach 11 million, compared with 2010 Up 68.3%. For the traditional book printing market, e-readers are the challenge of the future.
However, technological progress is not shifted by human will. With the rapid development of e-readers, the emergence of tablet media has become a threat to the e-reader market. Because the screen supports color pictures and dynamic video, tablet media can provide an engaging experience for electronic magazines and newspapers. By integrating external applications, tablet media can implement many different functions, including support for e-reader functions.
In the future, e-reader manufacturers will also need to offer lower prices than full-featured tablet media. This has the potential to reduce profit margins, potentially provide retail subsidies for hardware, and even the ability to acquire low-cost parts. We believe that only a few end users will buy e-readers and media tablets at the same time, so maintaining price advantage is important for e-readers.