Analyst Report: Evolution of the E-book Market

Analysis

The emergence of a commercially significant electronic book (e-book) market in the past three years has been the result of two quite-recent technological developments. The first, and most critical, has been a breakthrough in the technology for manufacturing reflective electronic paper displays (EPDs), allowing for the introduction of affordable, lightweight and portable e-book readers such as Amazon’s Kindle and Sony’s Reader.

The second has been the rollout of reliable “3G” wireless broadband networks, which have made it possible to deliver digital books directly to reading devices without the intermediate steps of downloading files to a PC and then transferring them to a reader. Direct-to-device sampling and delivery, particularly with Amazon’s Kindle and Apple’s iPhone, have enabled impulse-driven e-commerce, which has been critical to early consumer adoption of e-books.

The technology for e-books, however, remains nascent. The Kindle and its ilk are very much first-generation devices that deliver the minimally acceptable experience.  Further development of the business will be closely tied to future technological developments, including flexible and color displays, format standardization and rich-media applications.

Table of Contents

  1. Summary
  2. Development of Electronic Paper Displays
    1. E-Ink
    2. Next Steps for E-Paper Displays
    3. Going Wireless
  3. E-Book Ecosystem and Industry Dynamics
    1. Amazon: The 800-Pound Gorilla
    2. Publishers Face Difficult, Inevitable Digital Transition
    3. Device Makers: Searching For the Right Anti-Amazon Strategy
    4. Formats
    5. Booksellers: Searching for the Right Anti-Amazon Strategy
    6. Wireless Carriers
    7. Market Data
  4. Potential Disruptors
    1. Google
    2. Business Applications
    3. Newspaper and Magazine Publishers
    4. ePub
    5. Social Networks
  5. Business Models and Industry Economics
    1. Amazon
    2. Publishers
    3. Device Makers
    4. Content Management Services
    5. Booksellers
  6. Copyright and Regulatory Issues
    1. Google Book Search
    2. Piracy
    3. Digital Rights Management
    4. The First Sale Doctrine
    5. Ghost in the Machine
  7. Competitive Analysis
    1. Amazon
    2. Sony
    3. Plastic Logic
    4. Interead
    5. iRex Technologies
    6. Apple
    7. Barnes & Noble
    8. Google
  8. Takeaways And Recommendations
    1. Technology
    2. Publishers
    3. Booksellers
    4. New Applications
  9. About Paul Sweeting
  10. About GigaOM Pro

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