There was a comment by a throwaway account on a recent HN article about e-Ink displays that describes how e-Ink company monopolizes its contribution to epaper device BOMs and how difficult it was to actually integrate their parts. I'm having difficulty finding it but it was posted in the last few days.
From my understanding, they hold a large number of epaper patents and have made it difficult for other manufacturers to produce similar panels. EInk then also sets high prices their own panels, making it expensive for manufacturers to source EInk panels
