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Chronicles

The story behind the story

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Epson's new EcoTank printers hold two years worth of ink, cost between $400-$500 and replacement cannisters of ink will cost $52

Review: Epson Kills the Printer Ink Cartridge  —  The new EcoTank printers cost more up front but can churn for years without running dry

Wall Street Journal Wilson Rothman

Context & Ripple Effects

Epson's EcoTank line inverts the classic printer deal: instead of selling cheap hardware and recouping margin on cartridges, it charges $400-$500 up front for machines that hold roughly two years of ink, then sells replacement cannisters at $52. The review frames this as Epson 'killing the cartridge' — a direct attack on the recurring-consumables model that has underwritten printer-industry profits.

That model is worth real money downstream: five years later, HP's printer business was the prize in Xerox's Icahn-backed takeover battle, a fight Bloomberg valued at potentially $35B-plus. Epson's move targets exactly the annuity stream that makes print assets attractive.

First-order effects

  • High-volume home and small-office buyers get a fixed-cost alternative: one $400-$500 purchase plus $52 refills replaces unpredictable per-cartridge spending over a multi-year horizon.
  • Epson shifts its own revenue mix toward upfront hardware sales, trading guaranteed cartridge margin for a lower-frequency cannister sale every two years per machine.

Second-order effects

  • Rivals whose profits rest on cartridge economics — HP most prominently, given its print division's role in the later Xerox-HP fight — face pressure to match tank-based refill pricing or cede the high-volume segment to Epson.
  • HP's response visible in the coverage is portfolio diversification rather than price war: premium all-in-ones like the EliteOne 1000 and an early push into industrial 3D printing with the $130K Jet Fusion, building hardware-led revenue less exposed to ink commoditization.

Third-order effects

  • If refill-tank pricing becomes table stakes across the industry, the structural value of print consumables erodes — weakening precisely the recurring-margin logic that made printer businesses takeover targets and forcing consolidation around scale players.
  • Hardware differentiation (speed, resolution, form factor) replaces consumables lock-in as the competitive axis, favoring vendors with engineering breadth across print categories, from desktop tanks to industrial additive systems.

The trend: The printer industry is moving from razor-and-blades consumables lock-in toward prepaid-capacity hardware models, and the fight over HP's print arm showed just how much value was riding on the old model.