I just came across this in the NY times too:
http://www.nytimes.com/aponline/2009/06/01/technology/AP-US-E-Ink-Acquisition.html?ref=technology
I think the biggest effect of this is that epaper should reduce in price. PVI should be able to shrink costs from being sold the film by another commercial company....hopefully! Also relocating to the far east should help them purely geographically - a lot of companies which make screens in general are based there so there might be closer interactions which should likely increase production and could also reduce the price again by using cheaper labour prices. A lot of chemical countries in general are investing heavily in countries like China and India because the wages are so low that it pays to produce things there.
Also worth a note is that at the bottom of the NY times article they pointed out that E-Ink have not actually told anyone whether they are profitable yet or not - this implies that they are not which might have been a reason behind the acquisition but might have the knock on effect that there may be no effective price reduction to the consumer to bring them into black ink.