Originally Posted by KidHorn
You're missing the point. It doesn't really matter which company is making the panels. The bottom line is all the panels are being made by a single company and the price for OLED TVs is expensive because it costs a lot for the manufacturer to make the panels. Selling half the viable panels to Panasonic and half to LG as opposed to selling all the panels to LG isn't going to change that.
The market for OLED TVs is being dictated entirely by how much LG Display charges for the panels. Regardless of who is buying them. If the price for a 60" OLED TV is say $5,000, it won't matter if Panasonic and LG both sell basically the same TV for $5,000. What will matter is the number of people willing to shell out $5,000 for an OLED TV.
If the end price to the consumer is $5000, LG Display is selling that panel for less than $2500. The rest is additional costs (electronics, shipping, manufacturing, warranty, etc) and margin (manufacturer plus vendor). Vizio takes the same panels that everybody else is buying at similar prices and eviscerates the costs in the rest of the chain. The Chinese vendors may be able to do that for OLED's though that will mostly take place within China.
With Panasonic, it is more about possible quality improvements and customer choice. LGE is not going to make enough different models to supply all of the possible consumer configurations, nor would they likely get the floor space in retail to do so. Some want flat versions, some want lower gaming lag, or a different stand, or zero pixel defects, etc. The list goes on and on.
So yes, I do think that bringing on more OLED television vendors will ultimately increase total OLED units sales. That helps fill the fab which brings down per unit cost and possibly allows LG Display to build a 2nd fab.