Originally Posted by sytech
Look, the display market has become basically a commodity. No one cares who produces it as long as it is affordable and meets a certain price/performance ratio. Value brands will always win out long term. The Japaneses pushed out the American manufactures. The Koreans pushed out the Japanese and now China will eventually push everyone out. You can not compete with their labor cost, factory operating cost, government subsidies, lack of environmental regulation etc. In 10 years, it will probably be LG in Korea, China Star (CSOT), AUO and eventually Hon Hai making panels for the entire large display market.
You are right. As a matter of fact it´s already happening. Sony used this strategy on it´s W line last year, and so did Panasonic with it´s remaining LCD units.
Sony W802a/(805a) 2013 used LG IPS Panels, Panasonic with its ET60B and of course the variants of the LG line, while Sony W955a 2013 had AUO VA Panels. No brand holds all the procedures and parts from their products (if they ever did in recent years). China and South Korea are here in the TV market to stay, and that´s why, IMHO, there´s no way to say who will be in the market within the next five years.
Only in 2013 we saw, besides this Panasonic-Sony OLED joint that falled appart, the Panasonic brand itself leaving the plasma TV ground to the LCD (except for the "fine" hairdriers
), and Mistubishi, with its once promising Laser panels, declaring they´re off the TV game for good.
This situation began long before, as factories in Japan are way much too havier to carry on when compared to the ones on Chinese or Korean ground, allied to "wrong" or "misplaced" market strategies that led to historical financial loss on long known brands like Sony and Panasonic.
I guess we can expect an overcome of new brands we´ve never heard of before, and a low leveling of quality of TV sets.