I was not talking about the hi-end LCD panels.
I am talking about all those very affordable LED flooding the markets today. So cheap that our household alone has 2 65" and 2 55" TVs. Even our driver has a 42" LED in his home. This would not have been possible years ago.
For value-oriented LCD TV panels, it truly is commoditized. Relative new comer Beijing Oriental Electronics actually overtook Taiwan's largest producer (Innolux) in sheer volume, while the even newer China Star Optoelectronics overtook Taiwan's other large producer (Acer Unipac). These new players are pulling down LCD prices.
The current LCD TV Panel giants are (based on 2016 sales):
1. LG (Korea) - 53M units
2. Samsung (Korea) - 47M units
3. Beijing Oriental (China) - 44M units
4. Innolux (Taiwan) - 42M units
5. China Star (China) - 33M units
6. Acer Unipac (Taiwan) - 27M units
7. Sakai Display (Japan) - est. 10M units