I wonder why this is such a big deal. Maybe because South Korea’s Samsung and LG.Philips LCD have been partying for too long without inviting the Japanese or the Taiwanese. Maybe. I have issues with making something like this a big deal. Of course, reporters and writers have to write about something so they bite into anything. Let’s look at how many LCD manufacturers there are in these two countries:
4. Quanta Display (will be eaten up by AUO)
2. LG.Philips LCD
That’s 6 to 2. It’s actually surprising that South Korea has been able to maintain its lead over Taiwan with only two companies. I would say South Korea has the better model: more resources are focused into just two companies instead of six (or more?).
Resource: LA Times