Check out this interview on Forbes.com with Sriram Peruvemba CMO at E Ink Holdings. Here are some quotes from the interview:
The big five in the LCD industry based on 2011 revenues are Samsung, LG, CMI, AUO and Sharp. It costs upwards of $1B to build a TV-class LCD factory in Asia. A state of the art Gen 10 LCD factory might cost upwards of $3B if built today. In the past few years, the industry has been more in the red than in the black. Margins in the display business tend to be razor thin, particularly in consumer applications.
So what makes LCDs rule? There is one spec that LCD has that beats every other technology, and when I mention this to a room full of engineers, they think I have crossed over to the dark side. This spec is called “price,” which is the most important spec for displays.
Take your favorite TV or mobile phone, the display is what catches your attention. A significant portion of the purchase decision for a TV, Monitor or GPS unit is based on the impression created by the display, yet the average consumer has no idea who made the display. Being an ingredient display brand in the consumer electronics industry is very tough, I can tell you this from personal experience.
