John Siracusa

But the point is, it's not like silicon chips where it's just TSMC and like a few other companies or whatever.

But it's the companies that can make TV size panels in any kind of volume are small in number.

Everybody else uses those panels.

Sony uses them.

Panasonic uses them.

Obviously, Samsung uses them.

LG uses them.

TCL is one of those companies.

TCL makes panels.

They make LCD panels and they're building factories to make OLED ones.

So Sony partnering with them makes some sense because like we weren't making our own panels anyway.

And we're not we're not quite sure how to go forward in this business because just being at the high end is not giving us high enough volume.

So we don't really have a low end story.

So TCL, you have huge amounts of manufacturing.

You take stuff over for us.

So that's.

that's kind of the shape of things here.

It's still per pixel lighting versus not per pixel lighting.

It's still, uh, companies taking panels made by other companies who are probably their competitors and packaging them into TVs with their own processing and everything.

Um, and you know, Sony has been doing well there.