John Siracusa

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.

Sony has good processing, uh, but still in areas like, uh,

Why do Sony televisions still only have like two HDMI 2.1 ports, whereas LG and Samsung have four?

Because Sony outsources the chip for handling that, and the company that makes the chip hasn't made one that can do four, and it's just...

it's, it's a weird and complicated landscape and I don't really blame Sony for doing what it's done, which is we need a manufacturing partner who can make huge amounts of TVs cheaply and who looks like they have a good technological roadmap.

And, uh, speaking of roadmap, it's time to wake Casey up and, uh, talk about this next one here.

What?

Is that right?

It's like P3, but bigger.