This article is entirely about where displays are produced, so no need for “from the gut” stats.

According to TFA, about 95% are made in China and Taiwan.

The majority of non-Chinese fabricated displays are fabricated by basically 3 companies:

1. Samsung Displays - which primarily invests in SK and ASEAN

2. LG Displays - which primarily invests in SK and ASEAN

3. Japan Displays Inc - they are JV of Sony/Hitachi/Toshiba, and primarily Japan and ASEAN

The China related data does make sense given BOE and HKC's execution, but the Taiwanese data feels like an extrapolation of AUO and Innolux's market share. If they are including Innolux's production (which includes Pioneer in Japan), then it might be overindexing Taiwanese production.