LG TV

During the last conference call, Cypress semiconductor announced a win in the LCD vertical (from Seeking Alpha transcripts):

>>Lucky Gold Star put our CapSense into their new flat-panel TV. That’s a big trend right now. When you have a sleek black flat-panel TV, you don’t want ordinary knobs and buttons sticking out of the bottom. So we’re getting a lot of CapSense business on that.

While it is too soon to speculate if Immersion's technology might be used (although LG is a customer and the chip includes Immersion's technology), it may be appropriate to study the potential market.

This is taken from Bloomberg:

Global shipments of LCD TVs may rise 19 percent to about 169 million units in 2010, according to El Segundo, California- based ISuppli Corp. in May.

Isupply also forecasts 78 million units of 3D TVs in 2015.

More info from Twice.com:

>>LG Display commanded the biggest portion of large-sized LCD panel unit shipments in the first quarter, at 24.9 percent. The company now is expanding its capacity at its advanced 8.5 generation LCD fabs.

Samsung, with 22.4 percent share of unit shipments, also is plowing capital outlay into adding more 8.5 generation capacity.

In terms of large-sized LCD panel revenue, however, the two Korean giants trade places, with Samsung ranked at the top and LG Display in second.

Global production by area for large-sized LCD panels is projected to rise significantly as more capacity comes online in 2010. Production by area for large-sized LCD panels will rise 7 percent sequentially during the fourth quarter of 2010, leading to a 44 percent annual expansion for the entire year. Growth then will continue unabated for the next year, with production by area increasing 16 percent in 2011.