Prices of TFT screens in the supply route to manufacturers/assemblers have been in freefall for months now. Basic cause was 4 new flat screen production sites coming on line last year.
Massive oversupply has led to companies such as Samsung trying to initiate 'OPEC' type agreements to concentrate on larger desktop displays that still have some margin for them.
Collapse in growth of the desktop industry has meant other component suppliers having to hit the mobile computing sides of their buisnesses with a vengence.
Naturally the prime laptop companies will ride the cash cow as long as they can but there is a huge adjustment in pricing on the way.
Rob