Well, sorta

Yes, others are opening outside China production.

But the real point is that the quantities used in this gear are tiny. OK, terbium (green phosphor) is expensive, $5,000 a kg last time I saw.

But I would be absolutely astonished if the entire global electronics industry used more than 500 tonnes a year. More likely 50 tonnes. For example, it's also used in CFLs and the company that makes the majority of global CFL charges uses under 1 tonne a year.

Even if it's that higher number, 500 tonnes, we're still talking what, a buck or two per screen?