Yeah, I am mostly referring to the higher models since each company will take care in making sure their flagship product is the best that people see because it can in turn get people to buy the lower models ironically. In the lower models for all the manufacturers the panels could come from anywhere, BUT the integration is still better with the better manufacturers. When you get to the cheapest models, all bets are off and the cheap models are their bread and butter - they sell the most and though they are not pulling in the premium margin, they still add up. There are more and more cheap factories pumping out panels, but the top tier are still only made by a few.
As OLED ramps, and it is still moving a bit slowly, things will shift and IMO, we'll see a change in the display business again. Due to the cost of manufacturing right now, the top OLED displays will still be coming from the big names for a while.