Vinita Jakhanwal, a senior manager at iSuppli, said the following:
It's been made clear previously that Apple wants to diversify its suppliers because of its patent lawsuits against Samsung. While Samsung is now going to supply the lion's share of the LCDs for the new iPad, LG is Apple's largest supplier of LCDs for the iPhone and older models of the iPad.
Jakhanwal said that might change relatively soon. LG and Sharp, assuming they fix their quality issues, may start shipping panels for the new iPad as early as April.