jmho
I think the other companies are waiting to see if they can determine how much $$$ LG paid for their license.
No one will move until they think they have a better understanding of what the cost is or should be.
Right now they only know what they are being told. If i were them I would wait to see the quarter and try to determine a number so i had more info to negotiate with.
My guess is sometime after the quarter is reported you may see one or two more fall?
We shall see
JMHO