China-based manufacturers with Blu-ray licenses. As we've already seen, select Chinese companies have long since been listed on the BDA's website of licensees, but according to recent reports, even more are being allowed to "undertake R&D, production and marketing of BD discs, players or drives." It's said that the 11 in question include TCL, Malata, China Hualu Panasonic AVC Networks and Desay, and that volume production is expected to begin from at least some of them as early as 2009. It'll definitely be interesting to see where this takes things, if these whispers are in fact accurate.
[Via HDTV Info, thanks gamedude420]