Samsung exec: Apple’s ‘iTV’ is nothing to worry about:

recent rumors suggest that OLED panel supply constraints forced Apple to instead opt for IGZO panels in its upcoming HDTV

(Via Hacker News)

From what I’ve seen, Apple doesn’t compromise. If a real TV is in the works and they can’t get the panels they want I don’t doubt they’ll put off launch, and keep improving in the background, until they can.