Earlier quoted context omitted.
Sony's image sensor fab business is a bit different. First of all, there's two companies: Semiconductor and Imaging. Sony opens some of their technologies to other customers by transferring Imaging unit's patents to Semi and allows them for re-licensing. So, not everyone is using the same sensor even if they are coming out from the same fab. Second, there's customer tailored sensor business. Sony can provide a custom…
Totally agreed, but if that one fab company falls over, much of the imaging industry has a problem. That's the monoculture.
It's not very very different in the bigger picture if you ask me.
Please correct me if I'm wrong.