Originally posted by falconeye That's known to me. Still, I guess Sony regards the own image business to be key to their lead in the sensor business.
It never was an issue for Intel because everybody can assemble a PC (and Intel always designed motherboards and chipsets with their CPUs). But it would be an issue for Sony if they wouldn't build cameras at all levels (phone to full frame) themselves.
And after all, the mirrorless cameras within Sony Image business are doing well, accounting for the lion's share in recent the increase of the MILC market. And then take the RX line, esp. RX100. They pawn what eventually will become the future mainstream of cameras.
My understand is that sensors key point is having a good silicon fab available. This explain why many camera maker have no sensor themselves but also why Sony is not protected at all from other silicon maker like Intel, ST Microelectronics, Samsung, AMD and so on. I think you don't see Intel here are there more money per wafer to make with micro processors than imaging sensors. But if sensor become a sudden eldorado, many new players may arrive. They may miss the specifics of how making a good sensor, but they may have as much if more knowledge on how to make chips.
Sony is also very bad as using and optimizing its own sensor. Typically with the same sensor, Pentax and Nikon manage to get better results than Sony. We will see when one of them start to use the new high isos sensor if they manage again to get more out of it. I would not be surprized that despite this 12MP thing, Nikon or Pentax would get more out of the same technology in 24 or 36MP version than Sony with their 12MP.
I do not see Sony protected at all here. In the medium term, Samsung could beat them to the game. They are like Sony building all kind of things, but they make money and they market cap is more than 8 time the one of sony. At the begining the Samsung phone where not so good compared to iphones. Now Samsung dominate the market, and I highly doubt they use sony sensors for their phones.