Does the analogy really work, though? Is RAM more akin to tires or some other component like the fuel tank?
I'd argue existence of interchangeable commodity components in computing has been very abnormal and because of the direction the "computer market" is going, I'm not sure how much longer it'll persist.
For now, it's still most profitable for the manufacturers and OEMs to source cheap interchangeable parts from many sources. If the industry consolidates even more, though, it may be more profitable to vertically integrate. That was the way before the PC clone market. Hopefully not, but we'll see.
I'd argue existence of interchangeable commodity components in computing has been very abnormal and because of the direction the "computer market" is going, I'm not sure how much longer it'll persist.
For now, it's still most profitable for the manufacturers and OEMs to source cheap interchangeable parts from many sources. If the industry consolidates even more, though, it may be more profitable to vertically integrate. That was the way before the PC clone market. Hopefully not, but we'll see.