Also if your hardware goes obsolete in 5 years, it means twice a decade your customers are forced to decide to buy your next version or a competitor's.
And many companies like to have a portfolio of both, or an offer at least from the closest competitor. Tim at Apple for example played this game for decades to make sure he always received competitive prices for parts. They tried to pull it off with modems and it backfired badly. So they built their own. But if QC was to play really nice with companies like Apple and Samsung etc, they could actually maintain their moat. But then good management is another important requirement which is a problem here.
>was to play really nice with companies like Apple and Samsung etc, they could actually maintain their moat.
This gets in the way of maximizing quarterly earnings. The issue would be price fluctuations which means some quarters will be lower and some will be higher, and it may not average out the same year to year relative to what investors usually expect.
Management therefore lacks incentives to play well with others, and thus they don't
