TSMC deal just as likely to be a second source instead of single source replacement to my thinking; especially given what the industry just experienced with regard to the supply chain and the tsunami.
Besides, Mark hedged his bet well enough with the "forseeable future" tag, don't you think? :)
Looking towards the electronic industry with this perspective it seems that Samsung Electronic Devices Cell Phones, LCD/LED TVs will be getting more acceptance due to low price compared to apple, even Samsung is going with android that even add a feather.
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Are the design challenges the same as with embedded systems, but with a little developer- and IT-skills added in? What do engineers need to know? Rick Merritt talks with two experts about the tools and best options for designing IoT devices in 2016. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.