No, not the same situation at all. Canon has to compete with Nikon, Sony, and the others. The other companies are what give Canon their incentive to innovate.I tend to disagree, having such a monopoly on sensors would be bad for innovation.
I agree with your disagreement (huh? )
Is this not the situtation we have with Canon? Canon SLRs only uses Canon sensors, so any innovation of the sensors used in Canon cameras must come from Canon. Is not more likely that Canon will drift along trying to sell their existing sensors for as long as they can in order to reduce costs (increase profits)?
Canon is not going to innovate their sensors simply because a newer technology is there. Canon will innovate their sensors only if they feel they can make a business case of lowering costs/increasing profits.
Once you get your customers hooked with a big expensive lens kit, you can innovate the sensor when ever you feel like it.... or not.
The customers have hairs that are shorter, and Canon has a pretty good grip on them.