Nothing but speculation? Is it speculation that Canon has been behind on low ISO DR for ~6 years? Is it speculation that Canon has been and remains the dSLR market leader? I make a logical conclusion based on facts. Or if you prefer, it's nothing but speculation that the sun will set at the end of the day.
Logic you say? Your premises does not support your conclusion, as I have already tried to point out but you obviously missed. I.e. you are just speculating or perhaps trolling. Does beeing a market leader mean they can't do better? No difference between 80% and 40% market share? How do you know how much or little of the market they miss out due to this DR issue?
I didn't miss your point. No one knows
how much or little of the market Canon misses because of DR, and by that token no one knows that the sun will rise in the morning. But who is in the best position to guess the differential market share for DR...you? Me? Or a company that spends significant amounts of money on market research? We can observe where Canon has improved their dSLRs, we can observe what other manufacturers offer, we can observe market share. From those observations, we can draw conclusions. Canon has not substantially improved low ISO DR. Other makers deliver more low ISO DR. Canon remains the market leader. Connect the dots, it's not hard.
Hypothesis; If Canon had sourced the 36MP sensor used in the D810 and A7r (I think it is) and released a 5DS&5DSR version with that two years ago. What would have happened to their market share, up or down? I think the answer is obvious. Would it require massive R&D investments? No. Would Sony sell? Yes, they sell to everyone.
I don't think the answer is obvious at all. Well, maybe it's obvious that market share would have increased, but by how much...and at what cost? If a 5% increase in market share requires 20% greater production costs, is it fiscally sound? Market share is important, but what really matters are revenues, profits, and shareholder value. Would you like to have a company that had 100% of the market share for replacement parts for the Edsel?
Consider that in the fourth quarter of last year, the Apple iPhone had ~15% of the global smartphone market share. Pretty unimpressive, right? Samsung is really clobbering them, right? But...for that same quarter Apple had ~93% of the global smartphone profits
. So, who's clobbering who?