About 43% market share in MILC, which I think is trending down. Year to year fluctuations can be a tad volatile, but still something to watch.
If I were Canon I would be getting worried about chip fabrication for cameras. Canon's fabs are long in the tooth, and I've heard that most of their camera chips are third party fabricated. I think both Canon and Nikon outsource fabrication of a significant portion of their chips to Renesas, and I read that Renesas is retooling to produce more high-end AI chips as a percentage of their portfolio (much higher profitability per chip) which could hurt Canon's and Nikon's cost inputs and parts availability. I don't know if either company stocked up on chips in the last year or two. I would tend to expect fewer chip designs and more reuse of chips across multiple camera models for both companies. At least Canon can probably leverage market share to remain competitive, but I'm doubtful about Nikon.
If the chip information is accurate, Sony might pressure the camera manufacturers they supply and slowly squeeze their profitability. With so much international chip production retooling, Sony continues to produce chips for more of the camera market with some estimates stating that over 50% of cameras sold use Sony sensors. Tough years ahead for Canon? That may depend on if the AI companies actually deliver sufficiently on their promises--if they fail, chip makers could swing the other way in the next few years. Current earnings don't appear to support AI company valuations. When OpenAI is trying to make money with ads and subscriber plans, I start to worry.
Some years ago business analysts noted there were too many manufacturers in the space. Sometimes a crisis sends the circus out of town. Perhaps some smaller manufacturers will fold up their tents. I think it is a little weird that Ricoh has a niche DSLR-and-film-camera space with products like the Pentax 17, AND is profitable there, but such things are ultimately for consumers to decide.
/S