For the first question:
Insourcing is a definitely a possibility .
It takes about 2-3 years for a new component to be developed, refined, adapted, tested and released together with the OEM. With such long lead times, once you get in, a product is basically locked in.
I would also assume that for the OEM, if they decides to insource, they can do it on a slightly shorter notice and when it happens it could potentially affect a line of products . It might have a large impact on Sona .
See this is what Vivek Vikram Singh also said – Sona is creeping up the value chain leaving OEMs with integration , labelling and selling. I think he is unsure how things will pan out in the future.
We could see Auto go the notebooks way…or given how govt subsidies drive Auto companies worldwide : a push in insource.
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