That is linked to the question as to whether the cost of bikes remains high or might come down. I don't really understand what the barriers to entry are for these component manufacturers?

The biggest barrier is probably dealer acceptance. Many dealers exclusively support Bosch. If you bring them a different brand, they might refuse to service it. We are somewhat innovative; we have three. We have FAZUA; we also work with MAHLE, another significant player from Stuttgart known for their e-bike drive systems. Even for me, if I think about bringing in a new brand, my workshop leader will fight it.