How much really is there to "veticalize" ? Microsoft won't build hard-drives, cpu's , memory modules, or display. And i think the big OEM's already design their

How much really is there to "veticalize" ? Microsoft won't build hard-drives, cpu's , memory modules, or display. And i think the big OEM's already design their own motherboards and assemble. So the only thing MS can save is OEM margin, and it's supposed to be razor thin(maybe 10%) . Is this such a big deal ?