"The arrangement was working the way it was supposed to: China would turn out the commodity hardware -- the turbines -- and a U.S. company would retain control

"The arrangement was working the way it was supposed to: China would turn out the commodity hardware -- the turbines -- and a U.S. company would retain control of the high-margin intellectual capital-end of the business." "AMSC’s products accounted for about 12 percent of a Sinovel turbine’s cost in 2008, according to public filings. By 2011 they made up 18 percent, said Schwartz, the U.S. consultant." "Even if Sinovel wanted to renege on its contracts, all its existing 1.5-megawatt turbines were powered by AMSC electronics. If the company wanted the upgraded LVRT software, Sinovel would have to come to the table." Is it that hard to see that this relationship was not sustainable?