A couple of years ago, I was saying on Forums that Arri would fail, and people were calling me stupid. Ohhh its image is so special, etc etc how peasants could understand this. But the problem is you can't sell a lot of 70-100 000 usd cameras, the market is what it is, even more so when you have very capable cameras coming for much less. You reach a level where that 5% more cannot justify the 10, 20x the price. Before you had the highend market where camera cost/rent is peanuts compared to the overall cost, but that secondary market, the people that used to rent those highend cameras, can now buy a camera that will do 90% of what they need, and will rent only 10% of what they used to do.
Arri and most US/german companies are going to be eaten by the Chinese ones. They still live in the rental business, for camera and other gears light lighting etc. The principal of the Chinese is that they will produce affordable equipment for the many, that will help them also produce for few highend that they will sell. You will find Aperture/Godox/Nanlight models that will cost less than a hundred dollars, to 4k led light costing more than 10 000 USD. They will sell a thousands of the 300 USD 300 watt cob monolight, for perhaps every 10 000 USD 5000 watt one. But those thousands of 300 USD lights will help them for R&D for those big lights. same for camera, imagine if Arri had repackage the original Arri LF in a more affordable casing, taking out some features of frame rate and sell it for 10K. They would be selling thousands of them, perhaps at the detriment of their higher ends, but those thousands of 10k models would overall bring so much money.