This excerpt taken from the SIRI 10-K filed Mar 16, 2005.
Risks and Uncertainties
Agere is currently the sole supplier of chip sets to our radio manufacturers. ST is developing our next generation chip set. Further changes in chip set suppliers could cause a delay in manufacturing and a possible loss of sales, which would adversely affect our operating results.
SIRIUS radios are produced by a limited number of manufacturers. An interruption in the supply of SIRIUS radios could adversely affect our operating results.