I don't think the point had anything to do with supplying the same type of product but merely they are both vendors to Apple. The distinction, of course, is that people supposedly worry about CRUS being too reliant on Apple, being a larger share of their revenue from one customer. INVN is totally different. They were growing even without having Apple as a customer. One of their main customers is nintendo (motion sensor in the WII), but they are not nearly so concentrated as CRUS.
I think that fear with CRUS is overblown. They have huge growth with Apple just by supplying more chips per unit now.