IBM doesn't have a problem as IBM is a PC OEM that has their own management tools,application software & CSP.IBM can switch TPM suppliers without having to worry about providing users with the same application software experience....as all TPM suppliers would have to use IBM's TSS.
PC OEM's that have decided to use Infineon's application software through Infineon's TSS have problems in providing the same application software experience when they want to use alternative TPM's from manufacturers such as NSM,ST Micro & Atmel.
In order for Infineon's application software to be compliant with NTRU's TSS Infineon would need to licence Wave's CSP which is IP... or PC OEM's that currently use Infineon's Application software would have to switch to Wave's Application software when deploying two different TPM solutions....ie NSM & Infineon TPM's.