Two suppliers can describe today’s defence market in completely incompatible terms.
One has watched its customers, competitors, timelines and requirements all change inside five years. The other is seeing strong demand from familiar customers, for familiar products, on business-as-usual contracting. Some companies see both patterns across their own product lines.
Both accounts are accurate. The shifts underway are not reaching every part of the supply chain at the same pace.
Counterpoint’s latest white paper sets out the five dimensions along which the defence market is broadening — mass versus performance, software versus hardware, surge versus rate, products versus programmes, and sovereign control versus interdependence — and what each one asks of suppliers.