Nice generic article as usual and I agree with your ultimate speculation, but not timing. Yes, 3d will become more of a force in manufacturing and part production and design, but to what extent and when. Its already been delayed substantially with only one GE 3d part in mass production, the fuel nozzle. Mucho experimentation and testing, but so far just the one, and not the blades, are in mass production, not even close, so no EBM parts in volume production yet. Which is why GE has not taken delivery on what its committed to much less wanted more.
You miss two key questions in your post. 1. How many of those parts will be EBM and 2. When and to what extent will 3d take over the process and how much will be laser vs ebm. Those are the important questions to arcam and this board.
Do you think arcam has been trading well, either papa or baby, so far????? I don't. PPS went up shortly, now weakening, but volume so low couldn't sell any appreciable amount without killing the pps
