Quick Summary
Additional Context
We are at one of the most important moments in the powder bed fusion market’s entire history. EOS is on the retreat, retrenching itself in higher-volume industrial systems while dropping its entry-level system, the P110. The EOS M4 ONYX’s success in metal and large space and defense orders has increasingly made polymer a side quest for the firm. Farsoon has improved its reputation but is slowing down of late. The firm seems to be at an impasse, strategically trying to see if it will double down on polymer or use its resources to compete more with BLT and Eplus3D in metals. At the same time, it seems unable to make up its mind whether to focus on growth in China or strengthen applications development and service overseas. It can not do all four of these things well, but not choosing is hand