New entrants can thrive in the optical communications terminal market, but there are challenges

New entrants in the optical communications terminal (OCT) market, particularly those that specialise in mirrors or other key components, must carefully assess their positioning amid increasing market consolidation and competition from vertically integrated giants such as Kuiper and SpaceX. To succeed, they should adopt a modular approach to OCT development, enable diverse applications and establish strategic partnerships to build end-to-end solutions.