MIGDAL HAEMEK · AIR
Detector supply, not turret assembly, sets optronics delivery dates [אביזור אינו הגורם המגביל]
Assembly capacity is adequate; cooled focal-plane arrays are the constraint. [מערכי גלאי מקוררים הם המגבלה.]
Compiled with AI · reviewed and signed by the desk
Optronics suppliers report that turret assembly capacity is not what limits delivery. The constraint sits upstream, in cooled infrared focal-plane array production, where the qualified supplier base is small and yields are inherently variable.
A buyer cannot substitute around this. Detector performance defines the system specification, and requalifying a turret with a different array is a multi-month exercise.
The commercial effect is that regional suppliers offering unrestricted equivalents win on availability even where their stated specification is slightly lower.
What to watch: detector fabrication investment rather than turret plant announcements. Only the former changes delivery dates.