The consumer products industry is largely vendor driven - companies decide what products to offer and then make and sell them. The big money in the defence indu

The consumer products industry is largely vendor driven - companies decide what products to offer and then make and sell them. The big money in the defence industry is customer driven - the DoD (etc.) decides what they need then goes out and gets several companies to compete to drive it. I think this has implications for the particular question being asked here in terms of growth opportunities, but I also think it's a big reason why the defence industry is stagnant and has to copy innovation from the consumer sector. If companies were coming up with products (all the way up to warplanes), and then selling them to customers I think there would be much greater advancement, and probably much better product focus on what the product is trying to achieve! There are obviously business model challenges to this - you're talking about a product with potentially 1-2 customers in some cases, and therefore a lot of risk. But it's interesting that the Israeli defence sector has moved a little more in that direction.