A Message Format Change Obsoletes the Installed Base
Newer distress beacons transmit a different message structure that legacy instruments cannot decode, and only about 27% of installed testers currently handle it. As fleets convert, a shop holding an older unit progressively loses the ability to certify the beacons arriving on its bench, which forces replacement on a timetable nobody in the industry set. This is the largest demand event this market has seen in decades and it is entirely regulatory in origin. Suppliers with approved decoding capability shipping today hold positions the others cannot reach quickly. Timing is the only variable a supplier still controls.
Market Impact: Requires checks every 12 months

