Optical communication equipment manufacturers face sudden demand collapse with no customer order cancellations

Optical communication (光通讯) executives are experiencing panic as market demand has dried up, but customers are not formally canceling orders, leaving manufacturers in limbo with excess inventory and production capacity. Companies cannot accurately forecast demand or adjust operations because the silence from clients creates uncertainty worse than explicit cancellations. Current supply chain and demand planning systems fail to capture this 'soft demand destruction' where orders simply stop flowing without formal notification.