I think this is like any other business consolidation we've seen, of late. The larger shapers will sustain the short term drought of blanks the smaller, less devoted folks will go do something else for a living. Almost like the process of natural selection.
I'm also pretty sure that PolyU blanks will be abundant again in a few months. In fact I have 1 dollar (what do you mean I am risk averse?
) that I'll bet: next year at this time, blank supply is no big deal.
We will see changes in the industry, I'm certain. The smart folks, won't make the same mistake again, they'll buy blanks from two or more manufacturers so as to avoid the problems of a near monopoly, when the "King" decides to retire suddenly.