Supply chain and delivery problems at Boeing and Airbus are opening giant markets for China's COMAC

Video: Supply chain and delivery problems at Boeing and Airbus are opening giant markets for China's COMAC will be bigger than Boeing & Airbus combined by 2040 波音和空中巴士的供應鏈和交付問題正在為中國商飛打開龐大的市場，到2040年，其市場規模將超過波音和空中巴士的總和

https://www.airbus.com/sites/g/files/jlcbta136/files/2024-07/Infographic%20GMF%202024-2043_UG6D.pdf
https://www.airbus.com/sites/g/files/jlcbta136/files/2024-07/GMF%202024-2043%20Presentation_4DTS.pdf
https://investors.boeing.com/investors/news/press-release-details/2024/Boeing-Forecasts-Demand-for-Nearly-44000-New-Airplanes-Through-2043-as-Air-Travel-Surpasses-Pre-Pandemic-Levels/default.aspx
https://www.bloomberg.com/news/articles/2024-06-24/airbus-cuts-delivery-goal-slows-a320-build-rate-in-setback
https://skift.com/2024/06/25/airbus-will-deliver-fewer-new-planes-this-year/
http://english.comac.cc/

Boeing and Airbus both forecast that over 40,000 new passenger jet aircraft will be needed across global markets in the next 20 years. Most of these new planes will be for emerging markets in Asia, South America, and Africa.

Further, the most in-demand aircraft will be single-aisle narrowbody jets. Currently that market is served by Boeing's 737 and Airbus' A-320.

But the Commercial Aircraft Corporation of China, or COMAC, has aggressive growth plans in this market as well, and recently introduced their C-919 model to compete directly for market share in that space. COMAC already has some huge advantages, given that so much of the new demand will be Chinese airlines themselves, and in countries that are more closely aligned with China.

Making problems worse for Boeing and Airbus is their struggle to fill orders from long-standing customers, in markets they serve now. Chronic parts and labor shortages, engine delivery issues, and vendor problems are pushing back production and delivery schedules, creating a vacuum that COMAC is hoping to fill.

波音和空中巴士均預測，未來 20 年全球市場將需要超過 40,000 架新客機。 這些新飛機大部分將銷往亞洲、南美洲和非洲的新興市場。

此外，最受歡迎的飛機將是單通道窄體噴射機。 目前，該市場由波音 737 和空中巴士 A-320 提供服務。

但中國商用飛機有限責任公司 (COMAC) 在這一市場也制定了積極的成長計劃，並於最近推出了 C-919 型號，以直接爭奪該領域的市場份額。 鑑於大部分新需求將來自中國航空公司本身以及與中國關係更為密切的國家，中國商飛已經擁有一些巨大的優勢。

對於波音和空中巴士來說，雪上加霜的是，他們在目前服務的市場上難以滿足長期客戶的訂單。 長期的零件和勞動力短缺、發動機交付問題以及供應商問題正在推遲生產和交付計劃，造成中國商飛希望填補的真空.