Aerospace: Supply Chain Melt Down to Get Worse, Says Manufacturer, Airbus, Boeing...
B737: The rate is supposed to go to 57/mo next July
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September 3, 2018 - by Scott Hamilton for Leeham News
There is more evidence the aerospace supply chain is in meltdown—and it's going to get worse, a manufacturer tells LNC.
The OEM requested anonymity to speak frankly.
As aerospace analysts gather this week in Seattle for their annual investors day at Boeing, based on the research notes I see, there's little indication they recognize the magnitude of the evolving problems with the supply chain.
Although the focus recently has been on Boeing and analysts will visit Boeing Wednesday, the issues affect all the OEMs.
This was followed by a Bloomberg report that Lufthansa Airlines continues to have shortages from Pratt & Whitney for the GTF engines powering the A320neo.
Since then, I've had my own additional conversations with the supply chain. The production ramp ups that already have been announced and those being contemplated are in peril and all manufacturers are being affected.
Airplanes stacking up
There have been many stories about the airplanes stacking up around Airbus' Hamburg and Toulouse production sites. The A320neo engine issues are widely known.
The problems over at Boeing also have become known. A flurry of stories about an increasing number of 737s fill just about every space at Renton Airport. A week ago, there were 49 in various states, according to the reliable plane spotter Chris Edwards. There were 35 MAXes, including 17 without engines. There were 14 NGs.
A good number of these were in...