Assessing A320 production rate interest in >70/mo

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Introduction
Sept. 17, 2018, © Leeham News: With the supply chain under major stress and Airbus and Boeing trying to recover from scores of “gliders” sidelined at airports without engines, each company nevertheless continues to study production rate increases for the A320 and 737 families. Airbus publicly has said it’s looking at rate 70/mo. Boeing publicly acknowledges it’s looking at rate 63/mo. Supply chain sources tell LNC Airbus is studying an even higher rate, into the “70s,” at early as 2020—a date that most consider out of the question. Boeing is known to be considering a rate of 70/mo for its most profitable program. Today, LNC looks at the A320 scenario. A future post will examine the 737.
Summary
  • Airbus is scheduled to deliver more A320 members in 2019 than production capacity. Some of these may be parked backlog airplanes.
  • 2020-2021 sold out at rate 60/mo, 2022-2023 nearly so.
  • Rate increase to 70/mo opens opportunities for Airbus, pressure on Boeing.

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