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Introduction

Sept. 27, 2018, © Leeham News: Boeing hasn’t gone to a production rate of 57/mo for its 737 and studies have long been underway looking at a rate of not only 63/mo but also 70/mo, supply chain sources tell LNC.

Rate 57, up from 52, is scheduled for next July. Sixty-three has long been considered the maximum allowed for the current Renton (WA) factory, the sole location where commercial 737s are assembled.

But Boeing, in yet another step in its drive for more efficiencies, is analyzing how to push 70 airplanes a month through the same facility.

Summary

• MAX 8 remains the staple of the 737 family.
• MAX 10 helps family, stems bleeding, but A321 still outsells 737-9/10 by about 2:5:1.
• 9/10 MAX represent 17% of MAX backlog. A321neo is 34% of neo backlog.
• Boeing has more sales replacement potential than Airbus.