Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
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- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
Pontifications: “We will develop and actionable plan to develop supply chain”
By Scott Hamilton
Oct. 15, 2018, © Leeham News: “With your help, we will develop actionable plans to develop the supply chain.”
This was the leading message from the 5th Annual South Carolina Aerospace Conference and Expo, held Tuesday and Wednesday last week in Columbia (SC).
Conference officials also said they are “exploring a national aerospace coalition.”
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Organized by Leeham Co. and Airfinance Journal April 14-16, 2019 Francis Marion Hotel Charleston, SC |
The South Carolina Council on Competitive/SC Aerospace already have a Letter of Intent with Washington State’s Aerospace Futures Alliance “for the purpose of advancing the aerospace industry across the US. The LOI will serve as the platform for exploring the creation of a national aerospace Coalition (Coalition) with the objective of strengthening and growing commercial aviation, space, and unmanned aerial systems in the US through a variety of activities.”
The Southeast ramps up to challenge Washington State in aerospace
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Introduction
July 26, 2018, © Leeham News: The US Southeast continues its aggressive expansion in aerospace.
Washington State plots to win the assembly site for the prospective Boeing New Midmarket Aircraft and expand its space footprint.
In a way, it’s a defensive holding game for Washington, which faces competition from more than a half dozen states where the cost of doing business is cheaper and the regulatory environment is friendlier to business.
Summary
- Washington State doesn’t “get it,” say some suppliers and a trade group.
- Gearing up for NMA competition.
- Expanding the Southeast aerospace footprint.
Vertical integration will be a ‘bumpy road’
By Laura Mueller
June 26, 2018, © Airfinance Journal: OEMs are targeting a larger piece of aftermarket revenues, but ultimately their airline
customers will determine whether a push to vertical integration is the right one, Brian Prentice, a partner at Oliver Wyman told delegates at the Leeham Co/Airfinance Journal Inaugural Southeast Aerospace & Defence Conference in Mobile today.
Airbus supplier ownership structure questioned
By Laura Mueller
June 26, 2018, © Airfinance Journal: Airbus-owned, tier-one supplier Premium Aerotec could end up with different owners due to the changing supply chain landscape, Dr David Pritchard, associate professor SUNY Empire State College, told delegates at the Leeham Co/Airfinance Journal Inaugural Southeast Aerospace & Defence Conference in Mobile today.
“I think it will likely be spun off to private equity investors…you need to look at changes in the airframe industry. It doesn’t make sense for Airbus to own it and to own everything,” he says.
Pontifications: Growing aerospace in the US Southeast
By Scott Hamilton
June 24, 2018, © Leeham News: We’re a week away from the partnership between Airbus and the Bombardier C Series program becoming effective.
Beginning tomorrow, Leeham Co. and Airfinance Journal hold the Inaugural Southeast Aerospace & Defence Conference in Mobile (AL), where Bombardier will be a C Series Final Assembly Line.
The US Southeast will also be a competitor for the site selection of the FAL for the New Midmarket Aircraft (NMA) should Boeing decide, probably next year, to proceed with this new airplane.
Pontifications: Fine balance needed by Boeing in aftermarket services drive
By Scott Hamilton
April 30, 2018, © Leeham News: The Wall Street Journal Friday reported Boeing was poised to purchase a supplier; a deal could be announced as early as today.
The acquisition, if it happens, will be a major step toward increasing the business at Boeing Global Services (BGS).
It will be another step in the vertical integration that recommenced under Boeing CEO Dennis Muilenburg, an outgrowth of too much outsourcing with the 787.
Coincidentally, the day before, Wendi Folkert, director for Supply Chain Propulsion Strategy for The Boeing Co., acknowledged that the growing BGS has to balance against competing with Boeing’s own suppliers.
Folkert made her remarks at the I-90 Aerospace Corridor Conference in Spokane (WA).
Phil Krull of Embraer Executive Jets will present at the Southeast Aerospace and Defence Conference in Mobile (AL) in June. Airbus, NASA, Pratt & Whitney, Bombardier, Southeastern state governments and suppliers will also present.Go here for Agenda and Registration information.
Pontifications: Small suppliers prepare for production transformation
By Scott Hamilton
March 12, 2018 © Leeham Co.: When it comes to preparing for increasing automation, robotics and transforming the way airliners will be built in the future, focus rests primarily on the big OEMs and suppliers.
The small suppliers also must prepare for this transformation.
Tool Gauge of Tacoma (WA) is one such company. I sat down with Jim Lee, manager of sales and marketing, at the Pacific Northwest Aerospace Alliance conference last month in Lynnwood (WA) to talk about transformation.
The Southeast Aerospace & Defence Conference looks at the Transformation in production and building for the future. It’s June 25-27 in Mobile (AL).
Suppliers conference in Mobile focuses on US aerospace sector in Southeast
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Oct. 31, 2017: A new event, the Southeast Aerospace and Defence Conference (SADC) scheduled for June 25-27 in Mobile (AL), will examine the commercial, defense, space and corporate aerospace sectors in the US Southeast.
The conference is organized by Airfinance Journal and Leeham Co., the first joint venture between the two companies.
The US Southeast is a growing aerospace center. Defense and space clusters have decades-long histories in the Southeast. Corporate and commercial clusters are more recent developments, albeit in some cases now well within a second decade.
Airbus’ A320 family Final Assembly Line in Mobile opened in September 2015. The FAL is producing 3.5 A320s per month and will reach its initial target of 4/mo by year end, slightly ahead of schedule. There is land capacity to expand to 8/mo.
Earlier this month, Airbus and Bombardier announced that their new venture will establish an FAL in Mobile.