Collins Aerospace faces new merger before previous one is fully integrated

July 16, 2019, © Leeham News: Ajay Agrawal, the president of Collins Aerospace’s aftermarket services, wasn’t done integrating the merger between United Technologies and Rockwell Collins.

He now faces a new integration with the planned merger between United Technologies (Collins’ parent) and Raytheon. The new company will be called Raytheon Technologies. There’s little he can do until the merger is approved by regulators, except plan internally how to integrate and expand the aftermarket business.

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Pontifications: Doubts continue over Boeing NMA launch

March 4, 2019, © Leeham News: Another week, another NMA story.

For an airplane that doesn’t exist, the prospective Boeing NMA continues to dominate much of the aerospace news.

By Scott Hamilton

Last week’s announcement by Rolls-Royce that it withdrew—in December, as it turns out—from the competition to power the NMA prompted a flurry of stories in aerospace media, including LNA.

Some stories suggested RR’s withdrawal meant Boeing was getting closer to launching the airplane.

Boeing, in January, said Authority to Offer might come this year and program launch had moved from 2019 to 2020.

Two prominent consultants predicted at the Pacific Northwest Aerospace Alliance conference last month the odds were 60-40 or 65-35 Boeing would proceed.

Maybe, but I have to tell you that conversations I had last week in the wake of the Rolls announcement are not encouraging.

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UTC-Collins merger creates super-supplier

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By Bryan Corliss

Jan. 28, 2019, © Leeham News: You might have missed it over the holidays, but something happened about the time you polished off the last of your Thanksgiving leftovers that just might have changed the balance of power between the major players in our industry.

That something was the closing of the merger between United Technologies Corp. and Rockwell Collins.

The deal, which formally closed on Nov. 26, created a new super-supplier that rivals Boeing’s Commercial Airplane division in size, outstrips it in terms of profitability and has the potential to upset the multi-tiered supply chain pyramid the industry has grown used to over the past few decades.

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Additive manufacturing: Huge potential, big barriers

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Introduction

Part 1 appears here.

By Dan Catchpole

August 27, 2018, © Leeham News: For all its potential, additive manufacturing faces significant hurdles before it can deliver on advocates’ assertions that the technology will revolutionize the aerospace industry.

United Technologies is counting on additive manufacturing, often called 3D printing, to help it develop and produce new components faster, better and cheaper. Paula Hay is leading the expansion of additive manufacturing at United Technologies Aerospace Systems (UTAS). In part two to last week’s interview with Hay, LNC talks to her about what problems have to be solved for additive manufacturing (AM) to make good on its potential.

Summary

  • Need more consistent materials and equipment.
  • OEMs and regulators have to develop AM standards.
  • Design culture has to evolve to reflect AM capabilities.

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UTC Aerospace Systems sees big benefits from additive manufacturing

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Introduction

By Dan Catchpole

August 20, 2018, © Leeham News: There is a fundamental tension in aerospace’s DNA.

UTC Aerospace Systems’ executive Paula Hay is leading the aerospace supplier’s adoption of additive manufacturing. (Image via LinkedIn)

It has been there since Kitty Hawk: Balancing the hunger to push technological boundaries with the desire to stay safe.

The Wright Flyer only flew after years of painstakingly testing airframes and engines. That tension between being bold and being safe is evident today in commercial aerospace’s adoption of additive manufacturing.

Just about every major player in the aerospace industry is exploring additive manufacturing, or 3D printing. Most of the integration has been at the margins. The technology is still young enough that there is no clear leader in its application to aerospace. Everyone is trying to find how to get the most from it.

Summary

  • Begin with mechanical, not structural systems.
  • Big parts reductions.
  • Big reduction in lead time.

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Some suppliers consider sitting out Boeing’s NMA program

By Dan Catchpole

August 15, 2018, © Leeham News: If Boeing launches its New Midsize Airplane (NMA or 797), it is expected to use the cleansheet program to force new contract terms on suppliers. And that has some suppliers wondering if it is worth participating in the program at all.

Speaking on background, executives from several suppliers told LNC in recent months that they might not bid on NMA work if it means greater price concessions up front, as well as surrendering lucrative aftermarket sales to Boeing.

Bidding will depend, in part, on whether suppliers can pass cost cuts down to their own suppliers,  and if Boeing takes on more risk and development costs to offset lost aftermarket revenue. One exec wondered what it could mean for the company’s engineering capabilities if they have to bid for essentially procurement orders with Boeing holding onto the IP.

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Farnborough: United Technologies goes digital

By Bjorn Fehrm

July 18, 2018, © Leeham News.: United Technologies (UTC) Chairman and CEO Greg Hays said in a Farnborough presentation: “UTC’s focus is a digital lifecycle for all its products.”

“We need to get a digital uninterrupted chain from the idea over development to production and then for the after-sales service. This is the only way we can achieve the increases in development and production efficiency expected of us going forward,” said Hays.

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Embraer’s improved E190-E2, analysis. Part 2

By Bjorn Fehrm

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Introduction

December 18, 2017, © Leeham Co.: Embraer is expecting certification soon for the first E2 E-Jet, the E190-E2. We covered our analysis of the changes from the original E190 to the E190-E2 in Part 1.

We now continue with the economic analysis. To check where the E190-E2 stand versus its competition, we include the Bombardier CS100 in the analysis.

Summary:
  • The E-Jet E2 introduces a new wing, new engines and an advanced Fly-By-Wire system. Jointly these bring the fuel consumption of the E-Jet on par with the latest competition.
  • Complementing the lower fuel costs are reduced maintenance costs. This is an important step to keep up with competing aircraft.
  • Heavier engines and a larger wing increase the Maximum Take-Off Weight (MTOW) of the E190-E2. This increases underway and landing fees. If the extra range of the E2 is not needed, the higher fees can be avoided with the selection of a lower MTOW version.

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Pontifications: Boeing’s sense of invincibility

By Scott Hamilton

Sept. 11, 2017, © Leeham Co.: I can’t help but get the feeling that Boeing feels it’s invincible these days.

And why not?

Boeing racked up some impressive victories and took some hardline positions in recent months that move it forward for its corporate goals.

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Airbus, Boeing cost-cutting

AirbusNewSept. 20, 2016: Airbus is planning cost-cutting measures to offset program write-offs and delivery delays, according to The Financial Times.

One of these delays involves the well-publicized problems with the Pratt & Whitney Geared Turbo Fan engine on the A320neo.

The CEO of United Technologies, parent of PW, last week said engine deliveries could fall 50-100 engines short of the 200 originally projected for the year, with a likely shortfall of about 50.

The A320neo “gliders” (as an Airbus executive put it) are well known. Bombardier also said it will deliver about half the number of CSeries this year because of GTF issues.

Sam Pearlstein, the aerospace analyst at Wells Fargo, had this synopsis:

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