Boeing

Cogitatio 38: Boeing’s Lost Supplier Management Decade

“PFS v4” has landed, it is called Boeing Premier Bidder.

While the rationale behind PFS was driven by a combination of circumstances and necessary reset of the relation between Boeing and its supply chain, we view the Boeing Premier Bidder programme more as an evolutionary development of the incessant, reactive and unfocused supplier management approach from Seattle since 2013.

Boeing supplier management seems to lack consistency, and has mostly been driven by

By Michel Merluzeau, ago

AIR100 – Airbus: Difficult two years ahead but strong recovery likely from 2023

Airbus has announced significant cuts to several of its operations on 30 June , primarily in Europe for a total of nearly 18,000 jobs (including ADS), including 1,300 positions worldwide. This roughly matches Boeing and is in line with the severe contraction associated with the collapse of air traffic demand due to the current COVID pandemic.

Airbus also has other urgent issues to address, these are different from Boeing’s dire situation but those will need prudent responses if needed. While Boeing is currently severely impacted by the aftermath of its 787 and KC-46 development mismanagement and the current MAX regulatory and technical crisis, Airbus is faced with existing and potential challenges that will sequence themselves over a period of 15 years, and that may alter the course of the enterprise with varying degrees of severity.

By Michel Merluzeau, ago

Cogitatio 36 – Wipe Out

Massive Reset

We will be releasing a lengthy notes about OEMs and Suppliers strategic options tomorrow. In the meantime, here is another update to 2030 as to the likely impact of the COVID crisis on the entire aerospace and defense segments. This is a snapshot of the current situation as of May 2020 and the segment that may get impacted further as the crisis evolves in other parts of the world.

By Michel Merluzeau, ago

Cogitatio12: Is the Pacific Northwest Business Culture Partly Responsible for Boeing’s Problems?

The fundamental question can be summarized as such:  Have “Heritage Boeing” and the Pacific Northwest (PNW) business culture been the source of unnecessarily complicated processes and delays within the company that ultimately lead to poor decisions and internal conflict, or did the Chicago breakaway play a more significant role? The answers are clearly “may be” in both cases,  the documented PNW insular…

By AIR OPERATIONS, ago
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