New aerospace study on the internationalization and competitiveness of German and French aerospace supplier industry by h&z and Kea & Partners.
Munich, April 25, 2018 – “The supplier industry has played a major role in the growth rate and increased delivery performance of Airbus from 2012 until today“. That was one of the findings of the new aerospace study by h&z Unternehmensberatung in cooperation with its French sister firm Kea & Partners. “Especially in Germany, the dependence on Airbus programs is enormous, almost consistently greater than 80%”, says Michael Santo, Managing Partner at h&z.
In recent months, the transnational aerospace team of the Transformation Alliance, led by Michael Santo and Sébastien Maire, prepared a comprehensive study on the competitiveness of the German and French aerospace supplier industry in the run-up to the ILA 2018 in Berlin, over the course of which more than 140 companies were analyzed and evaluated. Since h&z already conducted a study according to this logic in 2012, it was possible to quantify the developments of the past five years and to derive future trends.
The key statements
The rate reduction of the A380 to 0.8 units per month and the low demand for the A400M have led to overcapacities in Germany and France, particularly in the aerostructures sector (including fuselage, wings, and tail units), which cannot compensate for the increased rates in the A320 program.
As a result, competitive pressure is increasing steadily and significantly. In addition, competition in 2012 was still predominantly regional or European; today, there is real global competition with players from the US and Asia, who are also winning significant orders that previously were carried out by German and French companies.
The competitiveness of German and French companies has decreased measurably over the last 5 years, and now more than 50% of companies no longer meet the slightly increased requirements of OEMs and large Tier 1 companies
Only those companies that accept global competition and establish themselves internationally (e.g., with locations in Asia and/or North America) will be able to survive in the medium term.
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