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Aeronautics: future consolidations in the ecosystem of subcontractors

2020-06-10T13:03:08.757Z


The sector is taken in reverse by the sudden drop in orders. To survive, it must successfully adapt to a very depressed demand.


Always more. Until March 2020, this was the watchword of Airbus, engaged in a strong ramp-up, which then drove in its wake the 12,000 subcontractors of its commercial aviation division. And for good reason: while it produced only 311 devices in 2000, the manufacturer increased to 510 in 2010 and 863 in 2019.

The Covid-19 crisis completely reversed this trajectory. The sector, which has invested massively to produce more, is taken in reverse by the sudden drop in orders. Its very existence is threatened. To survive, it must succeed in a very complicated exercise: adapting to a very depressed demand, which will remain so for at least three years, while maintaining enough activity to avoid collapse and loss of skills, in order to '' be able to gain momentum when the market has regained color. And this from top to bottom of the sector: from Airbus to critical TPE because of its technology, via equipment manufacturers and

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Source: lefigaro

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