China’s COMAC: An Aerospace Minor Leaguer
COMAC has received massive state funding and global attention, but it is not in the same league as world’s top commercial aircraft manufacturers – Boeing, Airbus, Embraer and Bombardier. COMAC isn’t even as capable as its long-time Russian counterparts Ilyushin, Sukhoi, and Tupolev, which have more advanced technology but still have struggled commercially. (In 2006 they and other Russian aerospace firms were placed under a single holding company, the
.) Punishing COMAC with sledgehammer sanctions would hurt the U.S. aerospace industry and ultimately American national security far more than they would harm China.
It is misleading to call the C919 a Chinese plane because almost all of its components, including everything that keeps the plane aloft, are imported. Using data from
, which monitors the primary suppliers for commercial aircraft around the world, American companies account for almost three-fifths of the C919’s top suppliers. Almost one-third hail from Europe. Only 14 key suppliers are from China, and seven of those are Chinese-foreign joint ventures.
The dependence on foreign suppliers goes beyond the individual components they sell to COMAC. Since they have decades of experience supplying parts to other commercial aircraft, they have an immense amount of knowledge about the process of integrating the various components together. Guidance from international suppliers has been critical in the C919’s development.
China has a huge market, and COMAC has essentially been given a blank check by China’s top leadership to complete and deliver the C919. Nevertheless, COMAC’s struggles developing and manufacturing commercial aircraft are not going to end any time soon.
Although China has gained ground and in some cases caught up with others – for example, in high-speed rail and telecom – the story is different in commercial aircraft. COMAC is far behind, and it is not catching up. In fact, the gap is growing, as Western aerospace firms are already focused on developing the technologies of tomorrow, such as supersonics, while China is still struggling to master the technologies of today – or rather from two decades ago. Boeing and Airbus face two much larger dangers than competition from China. The first is their own complacency and the accompanying disastrous mistakes that can erode passengers’ trust (as the recent crashes of the 737 Max have shown). The second is the broader transformation of transportation models and technologies that could make traditional commercial air travel or the way planes are made obsolete and threaten their entire business model.