I am not as pessimistic about the future here on Comac on exports.
First general market projections are the world will need over 43,000 new airliners between now and 2040. That’s more than enough aircraft to feed Airbus, Boeing, Comac, Embraer and UAC.
Next Airbus and Boeing have both been caught with some serious service problems in the last couple of years. Boeing first with the Max grounding now with the 787 production problems. Finally with 777X not selling like Boeing would like. Airbus is sweating paint issues with the A350 which it was hoping would sell like hot cakes. That egg will eventually clean up but some airlines might be more open to an alternative.
The MC21 of UAC and the Comac 919 both fall in the most popular class of narrow body size and stretch options could become available. The C929 in the large body type. Meaning that if they build them they will come.
It’s just a question of whom. Latin American, African airlines and especially Asian Airlines are likely to fall into the buying mood. Yes China is still likely to be the prime suspect. But Boeing projected the China’s market as the hottest. But the general Asian Pacific region was projected for over 17,600 units with China being 8,600 units or roughly half that. With the bulk of other Asian orders going to other South East Asian markets. Africa over 1,500 units. I doubt any brand in such will achieve a absolute dominance of the market as again we have 5 firms with degrees of overlap in offerings.
Regional | ARJ21, A220, Embraer E2, Superjet |
Narrow body | C919, A320-A321,B737 Max-(NMA?), Mc21 |
Wide body | Cr929, A330Neo-A350, B787-B777X |
Ryan air’s interest in a 200 seater shows that foreign buyers are paying attention, and we know western companies are still pushing money at Chinese industry.
Baring some unicorn like a Supersonic airliner options seem open and after the max many aviation certifications are more complex and are less likely to accept an auto check because it passed FAA or EASA.