Specialist
Former SVP and C-level Executive at Spirit AeroSystems Inc
Agenda
- Tier-1 aerospace suppliers industry overview
- Competitive landscape and key differentiation
- Demand trends, pricing dynamics and cost breakdown
- 2019 outlook
Questions
1.
Can you share your updated perspective on the aerospace market and overarching trends that impact OEMs and tier-1 aerospace suppliers?
2.
What are your thoughts on the 737 Max situation as well as its impacts on tier-1 suppliers and their downstream suppliers?
3.
Do you expect tier-1 suppliers to squeeze their downstream suppliers due to 737 Max production uncertainty?
4.
You mentioned that reduced rate of 737 Max production is causing churn in the supply chain. What did you mean by that?
5.
Can you assess the strengths and weaknesses of tier-1 suppliers and outline competitive dynamics across the product segments?
6.
What are your thoughts on engine suppliers and how they are positioned?
7.
Which products or programmes other than engines have faced the highest competitive pressures, in your view?
8.
Have the impacts of OEMs insourcing been overstated, in your opinion? Where do you think insourcing is most likely to happen?
9.
Can you outline the relationship between a tier-1 supplier and its downstream suppliers? Are certain tier-1s viewed as more ruthless with pricing, etc?
10.
Can you discuss Boeing’s Partnering for Success programme and its effect on supplier margins? Has it impacted some products more than others?
11.
How likely do you think it is that Boeing or Airbus will introduce a new mid-sized aircraft?
12.
How do PMA parts compete with tier-1s? Do tier-1s negotiate the ability to use PMA parts in their contracts?
13.
How do you expect a change in Airbus’s executives and leadership to alter the competitive landscape of the aerospace sector? What leadership or strategy changes would you expect from Airbus?
