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COMAC C919: Ambition Meets Industrial Reality

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Reports that Air China, China Eastern, and China Southern are collectively expecting 33 C919s this year — a more than doubling of the 15 aircraft they received in 2025. But context matters

enormously here. COMAC’s own track record:

Year Target Actual
2023 — 2
2024 — ~13
2025 75 ? revised to 25 ~15–16
2026 28+ (COMAC) / 33 (airlines) ?

Our analysis shows that COMAC has delivered a cumulative total of 32 C919s since the program began — meaning the 2026 airline target alone would require nearly matching the program’s entire history in a single year. IBA Group independently forecasts just 25 for 2026, rising to 45 in 2027.

The CFM Engine Dependency: The Critical Chokepoint

Probably the single biggest structural vulnerability for this program is the LEAP-1C engine. In May 2025, the US Commerce Department suspended CFM LEAP-1C export licenses to COMAC as part of the broader trade war — a five-week embargo that demonstrated exactly how fragile C919 production is. The restrictions were lifted in July 2025 as trade tensions eased, but the lesson was stark: without CFM engines, the assembly line stops.