AirInsight performs analysis on aerospace OEM programs. The nature of the commercial aerospace business is that decisions taken today play out over a decade or longer. The decisions about programs are multi-billion dollar bets with substantial downstream impacts; from supply chains that stretch across the globe to the thousands of people who are going to have better jobs, or perhaps new jobs.
Aerospace programs have become increasingly politically important as governments provide tax incentives to keep jobs and factories in current locations – even as OEMs want to hedge bets by locating factories in new locations and are given tax incentives to do so.
The industry, although consolidated, has not become less complex. New players in the aerospace field are determined to force their way into the arena – seen as an excellent place to nurture high technology job skills. It is the tectonic shift in aerospace that captures our attention.