Can COMAC mirror BYD’s growth trajectory amid aviation’s Boeing–Airbus duopoly?
20 Feb 202610 min read
Summary
- For decades, commercial aviation has been shaped by two names. Airbus and Boeing dominate global fleets and the supplier networks that sit behind them.
- But the strain is visible. Backlogs stretch years ahead. Production remains constrained. Airlines across Asia are growing, yet delivery slots are increasingly scarce.
- China’s COMAC is stepping into this space with the C919. The real question is not whether COMAC can build aircraft. It is whether it can break into a market that has been structurally closed for decades.
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