1、Reviving the Commercial Aircraft Supply ChainWhats holding back the commercial aircraft supply chain and where to go from here Oliver Wyman2Reviving the Commercial Aircraft Supply ChainContentsForeword 4Executive Summary 5I.Aircraft Market Size and Outlook 9II.Key Supply Chain Structures 12Evolution

2、 and Structure of the OEM Value Chain 15MRO Market Structure 24III.Supply Chain Challenges 33Industry Volatility 34Aircraft and Parts Delivery Delays 36Increased Maintenance Turnaround Times 38Price Increases 40IV.Root Causes of Supply Chain Challenges 42Theme 1:Aerospace Economic Model 43Theme 2:Su

3、pply Chain Disruptions 46Theme 3:Labor Challenges 50 Oliver Wyman3Reviving the Commercial Aircraft Supply ChainV.Impact on Airlines 52Delayed Fuel Cost Efficiency 53Increased Aircraft Maintenance Costs 55Engine Leasing Costs 56Inventory Holding Costs 56Other Costs 57VI.Conclusion:Actions for Industr

4、y 58Action 1:Ramp Up Collaboration 59Action 2:Improve Supply Chain Insight 60Action 3:Better Leverage Inventory and Maintenance Data 61Action 4:Expand Maintenance and Parts Supply 63Action 5:Support the Current and Future Workforce 64Appendix A:Cost Impact Methodology 66Appendix B:Glossary 69 Oliver

5、 Wyman4Reviving the Commercial Aircraft Supply ChainForewordAviation cannot function without a reliable supply chain.Yet today,grounded aircraft,delayed deliveries,and escalating maintenance and leasing costs are clear symptoms of a system under strain.Airlines face long waits for engines and compon

6、ents,while OEMs,MROs,and suppliers are challenged by capacity and labor constraints,as well as fragile supply chains.Aircraft certification delays and engine reliability issues are compounding backlogs and extending delivery times.At the same time,the aviation economic model has become unbalanced,wi