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Comment by ksec

1 day ago

This is a noob question but wondering if anyone here could answer.

There are plenty of choices for Small and Medium size plane as well as private jet. Why are most commercial airline only buying Boeing and Airbus? And why others aren't making bigger planes to compete?

Industrially boeing / airbus are 100k large companies, i.e. need 300m+ base country size (or in EU case, block size) to support specialized workforce large enough for modern commercial aviation. Economically, fuel costs, i.e. engine maturity makes any entrant that's doesn't have parity engine core tech automatically none viable because simply higher costs due to lifetime fuel costs. (Geo)politically, there's lots of certification / safety drama that incumbents like US/EU will throw to undermine competitors so really also matter of geopolitical power - i.e. apart from engines, PRC COMAC using western components mostly for easier certification, they have large enough internal market to sustain development against economics. Almost no one else has those conditions, except India but they don't have industrial base.

Since topic is tankers, PRC/RU has their own tankers, i.e. for military aviation it's not strictly as difficult since fuel cost less issue. But for strategic aviation (transport/tanking) big efficiency working with commercial chassis / turbofan efficiency.

  • > Economically, fuel costs, i.e. engine maturity makes any entrant that's doesn't have parity engine core tech automatically none viable because simply higher costs due to lifetime fuel costs.

    Neither Boeing nor Airbus make their own engines. They get them from CFM, GE, Rolls-Royce. Like everyone else. That's not the differentiator.

    But it just costs insanely much to get an airliner certified. Even Boeing has been held back by its clients demanding a shared type certificate for the 737max which caused all those deaths due to mcas.

    There were of course more players but they've been bought up. And some emerging brands that are excluded from our markets due to sanctions like the Chinese Comac and the Sukhoi Superjet. The superjet is particularly affected because some of its systems were designed by western companies like Honeywell and they've had to make last-minute replacements after the Ukraine war that didn't exactly work out well.

    And there's some other players. Embraer is creeping closer to the 737/A320 market.

    But anyway so it isn't just Airbus and Boeing really.

    • >That's not the differentiator.

      It's differentiator in sense engine manufactures are part of western aviation industrial complex and can limit access, i.e. COMAC sanctions. Unless you're western core, you do not have guaranteed access. I think Embraer is creeping on to bottom end of narrowbody, but they're far from wide body. And with respect to topic, modern strategic tanking are wide body size, i.e. Embraer E190 is not same heavy league as KC46, MRTT, Y20, Il-78, and Embraer has not demonstrated ability to go beyond regional narrowbody. Fielded widebody options is really just Airbus/Boeing duopoly, AVIC/Xi'an, UAC stumbling along from legacy USSR stack.

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There are really only 2 choices.

There is a third, Embrarer. They have most of the market in small regional jets in some cases, but those are in reality very different than say a 777 or 787.

These two choices are conglomerates of what used to be a much larger set of manufacturers. In short Boeing, Airbus and it's suppliers are basically what is left of all the old big aerospace manufacturers.

  • Indeed. Embraer (Brazil) does jetliners carrying up to around 150 pax. So did Bombardier (Canada), though they sold their C-Series to Airbus (now the Airbus A220). Then there's COMAC (China) and UAC (Russia; also a conglomerate of Sukhoi, Tupolev, etc.).

    These compete with the smaller versions of the Airbus A320 family (like the discontinued A318 "Baby Bus") or Boeing B737 family.

    So, in that narrow-body and regional jet segment there are a few players.

    But in the big wide-body (=2 aisles) long-range jets, there's only Airbus and Boeing.

  • >There are really only 2 choices.

    For private jets there are Gulfstream, Bombardier, Textron, Dassault, and as you said Embraer. I think there was a recent new Entry, Honda from Japan.

    • For private jets, in order of most to least deliveries per year (number per year in parenthesis): Cessna (171) Gulfstream (158) Bombardier (157) Embraer (155) Cirrus (106) Dassult (37) Honda (12)

      Which is nothing compared to: 737 (447) 767 (30) 777 (35) 787 (88)

  • These two choices are conglomerates of what used to be a much larger set of manufacturers

    This. The entire market has been allowed to be monopolized through mergers and buy-outs. Russia used to have their own aerospace industry (and that fleet was reliable enough to be allowed to fly in Europe) but then Russia happened.

    • >Russia used to have their own aerospace industry (and that fleet was reliable enough to be allowed to fly in Europe) but then Russia happened.

      It's absolutely irrelevant what Russia did or could have done here in this industry.

      Same with Chinese planes. If they ever manage to make a competitive passenger plane, it will not be allowed certification by US and European authorities purely for political reasons, the same way how their EVs are not allowed for sale in the US or how they aren't allowed to have ASML EUV machines. This isn't a fair game, never was.

      The decisions on purchase of aerospace units is 90% (inter-)national politics and only 10% meritocracy, since both Boeing and Airbus are massive defense players making advanced killing machines, and no country wants to directly or indirectly fund the defense industry of their geopolitical rivals.

      When a third country needs to chooses between Airbus or Boeing for their flag carrier fleet, they don't objectively compare the operational history and tech specs of Airbus vs Boeing and make the decision based on that, they just ask themselves "do I want to be in bed with EU-France or with Uncle Sam as my main ally and provider for the next 30+ years". Hence why most oil-rich middle eastern states chose Boeing as the US is their main defense provider anyway and don't want to anger them, especially when Donald Orange makes a visit to your state.

      That's just how politics works when you operate at that level. Handshakes, dinners and bribes. Always has.

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Cost and complexity of certification? At least that was why Mitsubishi MRJ never went into production. They got the first prototype flying in 6 years, then sought to obtain certification for subsequent 9 years through various means before giving up and scrapping all ~10 examples. Kawasaki P-1 that flew in the overlapping timeframe is in production and in service, with IHI made indigenous engines albeit with teething issues, so it's not like planes and engines can't be made by anyone other than existing players. They just can't be sold, and therefore can't be* done.

The Chinese government has spent 18 years and an unknown amount of funds trying to compete:

https://en.wikipedia.org/wiki/Comac

They have delivered 185 aircraft to domestic airlines. Maybe Africa is next?

Note that they so far use engines from western companies - GE and Safran. In fact, the vast majority of their primary suppliers are from outside of China: https://www.csis.org/blogs/trustee-china-hand/chinas-comac-a...

I guess it takes a bit of a war chest to get into this business simply because it isn't very easy.