Summary
Airbus CEO Guillaume Faury acknowledged China’s Comac as a rising competitor, potentially transforming the Airbus-Boeing duopoly into a “triopoly.”
Comac’s C919, a single-aisle jet similar to the A320 and 737 Max, is gaining traction with over 1,000 orders, primarily in China.
While still awaiting US and EU certification, Comac is expanding internationally, engaging with Saudi and Brazilian airlines.
Its success hinges on scaling production amid supply chain challenges. Airbus, recognizing the threat, is increasing A320 production in China to maintain its competitive edge.
Arianespace is only building and operating launchers. Airbus is also the biggest satellite manufacturer in Europe. They’re in crisis right now, same as their direct European competitor Thales Alenia Space, due to Starlink destroying the traditional space Telecom market, of which they were leaders.