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Inside the Supercycle—Supply Chain Challenges
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This quarterly update of the commercial aircraft production effort reflects adjustments to the ambitious production schedules reported in the last outlook. These changes will have an effect on everyone in the supply chain, but will effect second and third tier suppliers most significantly during the in-progress model changes. This will result in revisions of the suppliers' production schedules and their revenue expectations. The outlook portion of this research also looks at the future fight for middle of the market aircraft. As other OEMs forecast entry into the market, Airbus and Boeing continue their fight for dominance.
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