2025-04-21-埃森哲-驾驭不确定性_30页_6mb

Commercial Aerospace Industry Summary for 2025

The commercial aerospace market is showing signs of recovery in 2025 despite ongoing uncertainties, with projected growth driven by rising aircraft deliveries and aftermarket demand. Global aerospace revenues are expected to increase by 12% YoY, fueled by sustained demand for new and replacement aircraft, with deliveries forecasted to grow 23%—the highest annual increase since 2021. Challenges include supply chain disruptions, geopolitical risks, labor shortages, and quality control issues, which continue to impact production stability and profitability.

Aircraft manufacturers like Boeing and Airbus are focusing on production ramp-ups and supply chain optimizations. Boeing is projected to deliver similar first-half 2025 levels to 2024, with optimism for full-year growth, while Airbus has delayed A320 ramp-up due to supplier bottlenecks. Digital transformation, including AI-driven tools and automation, is key to enhancing efficiency in maintenance, repair, and overhaul (MRO) services, with global MRO spending expected to rise 14% YoY to exceed $126 billion.

Regional growth is led by Asia-Pacific (14% YoY), North America (up to 10% YoY), and Europe (7% YoY), driven by expanding air travel, fleet extensions, and investments in hubs like India. Geopolitical tensions, such as US-China trade policies, add complexity, while companies are focusing on supplier resilience, cost control, and strategic planning to navigate volatility.

Key strategies include AI integration for predictive maintenance, supply chain improvements through collaboration, and localized sourcing to mitigate risks. Sustainability efforts and regulatory adaptations remain critical in maintaining operational readiness and capitalizing on market opportunities.

Executive confidence shows cautious optimism, with 61% expecting revenue growth in six months and 76% over a year, but sustained momentum depends on addressing internal and external challenges, digital innovation, and supply chain stability.