Why China's COMAC might soon become threat to Boeing, Airbus
What's the story
China's state-owned aircraft manufacturer, Commercial Aircraft Corporation of China (COMAC), is gearing up to take on global aviation giants Boeing and Airbus. The company's C919 passenger jet, which first flew outside of Chinese territory two years ago, is showcased at the Singapore Airshow, marking a major milestone in its expansion strategy. Designed to compete with the Airbus A320neo and Boeing 737 MAX, the C919 is now targeting markets beyond China.
Competitive landscape
Potential rival to aviation giants
COMAC is eyeing the Southeast Asian aviation market, a move that could position it as a potential rival to Airbus and Boeing in Asia-Pacific. This comes at a time when airlines are dealing with delivery delays and supply chain issues. Willie Walsh, Director General of the International Air Transport Association (IATA), told BBC that while it will take time for COMAC to become a global competitor, they will definitely be a major player in the future.
Market response
Need for alternative aircraft manufacturer
Analysts have noted the need for another aircraft manufacturer in the Asia-Pacific region, especially considering the delivery delays at Boeing and Airbus. These delays, coupled with an engine shortage and supply chain bottlenecks, have made many airlines look for alternatives. Walsh said Asia-Pacific airlines could see double-digit growth in 2026 if planes were available on time. This is where COMAC comes into play as a potential solution.
Growth potential
Growing presence in Southeast Asia
COMAC claims to have delivered over 200 C909 and C919 jets, with nearly a quarter of them being operated by airlines in Laos, Indonesia, and Vietnam. The company has also received a major order from Brunei's GallopAir and is expected to deliver around 20 planes to Cambodia. Subhas Menon, Director General of the Association for Asia Pacific Airlines (AAPA), welcomed COMAC as a much-needed addition in the supply chain dominated by an oligopoly.
International hurdles
Challenges ahead for COMAC
Along with expanding in Asia-Pacific, COMAC is also pursuing European certification for its C919. Regulators are currently conducting test flights on the aircraft. However, this process could take until 2028 or even 2031 to complete. Harmonizing a mix of Chinese and Western parts, flight controls, and software poses technical challenges for international orders. Maintenance infrastructure and pilot training remain other hurdles as well.