航空航天供应链：2025年产能提升与韧性报告

Have we turned the corner? Management Summary For the third year running, Roland Berger, in collaboration with the aerospaceindustry associations of the UK, Germany and France (ADS, BDLI and GIFAS),surveyed almost 130 key industry players to assess the current health and futurereadiness of the aerospace supply chain. The 2025 survey focused on three areas: Key takeaways •Overall, it seems that the supply chaincrisis has stabilized, with averageresilience having slightly increasedsince 2024 and the severity ofdisruptions slowly decreasing. Ramp-up readiness •Persistent challenges to meeting ramp-up targets include missing personneland production capacity resources and increasingly limited financial resources.•Companies feel slightly better prepared for the rate ramp-up than in 2024.•However, given the long lead times in the aerospace supply chain, we expect thatit will take until 2026 before we see a major increase in aircraft production rates. •However, some companies are stillstruggling and further measures areneeded. •Efforts should now focus on optimizingthe supply chain setup to improveresilience against future disruption,particularly in light of the currentgeopolitical situation (e.g., tariffs). Supply chain resilience •Two-thirds of companies are experiencing supply chain disruption, but the levelof very severe disruptions has fallen. The most severe disruptions are concentratedat Tier-1 and Tier-3+ levels. •The number of companies in the stabilization stage of achieving resilience hasincreased. Supply chain maturity has also improved since 2024, especially withrespect to organization, skills, resources and capabilities. •We recommend the following actions:–Sharing of best practices alongthe supply chain (e.g., via theAeroExcellence Internationalinitiative)–Stable ramp-up planning anddemand signal to the suppliers–Further support for suppliers facingfinancial constraints–Analysis and reduction of supplychain risk exposure Innovation & AI •Two-thirds of companies already use or plan to use AI and other innovativesoftware tools. However, their use is limited in most cases to less than 10% ofbusiness processes. •The main reasons for not using AI-powered tools are a lack of experience aswell as integration with existing systems. BackgroundOur new survey assesses the current health of the aerospace supply chain, focusing on rate ramp-up, supply chain resilience and innovation & AI Overview of study participantsThe typical respondent was a small to medium-sized supplier serving the LCA and/or The crises of the past few years – from COVID to supplyshortages – have severely tested the resilience of theglobalaerospace and defense supply chain.Inparticular, deliveries by aircraft and engine OEMs havebeen much lower than planned. Continued disruptionshave meant that OEMs and suppliers are still strugglingto meet their rate ramp-up targets. defense sector To shed light on the underlying reasons for the slowdown,Roland Berger undertook a survey in 2023 to assess thehealth and future readiness of the aerospace supply chainin Germany. We worked with the industry associations ofGermany, France and the United Kingdom (ADS, BDLI andGIFAS) to update the results in 2024. This study presents theresults for 2025, again jointly produced with the industryassociations of these three countries. As before, it alsooutlinescurrent key priorities and identifies potentialmeasures for improvement. There are three focus areas:•Readiness of the aerospace supply chain and support/financing needs to deliver the planned productionrate ramp-up•Resilience of the aerospace supply chain and plans tofurther improve it•The preparation for and use of new technologies andinnovations (such as AI) The 2025 survey, again conducted in collaboration withADS, BDLI and GIFAS, involved almost 130 participants.Most were established small to medium-sized compa-nies in the large commercial aircraft and defense sectors,with a primary focus on Germany, France or the UK. Missing resources remain a problem, but most companies now believe they are betterprepared for ramp-up than a year ago Missing resourcesPersonnel and capacity shortages are stable, but financial shortfalls have jumped As in 2024, most aerospace companies are still lackingkey resources to support the production ramp-up. A lackof personnel remains the most pressing challenge, citedby 65% of respondents. While the overall figure is broadlyflatcompared to 2024,there has been a shift inrequirements. More companies now say they specificallylack either blue or white collar workers, rather than acombination of the two. This change indicates progress inthe ongoing efforts to address the problem. Productioncapacity challenges also persist, although there was aslight overall reduction in the number of companies citingit as a barrier to ramp-up. Capacity problems still onlyaffect about a third of all companies. The number of firmsciting financial resource constraints jumped, howe