PARIS, May 31 (Reuters) - Airbus is facing new
pressure on its planned production ramp-up for passenger jets as
the world's largest planemaker struggles to overcome continued
parts and labour shortages, industry sources said on Thursday.
It was not immediately clear whether the slowdown would put
at risk overall delivery targets for 2024 since deliveries lag
output decisions by months, but the sources said assembly of
several dozen jets could be delayed in the second half.
Several airlines could see individual deliveries - already
running an average of 1.5 months behind schedule - further
delayed, the sources said, asking not to be identified.
A spokesperson for Airbus referred back to the group's last
quarterly results, in which it reiterated a 2024 delivery target
of 800 airplanes, and declined further comment.
Airbus shares were down around 2% in the wake of the Reuters
report, within a flat French blue-chip index.
By the end of April, Airbus had delivered 204 airplanes
since the beginning of the year.
Airbus plans to raise underlying production of aircraft by
about 50% to 75 narrowbody planes a month in 2026.
Sources have previously said it hopes that any delays can be
recovered in time to meet the medium-term goal, but the
available buffer for delays is shrinking.
The supply chain is responsible for up to 80% of the content
of Airbus jets and stretches as much as nine layers deep.
Details of Airbus' industrial process were disclosed in
legal filings during a dispute with Qatar Airways in 2022 and in
conversations with sources who spoke on condition of anonymity.
Each month Airbus holds an internal meeting to match
industrial production to demand several years ahead.
Parts are typically ordered 12-13 months ahead for standard
narrowbody aircraft like the in-demand A321neo single-aisle, or
longer for variants that require more customisation.
But lead times for some scarce parts like forgings have more
than doubled to as much as two years, the industry sources said.
Disruption to seat supplies remains an issue especially for
wide-body aircraft, leading to delays in handling customised
orders.
The rolling forecasts are translated into fixed production
plans for specific aircraft for the next three months and then
final adjustments are made on a monthly basis.
Suppliers said these monthly requests known as "call-offs,"
are being regularly deferred, which signals more delays in
putting aircraft onto the assembly lines later this year.
The mounting pressure comes as airline leaders prepare for a
high-profile annual summit in Dubai, with concerns about plane
shortages expected to be voiced publicly for a second year
running by the International Air Transport Association.
On a positive note, Airbus is increasingly confident of
winning delayed certification for its A321XLR passenger jet in
time for the Farnborough Airshow in July, industry sources said.
A spokesperson for the European Union Aviation Safety Agency
(EASA) said it expected to certify the aircraft by the summer
and declined to comment on a specific date.