全球航空复材技术发展及未来方向

IntersectingtheFutureinAerospaceCompositesManufacturingPresentedby:PaulMarksCEO,ArgosyInternationalOverviewAboutArgosyCompositesIndustry&AerospaceMarketTrendsAsianMarketTrendsIntersectingtheFuture:StrategyIntersectingtheFuture:SupplyChainConclusions/QuestionsAcknowledgementsArgosyConfidential&Proprietary2AboutArgosyArgosyConfidential&Proprietary3Foundedin1988TheleadingsupplierofadvancedcompositesandsuppliestotheaerospaceandcompositesindustriesthroughoutAsiaManufacturesaluminumhoneycombinChinaforexporttoglobalmarketsinajointventurewithXianAircraftProvidescomprehensivelogisticsservicesworldwideArgosy’sBusinessArgosyConfidential&Proprietary4ManufacturingDistributionValueAddedDistributionServicesHoneycombsPrepregsTollmanufacturingNon-wovensKitting/cuttingAerospacecoatings,blending/packingMROcompositematerialsuppliesCoremachiningComposites/coating/coresWarehousingHazmat/DGCold/frozenCompositerawmaterialsLogisticsGlobalCoverageArgosyConfidential&Proprietary5Argosyispositionedingrowing/difficulttoservemarketswithmanufacturingandsalesservicestointerfacewithsuppliersandglobalcustomersUSAFranceChinaIndiaS.KoreaJapanTaiwanHongKongMalaysiaAustraliaArgosyConfidential&Proprietary6CompositesIndustry&AerospaceMarketTrendsY2014toY2030need30,000100+seataircraft(US$4.1trillion)Worldairtraffic–growing5%peryear˗Y20145.9trillionpassengerKM˗Y203012.6trillionpassengerKMExplosivesales–“Thebiggestaircraftcontractinhistory…”Emiratesspace150Boeing777x,50Airbus380s,US$100billionNewaircraftmodels–777x,737MAX,A350XWB,A320Neo,CSeries,MS21,C919,MRJ,ARJ21Cost-efficientaircraft,e.g.,replacingA340fleetreducedEmirate’sfuelcostsby25%Continuedhighgrowthoverthelongterm(20years)ArgosyConfidential&Proprietary7Industry/AerospaceMarketOverviewDeliverybuild-rateissues(shortfall)˗Ordersincreased6.5%pasttenyears˗Deliveriesincreased4.7%pasttenyears˗BacklogshavebeenconsistentlyincreasingFuture–greaterconsolidation˗Risksharingbecomesmoreglobal˗Primes-systemsarchitectsandintegrators˗Tiermanufactures,esp.T1,providehigherintegratedsystems/“Work”continuestobepusheddownIndustry/AerospaceMarketOverviewArgosyConfidential&Proprietary8ArgosyConfidential&Proprietary9Industry/AerospaceMarketOverviewAreasofFocusforAviationIndustryPerformanceProfitabilityOptimizingproductionprocessesandvaluechainsCommunication–IT/CloudinterfaceWorldfleettodoubleinsizeoverthenext20years-38,050newairplanes-$5.6trillionEmergingmarketstoleadgrowthnext20years˗244%increaseinplanedeliveriestoAsia-Pacific˗246%increasetoLatinAmerica˗276%increasetoMiddleEastStrongsalesindevelopedmarkets–$2trilliontoEuropeandNAaloneArgosyConfidential&Proprietary10CommercialAircraftMarketForecast20142034CompositesinAerospaceArgosyConfidential&Proprietary11Weightsavings,highcorrosionresistance,longlifespananddesignflexibilityrecognizedaskeyenablersfornextgenerationaircraftAerospaceCompositesSales2016:$11.12billion2024:$15.40billionCAGR:4.1%70milLbs.Past50years70millionlbsNext5years70millionlbsArgosyConfidential&Proprietary12AsianMarketTrendsChinaChina’sindigenouscommercialaircraftOEMeffort-Multi–decadeeffort-Widebodyandengines-Improvedsupplychaincapabilities-InternalmarketSubcontractworkforWesternOEMsSubcontract/supplyforChineseOEMsNext20years-Chinawillpurchase5000largecommercialaircraft-Y2023exceed1billiontravelermarketStronglongtermgrowthinprivateaviation-10yearswillseewesternstyleopenskiesArgosyConfidential&Proprietary13SelectPlatformsARJ21C919C929MA700SouthKoreaIndigenousaerospaceworkismilitarycentricMultiplenewprograms:-Drones-Helicopters-Fighters-Missiles-RocketsLargesubcontractingworkforBoeingArgosyConfidential&ProprietarySelectPlatformsKFXB737MAX14IntersectingtheFuture:StrategyArgosyConfidential&Proprietary15IndustrializationofcompositesAutomation-Designandsimulation-Manufacturing-Testingandcertification-RepairProcesscontrolsRealtimetracking-VisibilityintoproductionfloorDigitalinformation-Green,paperlessreportingSmartcomponentsArgosyConfidential&Proprietary16ArgosyleveragesdigitaltechnologyforincreasedautomationinsupportofourcustomersIntersectingtheFuture:StrategyIntersectingtheFuture:StrategyArgosyConfidential&Proprietary17ArgosysupportsleanmanufacturingIndustrializationofcomposites(cont’d)Traceabilityfromrawmaterialtofinishedgoods(extendingbackonthedigitalthread)ProductionandinventoryplanningimprovementbyprocessautomationServingauditandqualityrequirementsReducingwasteEliminatingerrorsDashboardandreportsIntersectingtheFuture:StrategyArgosyConfidential&Proprietary18Problem:LossofcontrolwithincreasingvolumeeliminateseconomiesofscaleandresultsinexcessivewasteNocontractorintheaerostructuresindustrialbasewillbeuntouchedbytheneedforthiscompetencyReal-timevisibilityofproductionassetsisfundamentaltosustainablecostreductionsandqualitycontrolWhereismystuff?˗Materials&WIP:reducelossofmaterialandWIPduetoexpiration˗Assemblies:proactivelystreamlineproduction˗Tools:savedowntimeduetolossormisplacedoftoolsMaintainfulldigitalhistoryofmaterialsandparts˗Qualityc