Huan Qiu Shi Bao·2025-06-23 21:50Core Insights - The 2025 Paris Air Show highlighted a significant disparity in orders between Airbus and Boeing, with Airbus securing 148 formal orders while Boeing's orders were minimal, reflecting a crisis of confidence in the American aerospace giant [1][10] - The recent crash of an Indian Airlines Boeing 787 has intensified scrutiny on Boeing, further damaging its reputation and impacting its partners, particularly in Japan [2][11] Boeing's Challenges - Boeing has faced a series of crises since the 737 MAX accidents in 2018 and 2019, culminating in the recent crash of the 787, which has eroded market trust [1][10] - The company is under pressure from regulatory scrutiny and public opinion, complicating its recovery efforts [1][10] Impact on Japanese Aviation Industry - Japan's aviation sector is heavily reliant on Boeing, with 141 Boeing 787 aircraft operated by three major Japanese airlines, leading to increased scrutiny and mandated inspections following the recent crash [2][4] - Japanese companies have a deep industrial and technological partnership with Boeing, with 35% of the 787's components manufactured in Japan, making the Japanese aviation industry vulnerable to Boeing's declining fortunes [4][5] Risks for Japanese Suppliers - The downturn in Boeing's orders and production could lead to reduced output and lower capacity utilization for Japanese suppliers, potentially damaging their brand image due to the association with Boeing's declining reputation [6] - Japanese firms face uncertainty regarding future collaborations with Boeing on new aircraft models, as the company navigates its current challenges [6] Japan's Aviation Aspirations - Despite setbacks in independent aircraft projects like the MRJ, Japan continues to pursue its ambitions in the aviation sector, with government support for developing next-generation aircraft [8][9] - The Japanese government aims to establish final assembly plants domestically and enhance maintenance capabilities, leveraging its existing technological expertise [9] Global Aviation Landscape - The global aviation industry is experiencing a downturn, with supply chain issues affecting both Boeing and Airbus, leading to a decrease in new orders compared to previous years [12] - The geopolitical climate, particularly tensions in the Middle East, has further complicated the operational environment for airlines, impacting flight schedules and costs [12]