"The United States-and later Europe-pioneered the commercial aviation age, with iconic companies such as Boeing, Douglas, and Lockheed and aircraft such as Boeing's 707, 737, 747, and 787; Douglas's DC-8; and Lockheed's L-1011. America's aerospace sector has been one of the country's most important advanced-technology industries, providing a critical source of innovation, exports, high-tech jobs, and defense industrial base spillovers. "Yet, America's leadership in this critical sector is no more assured than it is in any other high-tech sector, from biotechnology to semiconductors.1 That's especially true when China-just as it has in virtually every other high-tech sector from artificial intelligence and biotechnology to electric vehicles (EVs) and semiconductors-has targeted commercial aircraft as a sector in which it wishes to rise to global dominance. And just as it has in those other sectors, China is deploying a vast panoply of "innovation mercantilist" policies-from massive industrial subsidization, intellectual property (IP) theft, forced tech transfer requirements, and preferences for domestic firms-to transform its national champion, the state-owned enterprise (SOE) Commercial Aircraft Corporation of China (COMAC), into a capable global competitor, especially initially in low- and middle-income countries. Moreover, China wishes to run the same playbook in commercial aircraft that it has deployed in countless other industries: develop a domestic competitor than can supplant international competitors in its domestic market and then have the national champion capture market share in third-party economies, depriving Western airplane makers of revenues in those critical markets, which in turn will reduce their ability to invest in research and development (R&D) and slow their innovation.2 "From a market-based perspective, COMAC is an illegitimate company." <https://wardell.us/url/guxx9> Complete report may be read here (this is a lengthy piece, with references).
David Wardell (757) 561-0582 <mailto:[email protected]> [email protected] <https://wardell.us/url/b5s86> <https://wardell.us/url/s9qvz>
-------------------------------------------------------------------------- Revised: 20250507 You are receiving The Mifnet because you requested to join this list. The Mifnet is largely a labor of love, however the infrastructure isn't exactly cost-free. If you'd care to make a small contribution to the effort, please know that it would be greatly appreciated: https://wardell.us/url/mifbit All posts sent to the list should abide by these policies: 1) List members acknowledge that participation in Mifnet is a privilege--not a right. 2) Posts are always off the record, absent specific permission from the author. 3) The tone of discussions is collegial. 4) Posts are expected to be in reasonably good taste. 5) We discuss ideas and not personalities, and we don't speak ill of other Mifnet members. * The Mifnet WEB SITE is: https://www.mifnet.com/ * To UNSUBSCRIBE from this list at any time please visit: https://lists.mifnet.com/ OR: SEND THIS MESSAGE via email: [email protected]?subject=leave * Send Mifnet mailing list POSTS/SUBMISSIONS to: [email protected] * You may reach the person managing The Mifnet at: [email protected] * Please consider the DIGEST version of The Mifnet, which consolidates all list traffic into 1-3 messages daily. See instructions at: https://lists.mifnet.com/ * Manage your personal Mifnet SUBSCRIPTION at: https://lists.mifnet.com/ * For a list of all available Mifnet commands, SEND THIS MESSAGE via email: [email protected]?subject=help * View The Mifnet LIST POLICIES and PRIVACY POLICY at: https://mifnet.com/index.php/policies * View instructions for Mifnet DELIVERY PROBLEMS at: https://mifnet.com/index.php/delivery-problems * View The Mifnet LIST ARCHIVE at: https://lists.mifnet.com/hyperkitty/list/[email protected]/
