The COVID-19 downturn and Boeing 737 MAX crisis have altered the dynamic between OEMs and their supply chains. As aerospace recovers, are brutal price squeezes on suppliers easing up? Do suppliers have more leverage? Will vertical integration of the supply base speed up or slow down as bankruptcies and consolidation wipe out many?
The answers may be surprising as the industry enters a new – but familiar – era of relationships. Supply chain guru Kevin Michaels joins Aviation Week editors to discuss what has changed — and what’s next.
