China's Comac C919 aircraft is facing significant delivery delays, mainly due to supply chain problems. This situation may prompt China's three major airlines—China Eastern Airlines, Air China, and China Southern—to consider placing new orders with Boeing. The delays come amid ongoing geopolitical tensions between China and the United States.
Earlier this year, Comac had aimed to deliver 50 C919 aircraft in 2025, later increasing the target to 75. However, by late September, the company reduced its goal to just 25 aircraft for the year. So far, only five C919s have been delivered to the three main customers: one to China Eastern Airlines and two each to Air China and China Southern. The revised plan means Comac must produce up to 20 more aircraft before year's end if it is to meet its current target.
The reduction in output has led these airlines—who already operate both Airbus A320 and Boeing 737 family jets—to look at Western alternatives. Boeing appears better positioned than Airbus to benefit from any new orders because of shorter backlogs for its 737 models compared with Airbus’s A320 family.