Flightblogger sent out a few Tweets this afternoon about Spirit's prodcution of the 787 forward fuselage sections. Spirit will deliver 10 - 12 787 section 41s this year (2009) to Boeing (they've delivered 3 thus far this year).
They say that they are capable of making 7/month right now but they'll be doing 2/month for the 2nd half of 2009 and for 2010 or until Boeing give them a go for increasing beyond the 2/month rate. The last section they'll deliver this year will be for LN17.
So that automatically says that Boeing expects to produce 2 787s per month until the end of 2010 it seems though if they could up that rate before the end of 2010 I'm sure they'll do that. To me that doesn't sound very promising for their earnings in 2010.
Spirit does plan to up production to 7/month later on but didn't give a time frame as to when that will happen. Boeing has said that it expects to hit 10/month production rate sometime in 2012.
Jon posted an update to his blog:
Jon's Spirit Update
Wednesday, June 3, 2009
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6 comments:
Uresh,
I read Jon's Blog differently than you do. Spirit will only deliver two 787's per month through 2009 and will STAY at that rate until told so otherwise by Boeing.
They have the capacity to deliver more, even now, but are restraining themselves so as to not have to redo any until the flight testing informs them of any necessary changes or circumsatnces call for an acceleration.
You are indicating the chance that this will last through 2010
Jon had tweeted that this rate will hold through 2010.
I think the bevity of the tweet was misleading. The rate will be held at two.month until Boeing rings the bell for more...a possibility depending on the nature of the redo's, orders, etc.
I posted on Jon's blog for clarification. It will hold at 2/month through 2009 but after that is contingent
Jon wrote in his blog:
"Spirit will operate at a two shipset per month delivery rate for the second half of 2009 and hold that rate into 2010 until Boeing signals its readiness to ramp up."
Uresh,
I interpret that to mean that the rate will remain at 2/month in January 2010 and UNTIL Boeing calls for more....that could be in February 2010...it does not imply that it will be set for the entire year
Uresh,
Do you know if all the members of the partnership team are as prepared as Spirit.
Could Vought increase its output if necessary?
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