Aerospace Industrial Development Corp (AIDC, 漢翔航空工業), the nation’s largest civilian and military aerospace manufacturer, is eyeing opportunities from rising demand for carbon fiber composite materials.
As aircraft design advances, carbon fiber composite is becoming a bigger part of the bill of materials, the company said at news conference in Taipei.
AIDC, which has partnered with US-based Bell Helicopter, said that carbon fiber composites now account for about 90 percent of the materials it uses, while the figure has climbed to about 50 percent for many civilian and military aircraft, AIDC president Lin Nan-chu (林南助) said.
PRODUCT SUBSTITUTES
Composites in mainstream jetliners, such as Boeing Co’s B787 and Airbus SE’s A350, have also surpassed 50 percent, replacing parts that were previously made with metal alloys, Lin said.
A similar trend has been in older product lines, such as the Boeing 737 and the Airbus A320 family, he said.
The demand for commercial aircraft has been rising at the same time, with Airbus gauging demand in the next 20 years at 34,900 units, worth an estimated US$5.3 trillion, and Boeing predicting the backlog to reach 41,030 units, worth about US$6.1 trillion, Lin said.
He said that suppliers are expected to focus resources on developing moldless composite manufacturing and further improvements to automation, while advanced aircraft designs would reduce reliance on fasteners.
Aerospace suppliers have been pursuing composite material technologies in face of rising competition that requires ever-increasing speed, flexibility and cost savings, AIDC chairman Anson Liao (廖榮鑫) said.
While composite materials are praised for their strength, lightness and corrosion resistance, the aerospace sector would have to develop recycling solutions to mitigate the materials’ environmental impact, Liao said.
The market for composite materials is expected to expand 5 percent annually, increasing from last year’s US$82 billion to US$103 billion by 2021, Liao said, citing findings by JEC Group, a France-based industry association.
BIOMIMICRY
Liao said that carbon composite manufacturing could use 3D printing technology to accommodate the complexity of future aircraft designs that rely on biomimicry.
Biomimicry refers to engineering that draws on insights from nature, such as studying birds to build quieter aircraft or mimicking the structure of bones and cells in aircraft bulkhead designs to reduce weight.
Meanwhile, UHT Unitech Co (永虹先進材料), a carbon-composite producer that is a member of AIDC’s “A-Team” supply chain alliance, said it expects to begin shipping products to fill an order by a Chinese customer in the first quarter of next year, thanks to its proprietary high-temperature graphitization manufacturing process.
Founded in 2012, UHT Unitech is a newcomer to the field, which is dominated by Japan’s Toray Industries Inc and Toho Tenax Co Ltd, and US-based Hexcel Corp.
SECOND-RATE: Models distilled from US products do not perform the same as the original and undo measures that ensure the systems are neutral, the US’ cable said The US Department of State has ordered a global push to bring attention to what it said are widespread efforts by Chinese companies, including artificial intelligence (AI) start-up DeepSeek (深度求索), to steal intellectual property from US AI labs, according to a diplomatic cable. The cable, dated Friday and sent to diplomatic and consular posts around the world, instructs diplomatic staff to speak to their foreign counterparts about “concerns over adversaries’ extraction and distillation of US AI models.” Distillation is the process of training smaller AI models using output from larger, more expensive ones to lower the costs of training a powerful new
Singapore-based ride-hailing and delivery giant Grab Holdings’ planned acquisition of Foodpanda’s Taiwan operations has yet to enter the formal review stage, as regulators await supplementary documents, the Fair Trade Commission (FTC) said yesterday. Acting FTC Chairman Chen Chih-min (陳志民) told the legislature’s Economics Committee that although Grab submitted its application on March 27, the case has not been officially accepted because required materials remain incomplete. Once the filing is finalized, the FTC would launch a formal probe into the deal, focusing on issues such as cross-shareholding and potential restrictions on market competition, Chen told lawmakers. Grab last month announced that it would acquire
Shares of Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) have repeatedly hit new highs, but an equity analyst said the stock’s valuation remains within a reasonable range and any pullback would likely be technical. The contract chipmaker’s historical price-to-earnings (P/E) ratio has ranged between 20 and 30, Cathay Futures Consultant Co (國泰證期) analyst Tsai Ming-han (蔡明翰) told Central News Agency. With market consensus projecting that TSMC would post earnings per share of about NT$100 (US$3.17) this year, supported by strong global demand for artificial intelligence (AI) applications, and the stock currently trading at a P/E ratio of below 25, Tsai said the valuation
The artificial intelligence (AI) boom has triggered a seismic reshuffling of global equity markets, with Taiwan and South Korea muscling past European nations one by one. With its stock market now valued at nearly US$4.3 trillion, Taiwan surpassed the UK, Europe’s biggest market, earlier this month, data compiled by Bloomberg showed. South Korea is about US$140 billion away from doing the same. The tech-heavy Asian markets have shot past Germany and France in the past seven months. The shift is largely down to massive gains in shares of three companies that provide essential hardware for AI: Taiwan Semiconductor Manufacturing Co (TSMC, 台積電),
RSS