11 janvier 2023 | International, Naval

How big of a fleet? A look at the US Navy’s size and readiness needs

Absent the personnel and support needed, additional ships could spend more time at the piers and be less capable at sea.


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  • As Manufacturing Reshapes After COVID-19, Size Will Matter

    21 mai 2020 | International, Aérospatial, Naval, Terrestre, C4ISR, Sécurité

    As Manufacturing Reshapes After COVID-19, Size Will Matter

    Michael Bruno May 20, 2020 If you like the cadre of big aerospace and defense companies now, you are going to love them later. Among the major trends the novel coronavirus is expected to catalyze within aerospace and defense (A&D) manufacturing is that the big will get bigger by gobbling up others or taking back more work. In the next few years, vertical integration should pick up momentum, according to several executives and consultants. After decades of OEMs, primes and top-tier companies outsourcing major work on their programs, many see the pendulum swinging back to bringing more of it in-house. “We've already seen signs of more vertical integration coming through the industry and potentially where some of that could be accelerated as we work through the crisis,” says one advisor. Boeing started this a few years ago as it insourced avionics and other niche segments. Major consolidation picked up last year with the mergers of Raytheon and United Technologies Corp. and L3 Technologies and Harris Corp. Now, whether it be protecting profits or securing supply, the reasons to own more of the work are burgeoning as industry is refashioned in the COVID-19 crisis. For starters, aerospace suppliers are facing diminished economies of scale but a greater share of fixed-cost in production, with a likely loss in profitability and competitiveness, say Roland Berger advisors Robert Thomson and Manfred Hader. So-called organic top-line increases, through insourcing and acquisition of additional work packages, are possible but only to a limited degree. A fixed-cost reduction likewise is only feasible up to a certain level due to equipment and overhead structures. So consolidation is an important lever to consider. Part and parcel to that will be the financial distress into which suppliers in Tier 2 and below fall—and the opportunity to roll them up. Top CEOs are watching. Speaking May 13 to an investor conference, Honeywell International Chairman, CEO and President Darius Adamczyk cited an inflection point. “For a couple of years now, I've been talking about how it is a seller's market, not a buyer's market,” he told Goldman Sachs. “But that calculus may change in the second half of the year, and I think it could become a bit more of a buyer's market, and the valuations may be better and different. That's something that we want to partake in.” Feeding the phenomenon could be a desire to bring supply closer to home, both for reliability and geopolitical reasons. Suppliers overseas once were revered for their low-cost footprint, but suddenly they are seen as vulnerable to pandemics, economic stress and global trade wars. In turn, consultants expect industry leaders to take another look at favoring local regions. Even in the defense realm, which for now is considered safer during this downturn, there is talk of larger firms becoming even more powerful. “Large pure-plays should come through the pandemic relatively unscathed but may be looking at lower spending growth outlooks,” Capital Alpha Partners Managing Director Byron Callan noted May 13. “Mergers and acquisitions may thus be more important in delivering growth—even though it's not organic growth—in 2021-25.” So where to look for vertical integration and consolidation from the top? Clues are already emerging, according to advisor presentations. First, look at niches where top suppliers already are prevalent—environmental and flight-control systems, landing gear, electrical power and interiors—and others where they are not there yet, including maintenance, repair and overhaul, logistics, aerostructures and engines. Next, look at the supply base from the perspective of a top supplier. Who is distressed or drawing down credit lines? What revenue mix do certain potential targets have—e.g., commercial vs. defense, products vs. services or aging vs. next-generation platforms? Finally, consider where the new nucleus of consolidation will be. Will more “super Tier 1s” such as Raytheon Technologies emerge, or will conglomeration occur among Tier 2 and 3 providers? The first would allow rationalization of capacity for detailed part production from Tier 1 to 3, for instance, with the super Tier 1s able to secure through-value-chain control and prevent subtier supplier failure, according to Roland Berger. The latter likely would be opportunistically driven rather than following any overarching industry logic. For smaller suppliers, the questions are more concise, as one consultant says. Do you want to be a buyer, a seller or risk it as is? A simpler question, for sure, but no less difficult to answer. https://aviationweek.com/aerospace/manufacturing-supply-chain/manufacturing-reshapes-after-covid-19-size-will-matter

  • Rheinmetall unveils new ground robot for armed reconnaissance

    30 novembre 2020 | International, Terrestre

    Rheinmetall unveils new ground robot for armed reconnaissance

    By: Sebastian Sprenger COLOGNE, Germany — Rheinmetall has unveiled a new scouting configuration of its Mission Master ground robot, ratcheting up competition in a European market segment that is set to heat up in the coming years. The new version features a suite of sensors mounted on a collapsible, 3.5-meter mast, including an infrared sensor, a surveillance radar and a 360-degree camera. A laser rangefinder and target designator are also included on the vehicle, as is a 7.62mm gun on a remote-controlled weapon station, according to a company statement. “The Mission Master-Armed Reconnaissance is designed to execute high-risk scouting missions and deliver a real-time common operating picture without putting soldiers in danger,” the German company said. The six-wheeled vehicle's autonomous functions are powered by Rheinmetall's PATH kit, which the company advertises as a means to turn any vehicle into an unmanned platform. Multiple vehicles can be combined to operate as part a “Wolf Pack” cluster, a technology enabling communications, cueing and targeting toward a common mission objective, according to Rheinmetall. Ground robots with varying degrees of autonomy are rapidly becoming critical for ground forces worldwide. Cargo transport and surveillance are some of the most obvious applications. While some of the new robots carry weapons, Western manufacturers have shied away from connecting their most advanced autonomy algorithms to the process of firing them. Rheinmetall's Mission Master series is something of a counterpoint to Estonia's Milrem Robotics, which has been making inroads with European ground forces through its tracked THeMIS vehicle. Milrem has advertised its operational experience by way of a THeMIS deployment with the Estonian military to the French-led Barkhane counterterrorism mission in Mali. Milrem also sits atop a smattering of European companies charged with developing a common architecture for unmanned ground vehicles under the umbrella of the European Defence Industrial Development Programme. The effort is named iMUGS, which is short for “integrated Modular Unmanned Ground System,” and it received roughly $36 million in European Union funding over the summer. “The ambition is no less than developing an F-16 [fighter jet] of unmanned ground systems,” Kusti Salm, director general of the Estonian Centre for Defence Investments, was quoted as saying by the Baltic Times website in 2019. The iMUGS effort centers around Milrem's THeMIS vehicle as a prototype platform. Notable European land warfare companies are part of the consortium, including Germany's Krauss-Maffei Wegmann and France's Nexter. Absent from the EU-endorsed roster is Rheinmetall, which has mounted its own marketing and outreach campaign for the Mission Master series. Earlier in November, the company announced it had given a sample vehicle to the Royal Netherlands Army for experimentation. The robot will undergo a two-year evaluation toward what Rheinmetall described as “Future Manoeuvre Elements” to aid Dutch ground forces during operations. The Dutch previously ordered the THeMIS from Milrem. During the spring, Rheinmetall delivered four Mission Master vehicles configured for cargo transport to U.K. forces. “These unmanned ground vehicles will form part of the United Kingdom's Robotic Platoon Vehicle program,” Rheinmetall said in a statement at the time. “This program is designed to determine the extent to which unmanned vehicles can boost the combat effectiveness and capabilities of dismounted troops at platoon level.” https://www.defensenews.com/global/europe/2020/11/29/rheinmetall-unveils-new-ground-robot-for-armed-reconnaissance

  • Demand for New and Refurbished Aircraft and Need for Lightweighting Materials Fuel Aerospace Adhesives and Coatings Sector Growth

    29 octobre 2018 | International, Aérospatial

    Demand for New and Refurbished Aircraft and Need for Lightweighting Materials Fuel Aerospace Adhesives and Coatings Sector Growth

    LONDON, Oct. 29, 2018 /CNW/ -- Current and evolving growth prospects in the global aerospace adhesives and coatings market look promising over the next six years. Frost & Sullivan's analysis forecasts the market to reach $1.90 billion by the end of 2024, driven by an increasing need for lighter materials, investment in technically advanced products, evolving regulations, and high-volume demand for new and refurbished aircraft. "While manufacturers are increasingly investing in product development to enhance environmental sustainability and product efficiency, customers are seeking out products that are easy to apply, highly durable, quick drying, lighter in weight, environmentally sustainable, and regulatory compliant," said Christeena Thomas, Senior Research Analyst,Chemicals and Materials, EIA at Frost & Sullivan. For further information on this analysis, please visit http://frost.ly/2vs Merger and acquisition activities are expected to continue, with global companies acquiring small manufacturers to access their products, technical competences, distribution channels, and customer bases. To gain a competitive advantage, Thomas recommends manufacturers invest in developing adhesive formulations that are superior in properties such as durability and UV resistance and compatible with multiple substrates while exhibiting reduced overall weight after application. Key trends creating growth opportunities in the market include: A boost in unmanned aerial vehicle demand in commercial, defence, and general aviation segments due to decreased technology costs High demand for adhesives and coatings in the defence and aerospace segments in the Asia-Pacific and Rest of World countries with increased investments in domestic manufacturing and operations Customer demands for newer, high-performance adhesives and coatings Growth in defense spending in the aerospace sector due to changing global economic conditions Growing demand for adhesive and coatings formulations that are compatible with robotic applications Replacement of traditionally used heavy fasteners with lighter-weight adhesives "Programs such as Registration, Evaluation, Authorisation and Restriction of Chemicals (REACH) in the European Union, US Environmental Protection Agency (EPA), and Federal Aviation Administration (FAA) are expected to increase the research and development and transaction costs that businesses incur when developing and distributing new types of chemical compounds," noted Thomas. "In addition, extensive testing, verification, and approval cycles delay product launches, resulting in significant time and costs for material suppliers." Growth Opportunities in the Global Aerospace Adhesives and Coatings Market, Forecast to 2024 market intelligence identifies disruptive market and technology trends, drivers and restraints, market share and competitive analysis. Percent unit shipment forecast by technology, application, chemistry, and end-industry for Europe, North America, Asia-Pacific and Rest of World are also provided. Growth Opportunities in the Global Aerospace Adhesives and Coatings Market, Forecast to 2024 is the latest addition to Frost & Sullivan's Visionary Science research and analysis available through the Frost & Sullivan Leadership Council, which helps organisations identify a continuous flow of growth opportunities to succeed in an unpredictable future. About Frost & Sullivan For over five decades, Frost & Sullivan has become world-renowned for its role in helping investors, corporate leaders and governments navigate economic changes and identify disruptive technologies, Mega Trends, new business models and companies to action, resulting in a continuous flow of growth opportunities to drive future success. Contact us: Start the discussion. https://www.newswire.ca/news-releases/demand-for-new-and-refurbished-aircraft-and-need-for-lightweighting-materials-fuel-aerospace-adhesives-and-coatings-sector-growth-698876461.html

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