Honeywell表示航空电子供应链正在改善

Honeywell (NASDAQ:HON) Aerospace says electronics production is emerging as one of the few bright spots in an industry still wrestling with material and labor shortages, even as overall supply chains begin to show signs of recovery, Reuters reported.

Ben Driggs, Honeywell’s chief commercial and strategy officer, said that components like avionics, navigation and satellite communication systems have improved the most because they depend less on constrained raw materials. However, other areas such as castings, forgings and private jet engines continue to face challenges, he said in an interview with Reuters.

Despite progress, shortages of aluminum, steel and superalloys are still weighing on manufacturers and airlines, which the International Air Transport Association estimates will incur over $11 billion in extra costs this year due to supplier disruptions.

While Honeywell’s (NASDAQ:HON) aerospace division posted a 25.5% profit margin in the second quarter, Driggs declined to comment on pricing concerns raised by airline leaders. Instead, he pointed to the need for suppliers to help operators manage costs and maintain reliability.

The company is in the midst of a restructuring that will divide Honeywell (HON) into three standalone businesses, one of which will focus exclusively on aerospace.