24 avril 2020 | International, Technologies propres, Méga données et intelligence artificielle, Fabrication avancée 4.0, Systèmes autonomes (Drones / E-VTOL), Conception et essais virtuels, Fabrication additive

What To Watch For As A&D Companies Plan Future With COVID-19

What To Watch For As A&D Companies Plan Future With COVID-19

Michael Bruno April 21, 2020

Companies have good quarters and bad quarters, but rarely does a whole industry sound like it just got sucker-punched. That's what the next few weeks will be like in the aerospace and defense sector, and for sure there will be headlines describing industrial carnage as the industry gasps for air and works to recover after COVID-19.

The truth is the aerospace and defense (A&D) supply chain suddenly is far too large for what is needed, maybe by a quarter or a third of excess capacity. As a result, quick or methodical cutbacks in manufacturing and services are expected throughout the syndicates that make airliners, business jets and other aircraft. As public companies report their latest quarterly financial results in late April and May, they will have to address the year ahead and offer insight into their response plans.

Unfortunately, business as usual prior to COVID-19 is not expected until 2022 or later, according to numerous analysts and advisors. And that is just too long to carry extra financial costs, which means all levels will feel pain. “The COVID-19 decline is a serious risk for commercial OEM plays—Boeing, Spirit AeroSystems, Allegheny Technologies, Hexcel, Howmet Aerospace, Triumph Group and Carpenter Technology,” Cowen analysts say. “Aftermarket ‘relative safe havens' Honeywell International, Heico and TransDigm Group also face stiff near-term headwinds, with more serious risks at General Electric.”

Sur le même sujet

  • Navys Next Generation Air Dominance Program to be Family of Manned Unmanned Systems

    31 mars 2021

    Navys Next Generation Air Dominance Program to be Family of Manned Unmanned Systems

    The Navy is eyeing a mix of manned and unmanned platforms as it embarks on its next-generation air dominance program, which will replace some of the service's aging planes, said a top official March 30. At the center of the iniatitive is an effort to procure a sixth-generation fighter and replace the F/A-18E/F Super Hornet, said Rear Adm. Gregory Harris, director of the air warfare division of the office of the chief of naval operations. The Super Hornet will begin nearing the end of its service life in the mid-2030s. The Navy has not yet decided whether that platform will be robotic or have a pilot in the cockpit, he said during a virtual event hosted by the Navy League of the United States. “In the next probably two to three years, we'll have a better idea of whether the replacement for the F/A-18E/F will be manned or unmanned,” he said. “I would believe it will most likely be manned but I'm open to the other aspects.” That decision will be informed by a concept refinement phase, which the Navy is currently in, he said. “That concept refinement phase and the teams that we have with our prime air vehicle vendors will start to advise what's in the realm of possible — has autonomy and artificial intelligence matured enough to be able to put a system inside an unmanned platform that has to go execute air-to-air warfare?” he said. Air-to-air warfare is perhaps the most complex mission for an autonomous capability to perform, he noted.

  • STATE SMALL BUSINESS CREDIT INITIATIVE (SSBCI)
  • Panel wants to double federal spending on AI

    2 avril 2020

    Panel wants to double federal spending on AI

    Aaron Mehta A congressionally mandated panel of technology experts has issued its first set of recommendations for the government, including doubling the amount of money spent on artificial intelligence outside the defense department and elevating a key Pentagon office to report directly to the Secretary of Defense. Created by the National Defense Authorization Act in 2018, the National Security Commission on Artificial Intelligence is tasked with reviewing “advances in artificial intelligence, related machine learning developments, and associated technologies,” for the express purpose of addressing “the national and economic security needs of the United States, including economic risk, and any other associated issues.” The commission issued an initial report in November, at the time pledging to slowly roll out its actual policy recommendations over the course of the next year. Today's report represents the first of those conclusions — 43 of them in fact, tied to legislative language that can easily be inserted by Congress during the fiscal year 2021 budget process. Bob Work, the former deputy secretary of defense who is the vice-chairman of the commission, said the report is tied into a broader effort to move DoD away from a focus on large platforms. “What you're seeing is a transformation to a digital enterprise, where everyone is intent on making the DoD more like a software company. Because in the future, algorithmic warfare, relying on AI and AI enabled autonomy, is the thing that will provide us with the greatest military competitive advantage,” he said during a Wednesday call with reporters. Among the key recommendations: The government should “immediately double non-defense AI R&D funding” to $2 billion for FY21, a quick cash infusion which should work to strengthen academic center and national labs working on AI issues. The funding should “increase agency topline levels, not repurpose funds from within existing agency budgets, and be used by agencies to fund new research and initiatives, not to support re-labeled existing efforts.” Work noted that he recommends this R&D to double again in FY22. The commission leaves open the possibility of recommendations for increasing DoD's AI investments as well, but said it wants to study the issue more before making such a request. In FY21, the department requested roughly $800 million in AI developmental funding and another $1.7 billion in AI enabled autonomy, which Work said is the right ratio going forward. “We're really focused on non-defense R&D in this first quarter, because that's where we felt we were falling further behind,” he said. “We expect DoD AI R&D spending also to increase” going forward. The Director of the Joint Artificial Intelligence Center (JAIC) should report directly to the Secretary of Defense, and should continue to be led by a three-star officer or someone with “significant operational experience.” The first head of the JAIC, Lt. Gen. Jack Shanahan, is retiring this summer; currently the JAIC falls under the office of the Chief Information Officer, who in turn reporters to the secretary. Work said the commission views the move as necessary in order to make sure leadership in the department is “driving" investment in AI, given all the competing budgetary requirements. The DoD and the Office of the Director of National Intelligence (ODNI) should establish a steering committee on emerging technology, tri-chaired by the Deputy Secretary of Defense, the Vice Chairman of the Joint Chiefs of Staff, and the Principal Deputy Director of ODNI, in order to “drive action on emerging technologies that otherwise may not be prioritized” across the national security sphere. Government microelectronics programs related to AI should be expanded in order to “develop novel and resilient sources for producing, integrating, assembling, and testing AI-enabling microelectronics.” In addition, the commission calls for articulating a “national for microelectronics and associated infrastructure.” Funding for DARPA's microelectronics program should be increased to $500 million. The commission also recommends the establishment of a $20 million pilot microelectronics program to be run by the Intelligence Advanced Research Projects Activity (IARPA), focused on AI hardware. The establishment of a new office, tentatively called the National Security Point of Contact for AI, and encourage allied government to do the same in order to strengthen coordination at an international level. The first goal for that office would be to develop an assessment of allied AI research and applications, starting with the Five Eyes nations and then expanding to NATO. One issue identified early by the commission is the question of ethical AI. The commission recommends mandatory training on the limits of artificial intelligence in the AI workforce, which should include discussions around ethical issues. The group also calls for the Secretary of Homeland Security and the director of the Federal Bureau of Investigation to “share their ethical and responsible AI training programs with state, local, tribal, and territorial law enforcement officials,” and track which jurisdictions take advantage of those programs over a five year period. Missing from the report: any mention of the Pentagon's Directive 3000.09, a 2012 order laying out the rules about how AI can be used on the battlefield. Last year C4ISRNet revealed that there was an ongoing debate among AI leaders, including Work, on whether that directive was still relevant. While not reflected in the recommendations, Eric Schmidt, the former Google executive who chairs the commission, noted that his team is starting to look at how AI can help with the ongoing COVID-19 coronavirus outbreak, saying "“We're in an extraordinary time... we're all looking forward to working hard to help anyway that we can.” The full report can be read here. https://www.c4isrnet.com/artificial-intelligence/2020/04/01/panel-wants-to-double-federal-spending-on-ai/

Toutes les nouvelles