First-class seats are getting so fancy they're holding up new airplanes

Industry Overview - The increasing complexity and luxury of first- and business-class cabins, which require regulatory approval, are causing delays in new airplane deliveries from major manufacturers like Boeing and Airbus [2][4]. - Both Boeing and Airbus are experiencing significant hold-ups due to the certification processes for new seat designs and cabin features, which are essential for meeting customer demands for enhanced comfort [3][5]. Company-Specific Insights - Boeing's CEO Kelly Ortberg highlighted that the delivery of 787 Dreamliners is being delayed due to issues with seat installations, which occur late in the assembly process [3]. - Airbus CEO Guillaume Faury confirmed similar delays, stating that the certification of seats and cabin components is impacting the timely delivery of aircraft [4][5]. - Delta Air Lines reported that a significant portion of its revenue now comes from premium seats, indicating a shift in consumer preference towards luxury travel post-COVID-19 [13]. Market Dynamics - The demand for premium seating is driving airlines to invest in more luxurious cabin designs, which can cost in the low six digits per seat, comparable to luxury cars [12]. - Airlines are adapting to new trends, with companies like Singapore Airlines and American Airlines planning to introduce upgraded seating options on long-haul flights [14]. - The competitive landscape is intensifying as airlines globally, including Qantas and JetBlue, strive to enhance their premium offerings to attract high-paying customers [13][14].