There is a big push for new production processes / material sources.
Here's an example of technology using cheaper and less energy intensive acrylic instead: https://phys.org/news/2016-03-ornl-low-cost-carbon-fiber.htm... Or a plasma method making it from PAN but faster: https://www.youtube.com/watch?v=SLmU0BmLmFE
So there is potential for large drops in price and increases in supply in the future. Probably the wind energy market is driving this.
Carbon fibre also has many more degrees of freedom than aluminium. Not all of these degrees and their interactions, e.g. this arrangement of fibres with some other resin cured at that temperature, are well understood.
As this article points out, the new facility in Australia is state of the art. They claim it may produce better carbon fiber than anywhere else. So imagine Boeing made a massive investment in equipment to make their own, only to have someone come along and do better. They make airplanes and let the industry figure out how to make the fiber, that way they can always buy the best if they want to.
Is that the current production rate for 737s?
https://en.wikipedia.org/wiki/Boeing_737#Orders_and_deliveri...
Or are some significant fraction of airframes scrapped due to defects before the next stage?
As an aside, here's an interesting article if you're interested in the process works (or worked at the time of publication): http://www.seattletimes.com/business/boeing-aerospace/boeing...
My opinion though, if the strength is matched if not exceeded of a metal airframe, but weight is I don't know effectively halved or more... less fuel, farther flights, should be cheaper air fare, possibly less maintenance if carbon fibre doesn't have fatigue problems... but the cost.
As a cyclist, I have a perception of carbon as kinda fragile; take a good hit, and you really need to replace your fork. This makes me think the carbon will mainly be used for internal structure, which would still greatly reduce the weight of the plane (and this the base amount of fuel used), and bring down those lifetime costs. But if it's too fragile, then the overall lifespan of the plane is reduced, which would counterbalance the gains.
To respond to GP, if you can make an aerospace component lighter, once it's made, the thing the component goes on will be better than if it were heavy. Planes have to carry enough fuel to sustain altitude and also to push the plane to the destination. If the plane is lighter, you use less fuel to sustain altitude, saving money every moment the plane's in the air. If you can cut off enough weight, you can tweak the design of the plane itself because it won't need as much lift at speed, making it even more efficient (or faster per unit fuel burned).
Equally interesting to ponder what technologies are evolving because of our current situation
I'd certainly not bet any money on that happening.
I, for one, believe him.