9/16/2015

A320neo and B737MAX market shares

Boeing had a press release yesterday announcing the first B737MAX is now in the final assembly. First flight is expected in early 2016. Bjorn Fehrm writes here about the timing of EIS of the new or reengined narrowbodies and regionals (he is not right on one thing though: the first flight of the A320neo was NOT late by 6 months).What becomes clear (well, as of now...) is that the B737MAX will enter Airline Service earlier than previously thought. This is also backed from Alaska Airlines, which expects the first B737MAX-8 now in late 2017 rather in early 2018.

There is always a lot of "discussion" between Airbus and Boeing about the market share of the A320neo vs. the B737MAX. Airbus maintains to argue that the A320neo has a market share of 60% where Boeing also consistently says that in the long run market shares will be

9/11/2015

Widebody Order Gap Update Septermber 2015


Another update of the „bridge situation” for both the A330ceo/neo and the B777/B777X:



There has been some moves regarding the A330. In August Airbus announced some more orders, 22 of them from undisclosed customers. Whether these orders are part of the 45 aircraft order from China is not clear (yet), so there is some uncertainty around it.
On the other side AirAsia X canceled most of their outstanding A330ceo orders, as I suspected back in March this year. But the cancellation is not yet in the orderbook, so we have to keep in mind that the “real” number of open orders is 12 less than in the O&D Excel Sheet. Plus 15 less for Kingfisher of course. Some other risks remain as I mentioned before.
On the other hand the announced purchases of four aircraft from EVA and four by South

9/08/2015

B737NG and A320ceo backlog

Scott Hamilton posted a story last week commenting on the backlog situation of the B737NG. He Comes to the conclusion that there is a rather large gap and Boeing would need more than 350 more orders to fill the production until the B737MAX takes over in full.

How large the gap is depends on when exactly EIS of the B737MAX will be and how fast Boeing (and the suppliers) can ramp up production: