Three in a row, two in a week..

There is some movement in the A320neo engine market right now, it seems. P&W scored three "wins" in a row recently. After BOCA announced an order for 15 A320neo to be powered with the PW1100G-JM, this week both Tigerair and ANA selected the Geared Turbo Fan for 37 and 30 aircraft.
I would expect that we will see more decisions about A320neo engine options being taken this year as EIS is now less than 20 months away. The PW1100G-JM should gain certification this summer so that it will maybe have an advantage in customer confidence (and this is badly needed by P&W after the PW6000 disaster).
Right now the GTF has a slightly larger market share with 896 aircraft (866 shown here by pdxlight plus 30 by ANA) to be powered versus 827 to be powered by the LEAP-1A. But there are large campaigns waiting for a winner, like Lion Air (174 aircraft), American Airlines (130 aircraft) and easyjet (100 aircraft), so the picture can turn by any of these campaigns decided.

Narrowbody Outlook 2013

After Boeing and Airbus unveiled their final order and delivery numbers for 2012 it is now time to turn to what is ahead. What will 2013 bring us in the narrowbody segment?

Let’s begin with deliveries – this is quite easy:

·         Airbus stabilizes their output rate at 42/month and will deliver 480-485 A320 family aircraft (ca. 11.5*42 as we have to take the summer break into account)

·         Boeing will increase the delivery rate towards  38 B737NG’s per month and therefore deliver between 450-460 narrowbodies.

·         Bombardier will deliver the first CS100 in 2014, so A & B are (probably for the last time) alone.

Boeing wins a MAX customer from Airbus

SilkAir announced they signed a LoI with Boeing for 23 B737-800 and 31 B737MAX-8 with another 14 options. The orders can be converted to other versions.
This is significant as Silkair is the first customer Boeing catched from Airbus. Silkair currently operates a fleet of 21 A320 with 3 more on order.
Until now it was Airbus who draw customers away from Boeing, the first one being American Airlines - prompting Boeing to announce the (then yet unnamed) B737MAX.

B737RE!

So we have another reengining programme! American Airlines just announced to purchase up to 300 B737 aircraft (as well as up to 625(!) A320neo). The more inportant detail of this message is that 100 (+60 options) of the B737NG's will be powered by the LEAP-X, unofficially launching the reengining program of the B737NG, as this needs confirmation by the Boeing board.
What does that tell us?