Here is a story we did last week for Flight Global Pro.

With huge orders last year for the Airbus A320neo family and this year for the Boeing 737 Max, the top customers for the Big Two OEMs continue the shift from the traditional “blue chip” airlines, but upstart low-cost carriers and Middle East airlines.

Air Asia and Indigo, two LCCs, are now the top two customers in terms of backlog for Airbus, with Qatar Airways and Emirates Airlines having the fourth and fifth largest unfilled orders. Only Qantas Airways of the legacy carriers hits the Top 5 for Airbus. After this flag carrier, the next legacy carrier—US Airways—comes in at only #14. Lessors, other LCCs and Latin America’s TAM (founded in 1961) and Lan (1929) are the top customers for Airbus.

Boeing is a slightly different story, driven by its long dominance of the US market. American Airlines, Delta Air Lines and Continental Airlines are legacy carriers that are in the Top 10. But Upstarts Lion Air and Norwegian Air Shuttle are Boeing’s first and third top customers with legacy LCC Southwest Airlines ranked second.

Aengus Kelly, CEO of AerCap, worried in an interview with The Wall Street Journal that the large orders placed by the newer airlines won’t be filled, and that the orders contribute to over-production by Airbus and Boeing. He specifically identified Lion Air and Norwegian Air Shuttle as having ordered to many airplanes for their future needs. Norwegian’s recent order for Boeing 737s is reflected in the Boeing customer list but not yet reflected in the Airbus list. NAS announced an order for 100 A320neos, which would thrust it to a Top 15 position with Airbus.