Leeham News and Analysis
There's more to real news than a news release.
Airbus working on new Sharklets for A350
By Bjorn Fehrm
October 25, 2017, © Leeham Co: Airbus is working on further extending the range of the A350-900 and -1000. The company is quietly testing an extended Sharklet, which will extend the aircraft’s wingspan.
An A350-900 test aircraft is flying since last week with the larger Sharklet, Figure 1. Jujug Spotting in Toulouse caught the test and we have the right to show the pictures.
Figure 1. A350-900 test aircraft flying with larger Sharklets. Source: Jujug Spotting.
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Boeing-Embraer venture in response to Airbus-Bombardier? Don’t count on it
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Introduction
Oct. 23, 2017, © Leeham Co.: With the tie-up announced last Monday between Airbus and Bombardier for the CSeries, speculation immediately turned to whether Boeing and Embraer will join forces in some fashion in response.
The speculation is natural. Boeing and Embraer have had several commercial agreements, mostly on the defense side but also in eco-research. But as yet, there hasn’t been a tie-up involving the successful E-Jet program.
Embraer E195-E2.
Don’t look for anything soon that would be a meaningful response to the Airbus-CSeries deal.
Summary
- Boeing needs a response in the 125-150 seat sector in which the 737-7 MAX languishes and with which the CS300 competes.
- Boeing has no product offering in the 100-125 seat sector. Embraer doesn’t need Boeing’s help here. The E175-E1 continues to sell and it meets US Scope Clauses.
- The Embraer E2 program’s first delivery is April next year.
- Embraer isn’t about to proceed with a new airplane program in the 100-150 seat sector, which is Boeing’s product gap.
Bjorn’s Corner: Airbus A330neo flight test starts
By Bjorn Fehrm
October 20, 2017, © Leeham Co, Toulouse: The Airbus A330neo flew its first flight yesterday. The aircraft lifted off from Toulouse Blagnac Airport in front of invited airline customers, suppliers and media. It landed after a successful four-hour mission.
We’ll take the opportunity to look at the A330neo changes and its flight test program. We also look at the drag reducing changes from A330ceo to A330neo.
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Boeing ponders restart of 767-300ER passenger line
Oct. 19, 2017, © Leeham Co.: Boeing is nearing a decision whether to restart the 767-300ER passenger line, LNC has learned.
The company is in discussions for 50-60 aircraft, market intelligence indicates.
Boeing declined comment, saying it does not discuss conversations with customers.
United Airlines Boeing 767-300ER. Photo via Google images
But sources indicate that the prospect of restarting the 767-300ER passenger line could serve as interim lift until the prospective entry-into-service of the Boeing New Midrange Aircraft, now commonly called the 797, for the Middle of the Market sector.
LNC on Aug. 14 speculated that relaunching the 767-300ER could be a good tactical move on Boeing’s part.
Economics of CS300 versus A319neo and 737 MAX 7
By Bjorn Fehrm
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Introduction
October 18, 2017, ©. Leeham Co: We looked at what Airbus got when it acquired Bombardier’s CSeries yesterday. Now we continue the analysis by looking at the economics of Bombardier’s CS300 versus Airbus A319neo and Boeing 737 MAX 7.
The CS300 has entered service and A319neo is flying in tests. The 737 MAX 7 will fly next year, for a service entry 2019.
We use our aircraft performance model to compare the aircraft.
Summary:
- The A319neo has 126 seats in our normalized domestic cabin, the CS300 132 seats and the 737 MAX 7 138 seats.
- The CSeries is more fuel efficient, both on a trip basis and on a per seat basis, than the smaller A319neo and the larger 737 MAX 7.
- On a total cost basis, the CS300 is the lower cost aircraft (as long as normal net pricing prevails, it’s best to add). Read more
From war to partner: Airbus and the CSeries
John Leahy
Oct. 18, 2017, © Leeham Co.: It was the annual media day in 2010 that Airbus declared war on the Bombardier CSeries.
Lufthansa Group in 2009 was the launch customer of the CSeries with an order for 30 CS100s and options for 30 more.
Bombardier had won a major order from Republic Airways Holdings, which then owned Frontier Airlines, an exclusive A319/320 operator. Republic ordered 40 CS300s and optioned 40 more. It was this order that spurred Airbus’ wrath. It was this order that would push Airbus into launching the re-engined A320neo family.
John Leahy, Airbus COO-customers, and Tom Williams, then EVP of programs, declared to the assembled international media that Airbus would aggressively compete against Bombardier.
Now, seven years later, Airbus and Bombardier are partners.
What has Airbus got in the CSeries?
By Bjorn Fehrm
October 18, 2017, ©. Leeham Co: Bombardier and Airbus changed the airliner landscape yesterday. Analysts say it’s the largest industry change since Boeing bought McDonnell Douglas in 1997.
So, what has Airbus bought for no money? A me-too, or a world-beater?
Assessing the Airbus-Bombardier deal
Oct. 17, 2017, © Leeham Co.: The Airbus-Bombardier transaction announced yesterday has implications well beyond the United States, which has been much of the focus of analysis post-announcement.
The analysis focused on the US is natural, given the Boeing trade complaint involving the CSeries sale to Delta Air Lines.
But it’s important to step back to see what this means for CSeries.
Airbus-Bombardier CSeries deal means no tariffs on US-assembled aircraft, says CEO
Oct. 16, 2017, © Leeham Co.: The stunning Airbus-Bombardier partnership for the CSeries program guarantees the future of the new airplane, kills off the A319 and thrusts a big stick up Boeing’s tailpipe.
Boeing won big victories in its trade complaint filed with the US government, winning 300% tariffs on every CSeries imported into the US, throwing into doubt a big deal with Delta Air Lines for up to 125 aircraft.
Airbus buys majority stake in CSeries–details to come
Press Release
Airbus and Bombardier Announce C Series Partnership
Airbus to acquire majority stake in the C Series Aircraft Limited Partnership
Partnership brings together two complementary product lines, with 100-150 seat
market segment expected to represent more than 6,000 new aircraft over the next 20
years
Combination of Airbus’ global reach and scale with Bombardier’s newest aircraft family
to create significant value for customers, suppliers, employees and shareholders
Significant C Series production costs savings anticipated by leveraging Airbus’ supply
chain expertise
Commitment to Québec: C Series Aircraft Limited Partnership headquarters and
primary assembly to remain in Québec, with the support of both companies’ global
supply chains
Airbus’ global industrial footprint expands with the C Series Final Assembly Line in
Canada, resulting in a positive impact on operations in Québec and across the country
Growing market for C Series results in second Final Assembly Line in Mobile,
Alabama, serving U.S. customers.