June 21, 2017, © Leeham Co.: Boeing, after years of struggling sales, finally dropped the iconic 747 passenger airplane from its 20-year forecast, revealed publicly yesterday at the Paris Air Show.
Boeing in fact eliminated the entire Very Large Aircraft sector (400 passengers and up) from its forecast, the Current Market Outlook.
The forecast for the 747-8F now is part of a new category, Freighters, which encompasses all sizes. Boeing projects a need for 920 freighters in the next 20 years.
Rival Airbus continues to forecast a need for 1,400 VLAs in its Global Market Forecast.
June 21, 2017, © Leeham Co.: Boeing hasn’t launched the 797 and it’s already looking at applying this technology to future aircraft and coming up with more technology for the decades ahead.
Mike Sinnett, VP for Product Development, outlined some of the ideas, in general terms, at a press briefing today at the Paris Air Show.
June 21, 2017, © Leeham Co.: “It’s all about continuing the development strategy since thirty years” said Mike Delaney, VP of program development for Boeing. “It’s about continuing the development strategy for 30 years producing super efficient twins that support point-to-point networks.”
Delaney made the remarks at the Paris Air Show about developing the 737 MAX 10 and the NMA (New Medium size Airplane).
Figure 1 shows the Boeing products over the years, with the 737 MAX 10 and the NMA filling the gap between 180 and 270 two class seats (note the 748i is no longer part of the chart). The MAX 10 is in place and a tentative NMA is showing the way into the next decade. Read more
June 20, 2017, © Leeham Co.: Boeing closed out the second day of the Paris Air Show capturing the orders headlines again with a big one: 100 for the 737 MAX 10 from United Airlines.
While the number and the blue-chip customer are welcome for the launch of the program, it came at the expense of converting all of them from other MAXes previously ordered by UAL.
Boeing also announced MAX 10 orders from Chinese lessor CALC (15), Chinese airline OKAY (8) and US lessor Aviation Capital Group (20). These are new orders.
Analysis
June 19, 2017, © Leeham Co.: Boeing’s launch of the 737 MAX 10 on its face was a surprisingly strong showing here at the Paris Air Show.
Kevin McAllister, CEO of Boeing Commercial Airplanes, and Dennis Muilenburg, CEO of The Boeing Co., announced there were 240 orders from more than 10 customers when they confirmed the show’s worst kept secret: that the launch was here.
The 240 orders were more than had been expected—and less than advertised.
Update: Early order announcements at the end of this post.
June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales.
More than 10 customers–to be identified later–ordered the airplane, said Kevin McAllister, CEO of Boeing Commercial Airplanes.
The MAX 10 challenges the Airbus A321, which has outsold the 737 MAX 9 by a factor of three or four to one, depending on how orders are measured.
June 18, 2017, © Leeham Co.: It’s too soon to draw conclusions, but early indications of in-service operations of the Boeing 737-8 MAX are that it’s slightly bettering performance expectations.
Boeing delivered its first 737-8 MAX May 16 to Lion Air’s Malindo Air subsidiary.
Malindo Air Boeing 737-8 MAX. Photo via Google.
Keith Leverkuhn, VP and GM of the MAX program, said the long-range delivery flight of Malindo’s first MAX impressed the pilots with how little fuel was burned, but the in-service, short-haul operation is too young to draw any definitive conclusions about fuel consumption.
However, early indications are that fuel burn is better than forecast. The engines are the new CFM LEAP-1B.
Dispatch reliability is also meeting plan, he said.
Leverkuhn made the remarks in advance of a media tour of the new MAX 9 and the Boeing 787-10, both on display for the first time at the Paris Air Show.
By Bjorn Fehrm
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June 15, 2017, ©. Leeham Co: We continued the comparison of Irkut’s MC-21 and COMAC’s C919 last week with an analysis of the cabins and systems. The week before, we compared project time plans, structures and aerodynamics.
Now we finish with an analysis of the economics of the aircraft.