Leeham News and Comment
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Leeham News and Comment
- Boeing’s advantage going into 2018 June 26, 2017
- Pontifications: Read the fine print June 26, 2017
- Airbus has decent showing in down year June 23, 2017
- Bjorn’s Corner: Interesting aircraft at the sides of Paris Air Show 2017 June 23, 2017
- Propelled by MAX 10, Boeing thumps Airbus at Paris Air Show June 22, 2017
Developing Boeing’s airplanes
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. Boeing’s airliner lineup over the years. Source: Boeing.
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
Dissecting the 737-10 numbers
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.
MC-21 and C919 compared. Part 3.
By Bjorn Fehrm
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Introduction
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.
Summary:
- The MC-21 is the more advanced aircraft of the two. It uses carbon composites for the wings and empennage.
- Coupled with more refined aerodynamics, the MC-21 offers a higher efficiency than the more classical C919.
MC-21 and C919 compared. Part 2.
By Bjorn Fehrm
Subscription required.
Introduction
June 08, 2017, ©. Leeham Co: We started the comparison of Irkut’s MC-21 and COMAC’s C919 last week. We compared project time plans, structures and aerodynamics.
Now we continue with the comparison of cabin capacities and systems.
Summary:
- The C919 cabin is a slightly longer copy of the Airbus A320 cabin. MC-21 sets new standards for cabins in the single aisle segment.
- Both aircraft use Western systems to ease development and improve in-service reliability.
Pratt & Whitney, rest of industry, await Boeing decision on NMA
June 1, 2017, © Leeham Co.: Pratt & Whitney, like the airlines, lessors, suppliers and competitors, awaits a decision by Boeing whether it will launch the New Midrange Aircraft for the Middle of the Market sector.
PW’s president, Bob Leduc, said the company is going through its business case studies
Bob Leduc, president of Pratt & Whitney. UTC photo.
even as it provides information to Boeing.
In an interview yesterday with Leduc and PW Commercial Engines president Chris Calio at PW’s pre-Paris Air Show media days near its West Palm Beach (FL) engine production facility, Leduc says the market size and the assumption Boeing will choose two engine makers to power the NMA are among factors that will drive the business case.
Here is a transcript of the interview on the NMA and other topics. The lead into the NMA evolved from a question about the aftermarket services PW—and Boeing—have as strategic profit-center goals.
Paris Air Show Preview
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Introduction
May 22, 2017, © Leeham Co. The Paris Air Show begins June 17, and few in the industry expect much in the way of orders this year.
The order cycle is on the downward side of the bell curve. Sustaining the 2,000, 3,000 or nearly 4,000 gross orders announced 2011-2013 simply couldn’t be achieved. The “order bubble” had to break, and it did. Last year, Airbus and Boeing reported some 1,400 orders between them.
Airbus guides that it will tough to achieve a 1:1 book:bill this year. Boeing is running about 1:1 book:bill so far but it also guides conservatively. Still, LNC thinks Boeing might surprise this year–and some of this could be at the Paris Air Show.
Leeham Co.’s new publication, Commercial Aviation Report, provides a Focus Report on the Air Show. This encompasses the expectations for Airbus, Boeing, Bombardier, Embraer, COMAC, Irkut, Mitsubishi, CFM, GE Aviation, Pratt & Whitney and Rolls-Royce into one easy-to-read package.
The pre-airshow press briefings by the OEMs begin next week. We don’t expect any earth-shattering news from these and we wanted to get our views out ahead of these briefings.
Summary
- Boeing wants to launch the 737-10 MAX at the Paris Air Show. This could spur a group of orders that would give Boeing a rare win in the headlines vs Airbus on the latter’s home ground.
- Mitsubishi plans to have its MRJ90 at the Air Show. One airplane entered the paint shop for ANA colors–this might be the one making the appearance.
- Embraer expects to have its KC-390 there. Will the E195-E2 also make an appearance?
Pontifications: Emirates profits drop 83%, MC-21 and more news last week
By Scott Hamilton
May 15, 2017, © Leeham Co.: It was a busy news week last week.
- Emirates Airline headlined its 29th consecutive year of profits, but downplayed an 83% decline.
- The Irkut MC-21 moved to the tarmac, an indication first flight may be coming shortly.
- Multiple media reports indicate that electronics flight ban from the Middle East may be extended in part to all of Europe.
- Boeing suspended test flights on the 737 MAX after CFM discovered some quality issues in some LEAP 1B engines.
Let’s look at these events.
How Airbus can kill the Boeing 797
Artisit concept of the Boeing 797. Rendering via Google images.
May 10, 2017, © Leeham Co.: Airbus can kill the business case for the prospective Boeing 797, the New Midrange Aircraft also known as the Middle of the Market Airplane,
- Reuter’s Tim Hepher has this story.
- CNN’s Jon Ostrower has this story.
All it has to do is move first, instead of waiting for Boeing to launch the 797, something considered likely next year.
If Airbus launched what is commonly called the A322, a larger, longer-range version of the A321neo, the new version would become a true replacement for the Boeing 757, meet economics of the smaller 797, which has a working title of the 797-6, at a much lower capital cost.
C919, the Chinese challenger
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By Scott Hamilton and Bjorn Fehrm
May 01, 2017, ©. Leeham Co: The COMAC (Commercial Aircraft Corporation of China) C919 is expected to have its first flight this month, perhaps as early as this week. We review where the program stands and how it compares to its competition.
When the C919 program was launched in 2008, neither Airbus nor Boeing envisioned re-engining the A320 and 737 families. First flight was planned for 2014 and entry-into-service in 2016.
The C919 would have had economic and capital cost advantages over the A320 and 737NG. With program delays of at least four years, and maybe more, those advantages have been narrowed. Read more
Pontifications: Boeing complaint against Bombardier no surprise
By Scott Hamilton
May 1, 2017, © Leeham Co.: The Boeing Co. filed a complaint with the US Commerce Department and the International Trade Commission charging the Bombardier “dumping” the CSeries in the US to the detriment of Boeing and its 737.
Brazil, on behalf of Embraer, another competitor to Bombardier and the CSeries, previously filed a complaint with the World Trade Organization over similar charges that the Canadian and Quebec governments improperly subsidized BBD when they bailed out Bombardier for the CSeries.
The federal and provincial governments provided about US$1.5bn in investments in a new company that segregated the CSeries from Bombardier. A quasi-government pension fund took an investment in BBD’s rail division, also for more than US$1bn.
Neither move is a surprise.
At the time, the Canadian investments in Bombardier and the CSeries pretty much transformed the CSeries into a government program, managed by BBD.