Suppliers conference in Mobile focuses on US aerospace sector in Southeast

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Oct. 31, 2017: A new event, the Southeast Aerospace and Defence Conference (SADC) scheduled for June 25-27 in Mobile (AL), will examine the commercial, defense, space and corporate aerospace sectors in the US Southeast.

The conference is organized by Airfinance Journal and Leeham Co., the first joint venture between the two companies.

The US Southeast is a growing aerospace center. Defense and space clusters have decades-long histories in the Southeast. Corporate and commercial clusters are more recent developments, albeit in some cases now well within a second decade.

Airbus’ A320 family Final Assembly Line in Mobile opened in September 2015. The FAL is producing 3.5 A320s per month and will reach its initial target of 4/mo by year end, slightly ahead of schedule. There is land capacity to expand to 8/mo.

Earlier this month, Airbus and Bombardier announced that their new venture will establish an FAL in Mobile.

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Welcome back, Commercial Aviation Report

May 15, 2017, © Leeham Co.: Welcome back, Commercial Aviation Report.

Today Leeham Co. is re-launching the publication that became the foundation of an international publishing and conference company and which ultimately led to the creation of Leeham Co. and Leeham News and Comment.

Commercial Aviation Report, or CAR for short, was launched Oct. 1, 1989, by Scott Hamilton, Chris Kjelgaard and Bernard Tilbury. The bi-weekly newsletter evolved into a magazine and later the creation of a monthly, Commercial Aviation Value Report.

It’s conference unit, Commercial Aviation Events, became one of the top aviation conference organizers. CAE created the first commercial aviation conference in Eastern Europe, after the fall of the Iron Curtain; and the first commercial aviation conference in China.

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Airbus gearing toward 63 A320s per month; Boeing sure to follow

By Scott Hamiltn

By Scott Hamilton

Oct. 5, 2015, © Leeham Co. Airbus appears to be closing in on a decision to boost the production rate of the A320 family to 63/mo by the end of the decade, a new report from Bernstein Research Group says.

Boeing is sure to follow with rate boosts for the 737, Bernstein writes in an Oct. 1 note.

Leeham Co. has been predicting these moves all year, and in LNC’s interview with Airbus Group CEO Tom Enders last month at the opening of the A320 Final Assembly Line (FAL) in Mobile (AL), Enders indicated the decision to boost rates would be made by the end of the year.

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Boeing 737 MAX 8 as a long and thin aircraft and how it fares in general versus Airbus A320neo.

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By Bjorn Fehrm

Introduction

Over the last weeks we have looked at Boeing’s 757 replacement possibilities on its long and thin network niche, including a ground breaking launch interview for the A321neoLR with Airbus Head of Strategy and Leeham logo with Copyright message compactMarketing, Kiran Rao. In the series we have seen that the A321neo has the potential to replace the 757-200 on long and thin international routes. Boeing’s equivalent single aisle entry, 737 MAX 9, has problems to extend its range over 3,600nm. It is too limited in the weight increase necessary to cover the longer range.

Many have asked how the less- restricted Boeing 737 MAX 8 would fare, suitably equipped with the necessary extra tanks. This is the subject of this week’s sequel on the theme long and thin. At the same time we look at Airbus entry in this segment, the A320neo, to see how it stacks up to the 737 MAX 8, both in their normal 1,000 to 2,000nm operation and then also in a long and thin scenario.

Let’s first summarize what we found so far in our four articles around the Boeing 757 and its alternatives:

  • The Boeing 757-200 with winglets can serve international routes with city pairs up to 3,500nm. The rest of its range capability (about an additional 500nm) is needed for unfavorable winds and reserves.
  • The A321neo has the capabilities to be extended to cover the range of the 757-200. This was also announced by Airbus during our series. The improvements are an increase in range of 500nm by virtue of three extra center tanks and an increase in max takeoff weight of 3.5 tonnes ( 7,400 lb). The efficiency improvement over 757-200 would be 25% with a small decline in passenger capacity (162 vs. 169 seats) in a typical First, Premium economy and economy cabin.
  • Boeings 737 MAX 9 fares less well. While it has the wing to fly the range, the aircraft’s squat stance hinders the aircraft to cant the wing to generate the necessary lift for an increased takeoff weight. MAX 9 can’t rotate to more than 70% of the angle of an A321neo. Subsequently the take off distances get too long with any weight increase.
  • Boeing’s New Small Airplane study covers from 130 to 240 seats and evaluates both single and dual aisle alternatives. The big question mark is when an entry into service (EIS) is necessary and therefore when a launch decision has to be taken. We think after the 777X has entered flight test in 2018/19 for EIS 2025. Boeing’s CEO, Jim McNerney, says he sees EIS as 2030 for a new small airplane. We argue this risks missing the boat.

Summary

  • The 737 MAX 8 is 1.5m (5 feet) longer than A320 with a 2.5m (8.2 feet) longer cabin. This brings a 12 seat higher capacity, everything else being equal. The result is that the MAX 8 beats the A320neo on per seat efficiency while being worse on trip efficiency.
  • The MAX 8 has a range on internal fuel of 3,700nm. This makes it suitable for extending the range up to 4,000nm with smaller changes. It thereby is probably Boeing’s best bet of offering a long and thin aircraft before the New Small Aircraft (NSA) comes to market. Its major drawback is a 33 seats reduction in capacity compared to 757-200 when both are configured for long and thin.
  • A320neo is less ideal to extend to long and thin. It requires several extra fuel tanks to get to 4,000nm nominal range and then there is too little space left for luggage.

737 MAX8 overlaid with A320neo

Figure 1. Boeing 737 MAX 8 overlaid with Airbus A320neo. Source: Leeham Co.

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Fundamentals of airliner performance, Part 1

By Bjorn Fehrm

As part of our premium content we provide a briefer form of our airliner performance analysis than we provide to our consulting clients. As we present this material, we presume a lot of knowledge on the part of the reader on the definitions we use and how these are employed. We thought it would be appropriate to give an easy-to-digest clinic on some of these definitions and concepts that we are using. Aired at the same time when we run our analysis series, we thereby present the background to our different analysis steps and some of the key parameters that influence these.

Leeham logo with Copyright message compactWe will provide these articles as free content to make them available to a broader audience. To make them more interesting and easy to digest we refrain from using formulas as much as possible, instead we illustrate our findings with real values from a modern aircraft , for that we have chosen the most common of them all, the Boeing 737.

We will fly this aircraft in the latest MAX 8 version on a typical short haul mission of 2.5 block hours covering a distance of 1,000 nautical miles. Starting from the cruise we will explain the factors that determine the performance of the aircraft and how we can estimate their influence. As we present the real values for the performance for the aircraft, we can also give the background to the different characteristics that contribute to the overall efficiency of the aircraft. Read more

Part 3: Boeing 757 replacement: 757 and Airbus A321neoLR versus clean sheet designs.

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By Bjorn Fehrm

Part 3 of 3

Introduction

In Part 2 of our three-part 757 Replacement analysis, we took a close look at Airbus’ new 97 tonne take-off weight A321neo, revealed in a world exclusive by Leeham logo with Copyright message compactLeeham News and Comment October 21. We analyzed the A321neoLR’s capabilities and limitations when compared to Boeing 757-200W and we saw that it could do the international flights that the 757-200 does with about 25% better efficiency. In this final Part 3, we will now compare the 757 and A321neoLR against what can be Boeing’s reaction, a clean sheet New Single Aisle, NSA, or New Light Twin Aisle, (NLT). First the conclusions from Part 2:

  • When using the United Airlines-configured 757-200W international as benchmark, we came within seven seats of the 757 capacity for an A321neoLR. It covered the same range and had trip fuel costs that were 25% lower.
  • The per seat fuel costs gave a 22% higher efficiency, which was within 2% of Airbus own figures.
  • 737 MAX9 is not suitable for stretch to an international version, not because the wing is not good enough but because the MAX9 cannot bring the wing to an angle at take-off where it can work efficiently; the landing gear is too short.

Summary
For Part 3 we can summarize:

  • A New Single Aisle (NSA) or New Light Twin (NLT) which would enter the market in 2025 would be sized at around 200 passengers with subsequent variants covering the 175-225 seat market, all numbers with OEM standard two-class seating. Figure 1 shows the fuselage cross sections we have used in our modelling of NSA and NLT to cover this market segment.

NSA and NLT cross sections

Figure 1. Fuselage cross sections of our models of NSA and NLT. Source: Leeham Co.

  • In order to cover the market segment of the 737, A320 and 757 it would have a range in excess of 4,100nm. We will use 4100nm for our modeling to maximize the comparative efficiency information.
  • Its efficiency would be higher than an A321neoLR, primarily due to better engines and a more modern wing.
  • The New Light Twin (NLT) wins on comfort and ground turn-around time but pays with a larger fuselage cross section due to the extra aisle. This causes more drag and structural weight, net effect is a reduction in efficiency of around 2.5%.

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Embraer continues and refines its strategy at the low-end of 100-149 seat sector

While Airbus and Boeing slug it out in the competition for the duopoly and Bombardier struggles to gain respect as an emerging mainline jetliner producer, Embraer continues and refines its strategy in the smaller-end of the jet market with its E-Jets, E-Jet “Plus” (our term) and the E-Jet E-2.

Source: Embraer, Reprinted with permission.

Source: Embraer, Reprinted with permission.

Embraer is broadening its offering from a maximum of 122 seats to a maximum of 132 and dropping its low-end E-170 from future variants. This brings the EMB family to 90-132 seats, following the decision to undertake an extreme makeover of the current E-175/190/195 line by adapting the Pratt & Whitney P1000 Geared Turbo Fan engine to a new wing design and upgrading a variety of systems in the E-Jet E2.

New Features

 Source: Embraer. Reprinted with permission.

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Changing Domain URL for Leeham News and Comment

We have acquired a new domain name for Leeham News and Comment: www.leehamnews.com. There may be a lag in the transition, but try one or the other and you should get to our site.

 

Odds and Ends: Starting 2012

Outlook for 2012: We’ve historically provided our outlook for the coming year by taking a look at the major airframe and engine OEMs. This year, our outlook is combined with that of Ernie Arvai and Addison Schonland over at AirInsight, which also looks at the Highs and Lows of 2011.

Boeing: The Seattle Times has a good year-end wrap up/2012 Outlook.

Boeing 787: Boeing did not make its target of delivering 5-7 787s in 2011. It only delivered two. Update, 9:45am: Blogger Airline Reporter says Boeing and ANA signed the paperwork on Dec. 30 for a third 787, arguably making this a third “delivery” but ANA won’t actually take possession until Jan. 4. We had asked Boeing Jan. 1 if any more deliveries had taken place in 2011 and a Boeing spokeswoman said Boeing would not confirm deliveries until the Jan. 5 update.

Bombardier: In part 3 of its look at 2012, AirInsight has a podcast with Bombardier talking about the CSeries.

Cathay Pacific: Aspire Aviation has an in-depth look at Cathay Pacific, including future fleet acquisition prospects. Daniel Tsang believes CX favors the Boeing 747-8I over the Airbus A380 at this point in evaluation, largely on great cargo capacity and a preference for frequency over passenger capacity.

Wichita (KS): December was a bad month for the aviation center in Wichita (KS). First came the news that Boeing may not finish the KC-46A tanker there and that the entire Boeing Wichita center may close. Then Hawker Beechcraft lost a USAF contract to Brazil’s Embraer. In fact, Hawker was excluded from bidding and is suing.

Leeham News: Our readership was up 62% in 2011 over 2010. Thanks to you all.

Odds and Ends: The selling of the 707

Selling the 707: Fortune magazine reprinted this article from 1957 of the Selling of the 707. Pretty good return to nostalgia.

From Twitter: .@Boeing CFO James Bell to retire next April. Corporate Controller Greg Smith to replace him.

Republic Airways Holdings is sliding deeper into financial trouble as a result of Frontier Airlines. Aviation Week has a detailed story that reports the Embraer E190 order will be deferred and casts doubts about the viability of the Airbus A320neo and Bombardier CSeries orders. RC has an earnings call November 8.

Airline Books: Arcadia Publishing, which is largely known for specialty books about local cities, towns and topics throughout the US, has a number of books about airlines. We were at the Museum of Flight at Boeing Field and discovered this line of books, which is new to us. We picked up books on Northwest Airlines and Pan Am but there are a number of others here.

Leeham.net back up, finally: After two months (don’t ask) our corporate website is back up.