Emirates’ 615 seat A380, is it more economical?

By Bjorn Fehrm

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Introduction

Nov. 11, 2015, ©. Leeham Co: Emirates Airline showed off its newly delivered two class A380 at this week’s Dubai Air Show. With a record 615 seats, this is the densest A380 that has been delivered by Airbus.

EK 615 seat A380Emirates have reached this record seat number by replacing the first class cabin (and showers) with economy seats. Part of the business area has gone as well. What remains on the Premium side are 58 of the well known lie-flat seats and the ubiquitous Emirates bar.

The aircraft is aimed at high density destinations which are reached within a 12 hours limit, therefore the aircraft has no crew rest facilities.

The question is, what improvements in seat-mile costs does this configuration bring and how does it stack up against a similarly configured Boeing 777-300ER or 777-9?

Will there be a change in the economical pecking order compared to the more classical long range configurations that we looked at December last year?

We used our proprietary performance model to find out.

Summary:

  • To be fair to all aircraft, we equipped them with similar high density two class cabins.
  • We also kept the ratio of business-to-economy seats the same for all cabins.
  • The result is high capacity workhorses that are used for flying passengers and cargo at sector lengths of up to 12 hours. Consequently, none of the aircraft have crew rest facilities.
  • We then looked at fuel efficiency, Cash Operating Costs and Direct Operating Costs for these long-haulers now given a mostly mid-haul work scope.

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Emirates’ mid-range choice

By Bjorn Fehrm

Nov. 10 2015, ©. Leeham Co: The Dubai Air Show is on its second day and there are no mega orders. The one that should have been, the mid-range requirement for Emirates Airline, has been postponed, not only to “next year” but for “another year.”

What is the reason? Are we seeing a widebody oversupply fueled by used Boeing 777s/Airbus A330s being available in the market “for very low prices,” as suggested by Delta Air Lines CEO Richard Anderson? Are these the first signs of a damping of an order bonanza which has been going on for five years? Will things be more quiet (or should we say normal) going forward?

We don’t think so. Emirates just want to make the right choice and the equation has got more complicated as it has been working the problem. And it is in no hurry.

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Embraer’s fundamental advantages

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 Introduction

With the first Embraer E-Jet E2 under assembly, we take a look at the E1 and E2 programs in the run-up to roll-out of the E-190 E2 next year and projected Entry Into Service (EIS) in 2018.

Summary

  • Broad customer base gives Embraer a major advantage against new competitors.
  • More than 2,300 ERJs, E-Jets in service.
  • More than 1,100 E-Jets in service.
  • Broad product support a key advantage.

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Pontifications: A380neo? Try A380TXWB. Dubai Air Show and other Odds and Ends

A380 Trent XWB

Click on image to enlarge. Airbus photo.

Nov. 9, 2015, (c) Leeham Co. Airbus last week launched its A380 flying test bed with the A350-1000’s Rolls-Royce Trent XWB 97,000 lb engine placed in the number two position.

The first thing that came to mind when I saw the photo was that if Airbus put three more engines on it, you’d have the A380neo. Or maybe call it the A380TXWB. Done and dusted, as they say in England.

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Bjorn’s Corner: Aircraft systems, the real nuts to crack

By Bjorn Fehrm

By Bjorn Fehrm

06 November 2015, ©. Leeham Co: COMAC’s C919 was rolled out in the week. We got to see a new shiny aircraft which looked ready to fly. The nicely curved fuselage and wings were immaculate, the paint was shiny and the CFM LEAP-1C engines were ready to go.

Yet many ask, when will it fly for the first time? It used to be that when the airframe was finished and the engines ran reliably it was time to fly. No longer! Today the most challenging part of an aircraft program is the integration of all the complex systems which hide under the skin. This is what kept the Bombardier CSeries on ground longer than it should and the Boeing 787 and Airbus A380 had the same flu (the latter also had to short wires).

It is the part of the aircraft which takes longest to get to work reliably. The A380 is known for its long period of nuisance warnings from the complex avionics system after entry into service and the reliability work for the 787 has to a large extent been one of software tuning of its system side.

As the system function of modern aircraft has grown more complex the whole architecture of how it was built had to be changed. Here’s how.

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No fear of C919 for a generation

Nov. 4, 2015, © Leeham Co. The first COMAC C919 was rolled out of the factory over the weekend, China’s mainline entry into the fiercely competitive arena now “owned” by the Airbus-Boeing duopoly.

COMAC C919. Click on image to enlarge. Photo via Google images.

Although the two giants each has said China is the next competitor they will have to face, the Big Two have nothing to worry about for a generation to come.

Here’s why.

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COMAC C919, first analysis

By Bjorn Fehrm

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Introduction

Nov. 04, 2015, ©. Leeham Co: COMAC rolled out China’s first modern airliner Monday. We have commented on its place in the market in a sister article. Here we will do a first analysis of its competitiveness compared to the established aircraft in the 150 to 200 seat single aisle segment.

The C919 is an aircraft which resembles another airliner which is assembled in China, the Airbus A320. Many think it is a carbon copy. While many dimensions and solutions are similar, there is enough original thinking on the aircraft to give China credit for having created their own first mainline airliner.

China is going the safe way and staying away from exotic solutions. Designing close to the most modern aircraft in this size bracket is no fault, it’s being prudent. There is no prior knowledge how to do such an aircraft in the country and the A320 is not a bad model. How good is the final result? We do a first analysis with our proprietary aircraft model and check if COMAC’s claim of 5% better aerodynamics than A320 and lower operating costs holds water.

Summary:

  • The C919 has the shape of an A320neo but with more modern nose and wingtips.
  • It is slightly longer than the A320 and has therefore one seat row more in the cabin.
  • COMAC has sensibly stayed with a fully conventional build-up of the aircraft. It has enough on its plate to learn the ropes of getting a mainline single aisle aircraft through flight testing and certification
  • The classical build and slightly larger dimension make for a heavier aircraft than A320neo. We check if its more modern wing can bring the performance past the A320neo benchmark.

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“MAD” at Airbus, Boeing?

Nov. 3, 2015, © Leeham Co. Aerospace analysts are weighing in on 3Q2015 Friday’s earnings call on the Airbus announcement that it will lift A320 production to 60/mo by mid-2019 and may go to 63/mo the following year.

AB_BA Single Aisle Rates

Figure 1. Click on image to enlarge.

Way back in February we predicted Airbus and Boeing will take their single-aisle production rates to 63/mo. (Figure 1.)

Ken Herbert, the aerospace analyst for Canaccord, noted that even with the same higher rates, Boeing will still out-produce Airbus because Boeing works on a 12-month year and Airbus shuts down the assembly line for a summer vacation. His forecast production chart takes this into account (Figure 2.)

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Pointifications: Wide-body orders; Bombardier’s $1bn

By Scott Hamiltn

By Scott Hamilton

Nov. 2, 2015, © Leeham Co. Boeing gets an order for up to 26 787-10s.

Airbus firms up options to an order for 30 A330s, added to 45 previously announced by the same customer.

Boeing announces an order for nine 787-9s.

For all the talk of a wide-body surplus, this is shaping up to be a good year for wide-body orders.

Through September, Airbus recorded 90 firm wide-body orders, all but three for the A330 family. Boeing recorded 152 during the same period (these are net figures). Not included are any of the orders listed above, which have yet to be recorded as firm contracts.

Based on the YTD-September figures and those above, Airbus has a 42% share of orders this year; Boeing has 58%.

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What’s the trouble with Bombardier and the CSeries, Part2?

By Bjorn Fehrm

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Introduction

Nov. 02, 2015, ©. Leeham Co: Bombardier (BBD) held its 3Q 2015 call last week and gave further information around the cash needed to bring the CSeries program to market. We now take the chance to compare our forecast of the program’s costs with the information that could be gleaned from the 3Q report and analyst call.

Overall, it can be said that OEM’s don’t want market analysts to have to detailed information. The answers on the analysts’ questions are as general as possible and one has to collect bits and pieces to build a picture. When doing this, it helps that one has modeled the whole problem beforehand. The OEM’s sparse data points can then be fitted like puzzle pieces into the larger picture and one can see if there is a fit or not.

Here is what we found.

Summary:

  • Overall, the communicated 3Q results and needs of the CSeries program fit well with our forecast.
  • BBD’s CEO, Alain Bellemare, said, however, on Canadian TV that Leeham’s forecast of a loss of $32m per aircraft for the first 50 “is not correct”.
  • With the data that was communicated we have to be close. There is a plausible explanation why we and Bellemare could both be correct; we explain why.

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