You are currently browsing the archives for the airbus category.

Subscribe


Reader Profile

View More Statistics ▾

iagBlog Archives

 

iagBlog Categories

Latest iagTweets

Follow Us | Twitter RSS

Airbus – A Market Analysis and Outlook

Available here.

Can Airbus and Boeing be seriously challenged in the 100-200-seat single-aisle market segment?

The Centre for Asia Pacific Aviation does a brief on AirInsight's latest report. Among the report's conclusions:

  • Airbus and Boeing currently have about an 88% market share in the 100- to 200-seat single-aisle market segment. This market share could be cut in half to about 40% if market forecasts offered by the emerging competitors bear any relationship to reality;
  • Technology transfers by the current Big 4—Airbus, Boeing, Bombardier and Embraer—are enabling these new competitors;
  • Airbus and Boeing will likely choose to re-engine their stalwart A320 and 737 families as an interim solution to meeting the new competition, while continuing to develop advanced-technology replacements for introduction in the 2020 decade;
  • The sub-70 seat regional jet market is rapidly losing attractiveness. Bombardier is considering larger turboprops and Mitsubishi is considering a larger version of its MRJ;
  • Embraer faces a tough decision about what to do with its E-Jet series, which is still relatively new to market, to meet the competition from Bombardier’s CSeries.

    Report available here.

  • Independent Market Analysis and Outlook for Airbus SAS

    A comprehensive Market Analysis and Outlook report on Airbus has been completed by Air Insight with the collaboration of three leading industry consultants and analysts. Ernest Arvai of The Arvai Group, Addison Schonland of Innovation Analysis Group and a third consultant who wishes to remain unidentified collaborated on this analysis. That report is available for purchase here.

    The report provides a comprehensive analysis of the Airbus commercial aircraft programs, the A400M and the KC-30 tanker, plus a number of critical issues facing Airbus in its competitive battle with Boeing for supremacy.

    “Airbus has gained parity with Boeing in commercial aviation over the last decade, and we expect it to maintain its parity position for the foreseeable future,” states Arvai, co-author of the report. “If Boeing continues to stumble with the 787 program and Airbus has learned its lessons from the A380 and succeeds in delivering the A350 on time, Airbus could leapfrog Boeing into a position of market leadership — but Airbus must deliver the A350 on-time to take strategic advantage, which is not an easy task.”

    “Airbus will rely on strong performance of its A320 and A330 families to counter losses on the A380 and A400M programs while it funds the A350 program,” said Schonland. “We believe the A400M contract will be modified and reduce the financial burden on Airbus from this program now in its 27th year of development.” We also believe that Airbus will win at least a share of the USAF tanker program in the next competition.”

    For further information, please contact:
    Addison Schonland: +1.858.536.9900; aschonland@iag-inc.com
    Ernest Arvai: +1.603.894.0000; earvai@arvaigroup.com

    Independent Market Analysis and Outlook for Airbus SAS

    A comprehensive Market Analysis and Outlook report on Airbus has been completed by Air Insight with the collaboration of three leading industry consultants and analysts. Ernest Arvai of The Arvai Group, Addison Schonland of Innovation Analysis Group and a third consultant who wishes to remain unidentified collaborated on this analysis. That report is available for purchase here.

    The report provides a comprehensive analysis of the Airbus commercial aircraft programs, the A400M and the KC-30 tanker, plus a number of critical issues facing Airbus in its competitive battle with Boeing for supremacy.

    “Airbus has gained parity with Boeing in commercial aviation over the last decade, and we expect it to maintain its parity position for the foreseeable future,” states Arvai, co-author of the report. “If Boeing continues to stumble with the 787 program and Airbus has learned its lessons from the A380 and succeeds in delivering the A350 on time, Airbus could leapfrog Boeing into a position of market leadership — but Airbus must deliver the A350 on-time to take strategic advantage, which is not an easy task.”

    “Airbus will rely on strong performance of its A320 and A330 families to counter losses on the A380 and A400M programs while it funds the A350 program,” said Schonland. “We believe the A400M contract will be modified and reduce the financial burden on Airbus from this program now in its 27th year of development.” We also believe that Airbus will win at least a share of the USAF tanker program in the next competition.”

    For further information, please contact:
    Addison Schonland: +1.858.536.9900; aschonland@iag-inc.com
    Ernest Arvai: +1.603.894.0000; earvai@arvaigroup.com

    United's order news

    We were able to participate in an audio interview/discussion today as part of a Gerson Lehrman Group analyst team to discuss the potential order. You listen to it here.

    In other news –

    • Virgin America & Google – watch out world
    • Iberia in the red – talks tough about Lufthansa and Air France
    • Even more on AF447
    • Lufthansa and Panasonic start to dance – behind a curtain

    Subscribe to over 3,700 (and growing) analysis and opinion posts behind the headlines at Blackprogram

    United's order news

    We were able to participate in an audio interview/discussion today as part of a Gerson Lehrman Group analyst team to discuss the potential order. You listen to it here.

    In other news –

    • Virgin America & Google – watch out world
    • Iberia in the red – talks tough about Lufthansa and Air France
    • Even more on AF447
    • Lufthansa and Panasonic start to dance – behind a curtain

    Subscribe to over 3,700 (and growing) analysis and opinion posts behind the headlines at Blackprogram

    World Scoop – Leahy quits Airbus for Boeing

    In a world exclusive, IAG can report that John Leahy is to quit Airbus and join Boeing! Boeing has consequently agreed to withdraw its WTO protest.

    Apparently Mr. Leahy has tired of French cuisine and it’s not true the French have tired of him. As a consequence of his health problems, Mr. Leahy has found that rich French cooking has been the source of ceaseless stomach pain. Any suggestions that a reduction in Airbus’ medical insurance benefits, as part of cost cutting via Power8, are false. There are reports that indigestion from snails and frogs’ legs are more severe than red-tide infected mussels for New York natives.

    The entire decision is driven by Mr. Leahy’s French doctors’ belief that the weather (dryness, sunshine and warmth) of Seattle will be much better for his complete long term recovery than staying in Toulouse. Any thoughts of Mr. Leahy's move being tied to the just announced French insider trading news is purely coincidental.

    Boeing, as part of an attractive package to entice Mr. Leahy, bought him a villa overlooking the Puget Sound in the tony San Seriffe neighborhood of Seattle. In order to make the move quickly, nothing will be announced on April Fool's day.

    World Scoop – Leahy quits Airbus for Boeing

    In a world exclusive, IAG can report that John Leahy is to quit Airbus and join Boeing! Boeing has consequently agreed to withdraw its WTO protest.

    Apparently Mr. Leahy has tired of French cuisine and it’s not true the French have tired of him. As a consequence of his health problems, Mr. Leahy has found that rich French cooking has been the source of ceaseless stomach pain. Any suggestions that a reduction in Airbus’ medical insurance benefits, as part of cost cutting via Power8, are false. There are reports that indigestion from snails and frogs’ legs are more severe than red-tide infected mussels for New York natives.

    The entire decision is driven by Mr. Leahy’s French doctors’ belief that the weather (dryness, sunshine and warmth) of Seattle will be much better for his complete long term recovery than staying in Toulouse. Any thoughts of Mr. Leahy's move being tied to the just announced French insider trading news is purely coincidental.

    Boeing, as part of an attractive package to entice Mr. Leahy, bought him a villa overlooking the Puget Sound in the tony San Seriffe neighborhood of Seattle. In order to make the move quickly, nothing will be announced on April Fool's day.

    KC-30 Wins!

    Podcast on the selection with Jon Ostrower.

    A350XWB news

    Podcast with Airbus' head of product marketing, Alan Pardoe.