Tuesday, August 14, 2012

100-149 passengers further look

Some further comments are appearing in the internet concerning this market segment and about newcomers on the ground. Turbulence in the next five years will appear, AirEnsight argues that an important number of old models being recently sold (reducing investment costs) joined with airplanes with better economics will create an interesting market movement in the coming years.

Just for adding new arguments on the discussion I tried to analyze in detail the data summarized by Leeham concerning the current demand and deliveries of each aircraft. The market is reacting similar to other segments, on which important demand is concentrated at peaks in specific years, with important cyclic behaviour (take into account 2001 and 2002 gaps in this analysis). Looks like the train is only passing by at those years, and you need to be at the station. The right move was done by Embraer capturing important demand during early 2000s, seems that Bombardier came unfourtunately late to the game. For understanding SSJ100 sales we need to consider the mayority of sales are Russian influenced contries, pick in sales early 2010s reflect this.

Sunday, August 12, 2012

Some updates on calendar...

Adding some more detailed information about submodels of new airplanes coming up:

Q4 2012:                    A320 Sharklet EIS
December 2012:         CS100 first flight
H1 2013:                    A350-900 first flight
end 2013:                   CS100 EIS
H1 H2 2014:              A350-900 EIS
2014:                         C919 first flight
end 2014:                   CS300 EIS
October 2015:            A320NEO EIS
mid 2016:                   A350-800 EIS
2016:                         C919 first flight
2017:                         A350-1000 EIS
2017:                         B737 MAX EIS

Market analysis of 100-149 seats

I've been taking a look to the article written by Leehman. I recommend to go through this article, as I consider it very interesting describing this segment status and the different offers coming from each OEM's.

Just wanted too add a small analysis based on the data source from the same article:

  • a319neo: 134 passengers, MTOW 141109lb and range 4200NM
  • 737-7 MAX: 140 passengers, MTOW 159400lb and range 3800NM
  • CS300: 130 passengers, MTOW 139600lb and range 2950NM
The comparison seems to be very in favor of A319NEO (just comparing this data from airplanes entering into service in 2014, 2017 and 2019, so data doesn't seem to be mature enough), for a similar MTOW (comparable, full deposits with given OEW) NEO is able to fly further 4 more passengers than CS300. And comparing NEO and MAX, more fuel seems to be needed on MAX.