flood From United States of America, joined Feb 2009, 1393 posts, RR: 1 Posted (3 years 1 month 2 weeks 8 hours ago) and read 12243 times:
Thought I'd post a state-of-the-NEO thread after Airbus updated the books during the press conference, and as we begin an exciting new year in the narrowbody race.
Orders: Current through Jan. 20, 2012:
VX's 30 NEOs were booked in 2010, resulting in 1226 NEOs being firmed in 2011.
Any guesses as to the unidentified 35? I suppose it's possible they account for a previous MOU, ie Avianca or Alafco increasing and firming their order but hope to see a new customer behind it. With the Singapore air show just around the corner (Feb.14-29), perhaps an Asian airline? MH would make an interesting candidate should they choose to defect in the narrowbody segment and replace their 35 aging 737 classics (despite operating NGs, yet with only 1 delivery remaining, per airfleets). They currently operate a mixed A/B widebody fleet.
NEO vs MAX: As there has been quite of bit of discussion on the "fastest selling airliner", I decided to plot some numbers to compare both programs' progression of firm orders over time.
Data is based on the NEO's 12/1/2010 launch and the MAX launching on 7/20/2011 - in conjunction with the AA order. By this metric, technically the MAX is currently in the lead with the firmed Southwest order - as we're only at day 184
For reference, the Southwest order came after 146 days in MAX's life. On day 147 in the NEO's life, ILFC firmed their order for 100 aircraft. It will be interesting to plot the progression over time through 2012 as Boeing begins firming their commitments. The dashed lines represent their respective, current order ceilings (firm+commitments). Boeing is said to have accumulated 1000+ commitments to date.
Pricing: With Airbus' prices increases, the NEO now commands the following premium -
A319NEO: +8.1 million USD
A320NEO: +8.4 "
A321NEO: +9.7 "
Trivia: As tweeted by David KM of Flight Global on Jan. 17th - "A320neo sharklets were nearly called 'eaglets' because, I'm told, a fairly senior Airbus exec doesn't like sharks."
Thank goodness someone came to his senses.
FRNT787 From United States of America, joined Sep 2007, 1334 posts, RR: 14
Reply 7, posted (3 years 1 month 2 weeks ago) and read 11084 times:
Quoting flood (Thread starter): Thought I'd post a state-of-the-NEO thread after Airbus updated the books during the press conference, and as we begin an exciting new year in the narrowbody race.
An excellent thread with clear graphs and charts. Very interesting, and im sure helpful to most of us here following this segment. When summer 2011 came around, I had a mighty hard time following the hourly announcements for the neo.
Quoting flood (Thread starter): MH would make an interesting candidate should they choose to defect in the narrowbody segment and replace their 35 aging 737 classics (despite operating NGs, yet with only 1 delivery remaining, per airfleets).
It would indeed be an interesting switch, however with their changing strategy, especially involving Air Asia, I dont see them ordering any additional narrowbodies for awhile.
Quoting flood (Thread starter): NEO vs MAX: As there has been quite of bit of discussion on the "fastest selling airliner", I decided to plot some numbers to compare both programs' progression of firm orders over time.
I loved this. Should make interesting comparisons when in a few months time, both manufacturers are making the claim.
Quoting astuteman (Reply 6): The NEO could well be one of the finest bits of decision-making that Airbus have ever done, IMO. Time will tell, I guess
Totally agree on that. Airbus did a swell job convincing the airlines they could not wait for a new single aisle aircraft that may have been a bit better, but certainly a good bit later. This in turn, IMO, forced the airlines and thus Boeing's hand on the MAX.
"We have a right to fail, because failure makes us grow" --Glenn Beck
flood From United States of America, joined Feb 2009, 1393 posts, RR: 1
Reply 11, posted (3 years 1 month 1 week 6 days 15 hours ago) and read 8395 times:
Quoting JerseyFlyer (Reply 3): IAG? BA's LGW 737s are due for replacement, and IB will have some older 320 - series also.
A solid candidate... they also have only one A320 left awaiting delivery.
Quoting kl911 (Reply 4): I just figured out that AF is missing. Didnt they order the NEO? So its only two European companies ordering the NEO, LH and SAS. Guess that wont make it easy to go and fly on one.
Their widebody order should be firmed soon, but despite AF confirming their interest in the NEO some nine months ago, they have yet to commit (unless they're the unidentified customer, that is):
Quoting Chiad (Reply 5): The graph shows firm only.
But the doted line includes MOUs.
Quoting astuteman (Reply 6): The NEO could well be one of the finest bits of decision-making that Airbus have ever done, IMO.
The gift that keeps on giving. It's quite remarkable, really... I had the impression sales had tapered off a little over the past six months or so, yet the chart doesn't reflect such.
Quoting RubberJungle (Reply 8): If you look carefully, Airbus seems to have accidentally given away the identity of the customer...
I took another look at the slides and orders spreadsheets but haven't seen anything, other than their worldwide order spreadsheet suggesting the order is likely to consist of A320s and A321s. Maybe you could point me in the right direction
Quoting FRNT787 (Reply 7): When summer 2011 came around, I had a mighty hard time following the hourly announcements for the neo.
I think everyone did I recall seeing various figures in the media throughout the year and, more often than not, there was no agreement amongst them.
Quoting FRNT787 (Reply 7): I loved this. Should make interesting comparisons when in a few months time, both manufacturers are making the claim.
Thanks. It's interesting to note that while Boeing today claims some 1000+ orders and commitments for the MAX, Airbus had also bagged 1019 orders and commitments at the time in the NEO's life - but a considerable number were firm orders at that point.
Quoting rotating14 (Reply 10): I don't believe AF ordered the NEO, does somebody have any info on when Lufthansa's NEOS were ordered??
Chiad From Norway, joined May 2006, 1221 posts, RR: 0
Reply 16, posted (3 years 1 month 1 week 6 days 6 hours ago) and read 6890 times:
Quoting f4f3a (Reply 14): Very interesting info indeed. As for a new order I would expect U2 to
Order soon maybe 100+ a320 wouldn't be surprised if some were 321
and existing orders converted to shark lets
I have been waiting for this order to come.
IMO a NEO order from Easyjet is as certain as the MAX order from Southwest.
Also the 100? forcast seems likely.
I wonder how many NEO slots Airbus has saved between 2015 and 2018 for strategic customer.
U2380 From United Kingdom, joined Dec 2010, 325 posts, RR: 0
Reply 22, posted (3 years 1 month 1 week 5 days 2 hours ago) and read 5706 times:
Quoting PezySPU (Reply 20): U2 now operate mostly high-density A319s and just a few dozens of A320s
It looks like any future order will be for the A320 (sized) aircraft. I believe they evaluated both the A320 and A321 when they inherited a few of each after the GB Airways take over. They dumped the A321's and ordered more A320's.
Hopefully we'll see some A320NEO's go to U2. Although they'll have to go through Stelios first!