So with 239 B737's ordered (mostly 737-MAX) and most likely up to 220 A320-NEO's, they show a spectacular growth. The numbers by themselves are incredible. But good for all involved if this order is indeed finalized. .
flood From United States of America, joined Feb 2009, 1310 posts, RR: 1 Reply 6, posted (11 months 4 days 10 hours ago) and read 13995 times:
Quoting LAXintl (Reply 2): I note you started the same thread back then....
Indeed I did. But all initial reports indicated they were looking to possibly purchase "only" additional 100 aircraft. I never anticipated such a potentially large order given the number of 737s they already have coming as well.
flood From United States of America, joined Feb 2009, 1310 posts, RR: 1 Reply 10, posted (11 months 4 days 9 hours ago) and read 13411 times:
Quoting Stitch (Reply 9): Even if EK and Malindo Air placed those orders in 2012, it would still only be around half of what Airbus needed at the end of November to match, much less exceed, Boeing.
Agree, it's completely unrealistic... Boeing has an insurmountable lead.
I do anticipate the Lion Air order to be firmed, however. But there too we don't know what the order would entail. With the 220 figure floating around, I could just as easily see 120 + 100 options in the works. For them to order another 200+ firm aircraft would be incredible, regardless of Malindo... in both a positive and negative sense.
My arithmetic may slightly off but Airbus would need almost need to bag 600 planes to be tied with Boeing.
Back to topic though, with Boeing increasing their assembly rate and Airbuses keeping even, relatively, why would Lion Air jump ship? I doubt A needs to discount the NEO at all if it selling so well. Must be something else.
Stitch From United States of America, joined Jul 2005, 28504 posts, RR: 84 Reply 13, posted (11 months 4 days 7 hours ago) and read 12966 times:
Quoting rotating14 (Reply 12): Back to topic though, with Boeing increasing their assembly rate and Airbuses keeping even, relatively, why would Lion Air jump ship?
Airbus may have better availability for the neo than Boeing for the MAX (EIS is at least a year earlier, so that's some 400-500 extra deliveries) and/or Lion Air just wants to spread things between both OEMs.
sxf24 From United States of America, joined Aug 2007, 1239 posts, RR: 0 Reply 15, posted (11 months 4 days 7 hours ago) and read 12901 times:
I really wonder how Lion Air will finance all of these planes. No bank or lessor is willing to have such significant exposure to one customer. Even an airline as successful as Emirates has to work very hard to find enough financing.
migair54 From Spain, joined Jun 2007, 1411 posts, RR: 0 Reply 16, posted (11 months 4 days 1 hour ago) and read 12462 times:
What I really wonder is if they will find place to "park" all this planes, Jakarta Airport and many other airport in the Area are very busy and i´m not sure if the infrastructure will develop as fast as Lion Air, Wings Air, Citilink, Air Asia and other are developing their networks and fleets....
Anyway, it´s very good news for Airbus and Lion Air.
airboe From San Marino, joined Jan 2011, 40 posts, RR: 0 Reply 17, posted (11 months 4 days 1 hour ago) and read 12395 times:
Quoting Stitch (Reply 13): Airbus may have better availability for the neo than Boeing for the MAX (EIS is at least a year earlier, so that's some 400-500 extra deliveries) and/or Lion Air just wants to spread things between both OEMs
Further has it been reported, that the "sale and lease back rates" for the A321 is a lot more appealing than for the B739, - this could be another reason.
SKAirbus From Norway, joined Oct 2007, 1508 posts, RR: 2 Reply 18, posted (11 months 4 days ago) and read 12130 times:
Seems to be a common strategy.. Ordering from one manufacturer leads to over reliance.. Look at Ryanair now. They have pretty much burnt their bridges with Boeing by being such ****s and have no fall back. DY ordered a large number of NEOs as well as 738s.
Next Flights: LHR-HKG (388-BA), HKG-LHR (388-BA), LGW-TRD (738-DY), TRD-LGW (738-DY)
Roseflyer From United States of America, joined Feb 2004, 9154 posts, RR: 52 Reply 23, posted (11 months 3 days 15 hours ago) and read 7455 times:
It amazes me that an airline with 93 planes can secure financing commitments for over 500 on order. That is a lot of capital. Unless Airbus is willing to take orders without any credit (which is possible), and small deposits, I just simply don't see where the money is coming from. It sounds like an incredibly risky investment to offer this much credit to a company that is only 13 years old and is committed to 500% expansion.
Maybe it is my American mind that makes me see that as unrealistic. We've seen investors jump into Southeast Asia before. I am just amazed creditors are willing to back both Air Asia and Lion Air's 500% expansion plans. Maybe someone more knowledgeable can reflect on if the market is actually growing at that rate or we will end up in a bubble with overcapacity.
If you have never designed an airplane part before, let the real designers do the work!