PARIS (Reuters) - Imminent airline decisions on $10 billion of wide-body plane orders could influence the fate of Airbus’ A330neo even before the recently upgraded jet completes flight trials, industry sources said.
I don't agree with the dark tone (the "fate" of A330 is fine) but the article summarizes the situation pretty well.
Some things it mentions:
• (Of course) HA dropping order for six A338s
• AA reviewing 789 vs A339
• LEVEL considering 8 frames in this segment
• AirAsia upheld its decision to take 68 A339s but "analysts say that could change if it feels too exposed as the dominant buyer"
• IR deal for 28 potentially held up due to US concerns on nuclear treaty
• QF and/or NZ could be the next battle ground
One interesting point:
But keeping A330neo output to a minimum would leave Airbus increasingly dependent on one model, the much newer A350-900, for its position in the wide-body market - mirroring Boeing’s predicament in the Airbus-led narrowbody market.
Is that fair to both parties?
Is Airbus becoming solely dependent on A359 in the wide body market?
Is Boeing becoming solely dependent on 738 in the narrow body market?
If so, is that a big problem, or is it in fact a positive sign that your decisions have created the most popular platform for the market segment?