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breiz
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Airbus New Year Press Conference 2012

Sat Jan 14, 2012 9:54 pm

Please note that Airbus and EADS plan a live webcast on Tuesday January 17th at 09:30 am UTC.
Airbus and EADS' achievements in 2011 and strategies and prospects for 2012 are on the menu.
Maybe the replacement of EADS' Gallois by Airbus' Enders will be mentioned.
 
queb
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RE: Airbus New Year Press Conference 2012

Sun Jan 15, 2012 1:14 pm

 
ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 8:13 am

Less than 90 mins to go! I wonder what surprises will be in there?
 
scouseflyer
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 8:39 am

Quoting ebbuk (Reply 2):
Less than 90 mins to go! I wonder what surprises will be in there?

Likely:

a bunch of A320neo firmings

Outside bets:

Firming of Transaero A380 order.

What it guarenteed is that Airbus will win the order race for 2011 and maybe the delivery race too
 
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 8:52 am

Quoting scouseflyer (Reply 3):
Firming of Transaero A380 order.

They still have to confirm the Hong Kong Airlines order. It was confirmed by Hong Kong Airlines but not yet by Airbus. So my strong feeling is that they will announce it today during that press conference.

I am very happy that the slow-news-times are over and we finally see some "action" again.  
 
flood
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 8:57 am

Quoting scouseflyer (Reply 3):
a bunch of A320neo firmings

Agreed. Some fresh orders would be a bonus as well. Wasn't the Virgin order announced at their new year press conference last year?

Quoting scouseflyer (Reply 3):
What it guarenteed is that Airbus will win the order race for 2011 and maybe the delivery race too

I believe the delivery race was already decided in Airbus' favor, albeit not officially.
http://www.bloomberg.com/news/2012-0...-dreamliner-747-8-amid-delays.html

Quoting N14AZ (Reply 4):
I am very happy that the slow-news-times are over and we finally see some "action" again.

Same here... it's been a little too quiet for my liking  
 
Someone83
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 9:59 am

534 deliveries in 2011 and 1419 net orders!
 
chiad
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:02 am

Quoting someone83 (Reply 6):
534 deliveries in 2011 and 1419 net orders!

Nice!
I think he said 1227 NEO's?
 
ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:03 am

AA neo order not included in 2011 numbers. airbus being conservative. they are confident to put them on the books after ch11.

Sound business sense.
 
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:04 am

CEO Enders "serious problems" with the A 350? Did I understand that correctly?
 
Someone83
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:08 am

Quoting N14AZ (Reply 9):

CEO Enders "serious problems" with the A 350? Did I understand that correctly?

I didn't understand in that way. But they said they learned from the A380 program not to rush a half ready aircrafts through FAL.......he could just as well mentioned the 787 also :p
 
ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:08 am

Quoting N14AZ (Reply 9):
CEO Enders "serious problems" with the A 350? Did I understand that correctly?

No. He said they've learned from the A380 of the serious problems putting incomplete planes through the production. they won't do that with the A350.

Additionally he states that the airlines are playing tactically with Airbus with regards the 350-1000.
 
Someone83
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:10 am

Expects around 570 deliveries in 2012

Expects around 600 orders in 2012, which they say is healthy lookking at their planned production and order back log

[Edited 2012-01-17 02:12:01]
 
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:13 am

Quoting someone83 (Reply 10):
I didn't understand in that way. But they said they learned from the A380 program not to rush a half ready aircrafts through FAL.......he could just as well mentioned the 787 also :p
Quoting ebbuk (Reply 11):
No. He said they've learned from the A380 of the serious problems putting incomplete planes through the production. they won't do that with the A350.

Ahh, thanks for the clarification. I cannot turn on the speakers of my laptop as I would have to do in order to understand it properly.

Quoting flood (Reply 5):
Same here... it's been a little too quiet for my liking

  
 
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:17 am

Leahy having problems with the remote control of the beamer, saying "it's like building an A 380"  
 
scouseflyer
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:19 am

Quoting someone83 (Reply 6):
534 deliveries in 2011 and 1419 net orders!

We can all argue about the sustainability of the order numbers but 534 is a vey impressive number of deliveries!
 
Jack
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:19 am

was that 1608 gross and 1419 net ? If so another 46 cancellations in December.
 
flood
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:20 am

Quoting N14AZ (Reply 14):
Leahy having problems with the remote control of the beamer, saying "it's like building an A 380"

That was great   

If I'm not mistaken, I believe he also mentioned the Republic order (NEO) was firm after his brief of the AA order status.
 
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:22 am

Sharklet for the A 330 being investigated

[Edited 2012-01-17 02:27:23]
 
imiakhtar
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:23 am

Wow. The A330 just keeps getting better. MTOW of 240t and potentially a sharklet refit!
Whatever happened to Leon Trotsky?
 
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InsideMan
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:23 am

Quoting N14AZ (Reply 18):

being investigated, not planned!
 
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:25 am

Quoting InsideMan (Reply 20):
being investigated, not planned!

That's correct, I just edited my contribution. However, if he is mentioning it "being investigated" I think it has very good chances to become a reality, if it's just a feasibility study, he wouldn't mention it. Just my 2 cents.
 
ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:47 am

Numbers I could glean from JL

1419 Net orders, a record for the industry

In total net orders for B and A, JL and his team secured 64%

In total net revenue for B and A, JL and his team banked 56%.

Says the NEO 1226 orders tally is an industry record for a new programme in it's first year; all helped by Boeing. We knew that all along. He did go on to say that he thinks it will remain dominant in the sector as it is a stronger product than the re-engined 737 and that the customers have been showing that.

JL conceded that the 777 is a good aircraft and that A don't have a product to match it right now. But that when the A350 is built, he believes it will dominate. He did say that the A340 would dominate too all that time ago so let's wait and see.

A330 has sold more units since the launch of the 787. According to JL B had said that the 787 would kill 330 sales. They intend to keep it going. Looking at increasing take off weight to 240t and looking at sharklets for the beauty of the skies. There is nothing that can match it on the 5 to 6 hr routes.

Bravo to Airbus. Sterling stunning numbers.

[Edited 2012-01-17 03:16:39]
 
imiakhtar
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 11:10 am

Quoting ebbuk (Reply 22):
Numbers I could glean from JL

1419 Net orders, a record for the industry

In total net orders for B and A, JL and his team secured 64%

In total net revenue for B and A, JL and his team banked 56%.

Says the NEO 1226 orders tally is an industry record for a new programme in it's first year; all helped by Boeing. We knew that all along. He did go on to say that he thinks it will remain dominant in the sector as it is a stronger product than the re-engined 737 and that the customers have been showing that.

JL conceded that the 777 is a good aircraft and that A don't have a product to match it right now. But that when the A350 is built, he believes it will dominate. He did say that the A340 would dominate too all that time ago so let's wait and see.

A330 has sold more units since the launch of the 787. JL said that B said that the 787 would kill 330 sales. They intend to keep it going. Looking at increasing take off weight to 240t and looking at sharklets for the beauty of the skies.

Bravo to Airbus. Sterling stunning numbers.

Good summary. Just to add on the A330 front, Airbus intends to ramp up production from around 7/month at the moment to 10/month and the A320 and A380 increasing to 42/month and 3/month respectively.

For an idea of current production rates:

The 534 deliveries beat the previous record set in 2010 by 24 aircraft. Deliveries include a new record for 421 single aisle aircraft (401 in 2010), 87 A330 Family (87 in 2010) and 26 A380s (18 in 2010). December was a record month for the A380, with four deliveries in a single month.

http://www.airbus.com/newsevents/new...record-order-and-delivery-numbers/
Whatever happened to Leon Trotsky?
 
chiad
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 11:41 am

Quote:
Net commercial orders include 19 for the A380, 52 A330/A350 XWB Family aircraft, and 1,348 A320 Family aircraft. Of these, the A320neo won 1,226 firm sales confirming its title as the “the fastest selling airliner ever”. Overall, the backlog is 4,437 aircraft valued at over US$588 billion at list prices, or equalling 7-8 years production.

The year for the A320, especially the NEO, was unbelievable.
The "widebody division" did also good, but still a long shot from Boeing's widebody sales performance.
That being said 2010 showed that Airbus won the widebody sales by a healthy margin.
 
travelavnut
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 11:57 am

Good to see one of my favourite companies is doing so well  Congrats to Airbus for an incredible 2011!

Quoting imiakhtar (Reply 19):

Wow. The A330 just keeps getting better. MTOW of 240t and potentially a sharklet refit!

Is that 240t MTOW a planned further increase of the current MTOW? And sharklets? Bring it on!  
Live From Amsterdam!
 
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Heavierthanair
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:03 pm

G´day

Quoting travelavnut (Reply 25):
that 240t MTOW a planned further increase of the current MTOW?

Presumably that 2 ton MTOW increase would compensate for the added weight of the sharklets and wing reinforcements required.

Any guess on what increase in range that will result in?


Cheers

Peter
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col
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:26 pm

I have just looked at the numbers and without the neo the numbers don't look good. Are my numbers correct?
A320 non neo...only 122 sold
A330/A350 only 52
A380 19, is OK, but we need more of the beasts out and about.

These are not impressive, am I missing something?
 
imiakhtar
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:35 pm

Quoting Heavierthanair (Reply 26):
Presumably that 2 ton MTOW increase would compensate for the added weight of the sharklets and wing reinforcements required.

I agree with that line of thought (for reference the 767-300ER winglet kit is 1500kg).


Quoting Heavierthanair (Reply 26):
Any guess on what increase in range that will result in?

The sharklets for the A320 are on track for a 4% fuel saving. Again, taking the winglet fuel savings boeing has achieved into account, for longer stage lengths, I would expect a fuel saving between 4-6% and around 400nm more range!  Wow!
Whatever happened to Leon Trotsky?
 
travelavnut
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:35 pm

Quoting col (Reply 27):
I have just looked at the numbers and without the neo the numbers don't look good. Are my numbers correct?
A320 non neo...only 122 sold
A330/A350 only 52
A380 19, is OK, but we need more of the beasts out and about.

These are not impressive, am I missing something?

Well, euhm, why would you subtract the NEO numbers? They are sales just like the other right?

[Edited 2012-01-17 04:38:13]
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ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:47 pm

Quoting col (Reply 27):

No you are right. Without the NEO the numbers are low. Would they have been this low without the neo? I don't think so. There can't too many slots left for the ceo (current engine option) ,as JL called it, before neo EIS. Airbus's widebody offerings are only the A330 and A380. As JL himself admitted the sales bonanza of the NEO was helped by B's dithering over the MAX. And equally if a customer is looking for a widebody right now, the 777 is the only plane out there.

I do recall JL saying that in the coming years, Airbus share of orders may fall to as low as 40%. And this would be I guess simply because he hasn't a plane to sell right now in every sector. And this may play out in the orders tally at the 2013 conference.
 
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frigatebird
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:50 pm

Quoting ebbuk (Reply 11):
Additionally he states that the airlines are playing tactically with Airbus with regards the 350-1000.

That's the best euphemism I've heard to describe EY's 6 cancellations  
Quoting col (Reply 27):
A320 non neo...only 122 sold

A lot, if not everything has to do with availability. If the NEO hadn't been launched, it most likely would have had at least as many orders as the 737 this year.

Quoting col (Reply 27):
A330/A350 only 52A380 19, is OK, but we need more of the beasts out and about.

In comparison with the 777 sales it's not that good, but in these times of crisis not too bad either. I feel the A330 is starting to get affected by the 787 from now.
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N14AZ
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 12:55 pm

Quoting col (Reply 27):
A380 19, is OK, but we need more of the beasts out and about.

They sold 29 A 380s but had to "digest" 10 cancellations (ILFC). If you present it that way it sounds a little bit better.  

Since they also predict 30 A 380-orders for 2012 it seems to me as if this is their target value. I am not 100%-sure how this fits to their market forecast, will try to compare this tonight.
 
chiad
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 1:02 pm

Quoting col (Reply 27):
I have just looked at the numbers and without the neo the numbers don't look good. Are my numbers correct?
A320 non neo...only 122 sold

Oh please. You cannot separate the NEO from the classic A320 as they are build on the same line. The Classic's backlog of some 2100 frames will last well after the EIS of the NEO (2015). Combined the backlog will be some 3300+ frames.

Quoting col (Reply 27):
A330/A350 only 52

The A350's year was not good. 41 cancellations spurned by delays of an order-book of almost 600 frames.
But the A330 had an good year with 85 net orders. It cannot compare to 2010, but the backlog rested steadily of some 350 frames.

Quoting col (Reply 27):
A380 19, is OK, but we need more of the beasts out and about.

Well .. the A380 is what it is. Ramp up is slow, but with 26 deliveries and backlog of almost 190 frames it was not that bad IMHO.
 
queb
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 1:27 pm

Quoting Heavierthanair (Reply 26):
Presumably that 2 ton MTOW increase would compensate for the added weight of the sharklets and wing reinforcements required.

Not sure, the A330 already have winglets and his wing is designed to support up to 275 tonnes (A340-200/300).
 
ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 1:36 pm

Quoting frigatebird (Reply 31):
Quoting ebbuk (Reply 11):
Additionally he states that the airlines are playing tactically with Airbus with regards the 350-1000.

That's the best euphemism I've heard to describe EY's 6 cancellations

considering EY still has 19 of the 351's on order, we can safely say this realignment of fleet rather than full on dismay, tactic or otherwise.

As Enders said, they are designing the plane for 20yr life. It may mean some sacrifice in the short term but they won't back down.
JL stated that he's in talks with 3 airlines about the 350-1000 and the sticking point is early delivery slots which he just doesn't have.
 
india1
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 1:42 pm

Quoting frigatebird (Reply 31):
That's the best euphemism I've heard to describe EY's 6 cancellations
Quoting ebbuk (Reply 35):
considering EY still has 19 of the 351's on order, we can safely say this realignment of fleet rather than full on dismay, tactic or otherwise.

Could the recent, new EY 787 order have anything to do with this?
 
Flyglobal
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 1:42 pm

Quoting col (Reply 27):
I have just looked at the numbers and without the neo the numbers don't look good. Are my numbers correct?
A320 non neo...only 122 sold
............

These are not impressive, am I missing something?

Obviously you may miss something, as there is no reason to subtract wildely some numbers and then claim some poor performance out of that.

Same as I wouldn't come to the idea to subtract 777-300 ER out of the outstanding 777 performance and claim 777 'thers' poor performance others then 777-300ER? would it make sense?

A320 OEO needs to complete remaining oeo production slots only and obviously no one will order OEOs when NEOs are available. Any surprise?

regards

Flyglobal
 
astuteman
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 2:20 pm

Quoting col (Reply 27):
A320 non neo...only 122 sold
A330/A350 only 52
A380 19, is OK, but we need more of the beasts out and about.

These are not impressive, am I missing something?

As others have mentioned….

A320 non NEO – by my reckoning there could be as few as 250 – 300 slots left for non NEO A320’s between now and the end of 2018, with the bulk of those being for 2106 and 2017 delivery. And that assumes deliveries rising from this year’s 420 to 500 by the end of 2014
I’d expect net orders to drop away in consequence.

As an aside, because the 737MAX will be up to 2 years later to the market, there could as a minimum be 1000 – 1200 slots available for the 737NG. I’m therefore expecting the 737NG to outsell the A320 non NEO from now on.
But in contrast, I don’t think the 737MAX will catch the A320NEO up, certainly in the short term, if for no other reason than doing so implies a backlog 2 years further out than the NEO.
And I can’t see a justification for that happening.

A330 – 85 net orders at least pretty much matches deliveries, and keeps the backlog at 350. It’s still done WAY better than the A350 and 787 over the last 3 years.

However, from the comments about the increase in MTOW, and addition of sharklets, I infer a) an ongoing commitment to the A330, and b) something more needs to be done to allow it to continue to sell in the required numbers

2t extra MTOW and sharklets should endow an A330-200 with about 7 600Nm range with 250 pax – allowing about 2.5% net for the sharklets.
Which, curiously, is almost exactly the spec range/payload for 787-8.
That might not be a coincidence…

A350 – a bad year, with a net loss of orders.
But once again, a perfect illustration of the effect of a delay, and especially any uncertainty surrounding one, has on the order stream
(the 787 is still at -50 over the last 3 years and only +43 over the last 4, despite the recent orders)
Like the 787, the A350 order stream WILL return.

A380? Again, that’s a function in my mind of the slow ramp up. They actually “sold” 29, but obviously ILFC’s cancellation comes into play.
If they hit the predicted 30 sales in 2012, that will match output, and I reckon will be a good result.

Rgds
 
Scipio
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 4:15 pm

Quoting astuteman (Reply 38):
2t extra MTOW and sharklets should endow an A330-200 with about 7 600Nm range with 250 pax – allowing about 2.5% net for the sharklets.

Quite remarkable how far the A330 has come. If your projection is right, it would mean that the A330-200's range will exceed that of all A340-200's and A340-300's (A340-8000 excepted) and be nearly as good as that of the A340-600.

It would be interesting to know what the sharkletted A330's fuel burn delta with the B787 is projected to be.
 
mham001
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 4:45 pm

Quoting ebbuk (Reply 35):
JL stated that he's in talks with 3 airlines about the 350-1000

Only 3? That's not good.

Quoting flyglobal (Reply 37):
Obviously you may miss something, as there is no reason to subtract wildely some numbers and then claim some poor performance out of that.

You could say they are not getting the profits of a widebody and their own numbers seem to show that, 64% of sales but only 56% of revenues. Narrowbodies have become a commodity.
 
redflyer
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 5:37 pm

Quoting mham001 (Reply 40):
You could say they are not getting the profits of a widebody and their own numbers seem to show that, 64% of sales but only 56% of revenues.

Even 56% of revenues is still impressive. And as far as I'm concerned, a sale is a sale. If I had a backlog of several hundred billion dollars, I wouldn't hesitate to brag about it. However, there is suddenly appearing on the horizon a scent, just a scent, of Airbus being at risk of evolving into a one-trick pony. But that would only happen if the A350 takes a trouncing in the market and Boeing continues to capitalize in the widebody arena while maintaining rough parity in the narrowbody arena. Time will only tell.
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mffoda
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 6:27 pm

Quoting redflyer (Reply 41):
Quoting mham001 (Reply 40):
You could say they are not getting the profits of a widebody and their own numbers seem to show that, 64% of sales but only 56% of revenues.

Even 56% of revenues is still impressive.

That was 56% of Gross sales. Net sales = 54%
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ferpe
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 6:30 pm

Quoting Scipio (Reply 39):
It would be interesting to know what the sharkletted A330's fuel burn delta with the B787 is projected to be.

We ran some numbers over at TechOps, before the sharklet upgrade of the winglets it was somewhere around 12-13% better fuel burn at longhaul legs (10 hour trips). If the sharklets go forward it might shrink to closer to 10% but then the 788 does not stand still either.

The figures is for a 788 which has reached mature weights ie after LN90 and with engines which has reached within 1% of spec (and its our collective best understanding using PianoX etc. B is not helping with any hard facts like a payload-range diagram or usable empty weight figures   ). It is without the typical incremental improvements that B does year on year however, expect these to give the 788 some better mileage, they will have the 789 to waterfall technology from. We will see   .

[Edited 2012-01-17 10:34:22]
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ebbuk
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 6:31 pm

Quoting mham001 (Reply 40):
Quoting ebbuk (Reply 35):
JL stated that he's in talks with 3 airlines about the 350-1000

Only 3? That's not good.

Shocking. That JL and his team don't do very much do they?  
Quoting redflyer (Reply 41):
However, there is suddenly appearing on the horizon a scent, just a scent, of Airbus being at risk of evolving into a one-trick pony. But that would only happen if the A350 takes a trouncing in the market

Indeed, they better get the 350 right otherwise, bust. 359 is done deal. The other two........?
 
mham001
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 7:10 pm

Quoting ebbuk (Reply 44):
Shocking. That JL and his team don't do very much do they?

I am slightly shocked that there is not more interest.
IIRC, JL used to brag about more interest than that in the A380.
 
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zeke
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:30 pm

I did not see this in the press conferance, talk about opening up a FAL in the USA. I assume that this article in Business week would have come from the same event ....

"The European planemaker, which has final assembly lines in Toulouse, France, and Hamburg, Germany, as well as Tianjin, China, may find that adding a similar operation in the U.S. increases visibility with potential clients, Hans Peter Ring, chief financial officer of Airbus parent European Aeronautic, Defence & Space Co., said today in an interview."


from http://www.businessweek.com/news/201...e-in-u-s-to-lift-local-appeal.html
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redflyer
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RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:41 pm

Quoting zeke (Reply 46):
I did not see this in the press conferance, talk about opening up a FAL in the USA. I assume that this article in Business week would have come from the same event ....

I don't believe this was in the PC. It appears to be an idea that was put out there by an exec during an after-the-conference interview. There is nothing definitive about it and appears to be just a discussion. But on that note, if Airbus did open a FAL in the U.S., it would probably be more for keeping up with production rate increases. I don't think there are too many execs out there in the U.S. that would care where the plane was manufactured as long as the economics of purchasing it were better than anything offered by the competition. And in that regard, the exec's comments sound kind of boorish and out of touch with reality. The U.S. is the largest purchaser of Airbus planes (in fact, EA saved Airbus when they were on the ropes in the 1970's and mere weeks away from shutting down). Why is there a concern in the executive suite at Airbus that they are at a disadvantage because the product is not assembled in the U.S.?
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BMI727
Posts: 11173
Joined: Mon Feb 02, 2009 9:29 pm

RE: Airbus New Year Press Conference 2012

Tue Jan 17, 2012 10:58 pm

Quoting ebbuk (Reply 8):
AA neo order not included in 2011 numbers. airbus being conservative. they are confident to put them on the books after ch11.

Sound business sense.

Yes, but I find it very hard to believe that Airbus did not see it coming when they made the deal. I highly doubt that the AA bankruptcy will have any effect on the order.

Had Airbus needed that order to win the year's order race, would they have been as conservative? Who knows.

Quoting ebbuk (Reply 22):
JL conceded that the 777 is a good aircraft and that A don't have a product to match it right now. But that when the A350 is built, he believes it will dominate.

He's probably right on that count.

Quoting ebbuk (Reply 22):
He did say that the A340 would dominate too all that time ago so let's wait and see.

It did for a brief while. There aren't any major shakeups like ETOPS was around the corner now.

Quoting ebbuk (Reply 22):
According to JL B had said that the 787 would kill 330 sales

Orders for a new plane don't kill sales, it's the deliveries that do.

Quoting zeke (Reply 46):
may find that adding a similar operation in the U.S. increases visibility with potential clients

That sounds a bit ridiculous. Who hasn't heard of Airbus by now and there are no issues with service and support around the world either. I think doing that would be either because of playing to the "made in America" factor (airlines' margins are too tight to care about crap like that though) or costs, which I think is most likely.
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roseflyer
Posts: 9606
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RE: Airbus New Year Press Conference 2012

Wed Jan 18, 2012 12:31 am

Quoting redflyer (Reply 47):
Why is there a concern in the executive suite at Airbus that they are at a disadvantage because the product is not assembled in the U.S.?

I think they are interested in the biggest airplane customer in the world - The US Government. The US Government is the largest airplane operator in the world by far with the various military branches. Made in America isn't just for political reasons, but is a fundamental requirement to maintain ITAR compliance. The US Export-Import laws are very strict, and commercial airplanes being sold to the military either have to be built on ITAR compliant production lines (P8A line parallel to the 737 or 767 tanker) or go through very expensive overhaul work at a different site.

US military sales are shrinking, but there is still some opportunity. Building in the US is virtually the only option, but even with that Airbus faces some problems because their engineering is still not based in the US. Engineering must also be compliant to the US person requirement. Additionally they will have to get approvals since US Persons working for foreign companies are still considered non-US Persons.

Quoting BMI727 (Reply 48):
Quoting zeke (Reply 46):
may find that adding a similar operation in the U.S. increases visibility with potential clients

That sounds a bit ridiculous. Who hasn't heard of Airbus by now and there are no issues with service and support around the world either. I think doing that would be either because of playing to the "made in America" factor (airlines' margins are too tight to care about crap like that though) or costs, which I think is most likely.

Airlines don't care. The only airline that has any reason to buy American is Alaska Airlines because they use Proudly All Boeing as a marketing slogan, which makes sense since they are based in Seattle, however even they use to buy MD planes.
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