rotating14 wrote:gokmengs wrote:With top up orders from few airlines -which I’m expecting from AF, LH and Especially BA, I wonder if Airbus would commit to a NEO?
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Correction LH and AF are not in the market for more A380s. AF converted its backlog into A350-900s and and LH cancelled its last 3 it had. BA is in the market for more A380s but not new, so no, these airlines are not candidates for top up orders.
I think what this order does do is give Airbus and the engine manufacturers time to develop improvements that could morph into an A380neo with new engines, more range, aero improvements etc. By the early-to-mid-2020's (which I'd have thought is enough time to flesh out said potential improvements), existing A380 operators will probably start to be thinking about what to replace their existing A380's with and hopefully the market will have changed by then to start making VLA such as the A380 a more attractive proposition to more airlines, particularly if growth continues and if more airports become slot constrained.
I'm not saying all of this is definitely going to happen, but you could say it "buys" time to see what becomes of the market over the next 5-10 years, what future projections are like and whether there's a bigger role for the A380 to play, particularly in an "improved" form.
As for BA, I can't help but think part of their stance on wanting used A380's is a ploy to get improved terms from Airbus, plus any used examples would need to be in an acceptable condition for BA. I'll be surprised if they don't add to their A380 fleet any time soon, be it new or used. That third runway at LHR is still some years away.