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Boeing74741R
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:30 pm

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?

Sent from my iPhone using Tapatalk


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.
 
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JerseyFlyer
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:36 pm

Given 41 (?) yet to be delivered from EK's firm order backlog. plus another 20 firm from this MoU, that's 61, which at 6 a year is 10 years' production from now. Throw in a few top up orders, and we will see A380 production to 2030 at least.

It will be interesting to see if any product enhancements, such as wing tip treatment, follow this new MoU.
 
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KarelXWB
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:40 pm

JerseyFlyer wrote:
Given 41 (?) yet to be delivered from EK's firm order backlog. plus another 20 firm from this MoU, that's 61, which at 6 a year is 10 years' production from now. Throw in a few top up orders, and we will see A380 production to 2030 at least.


In addition to that, with the latest A380 on order being delivered in 2029, a lease period of 10-12 years and assuming the carrier doesn't go belly up, EK should operate the A380 until 2039-41.
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Revelation
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:52 pm

parapente wrote:
To be fair I dont think it was a 'certain' order at all.Airbus wouldn't have been 'threatening ' closure of the line if it was a slam dunk.

And that EK's threats of needing "iron bottom guarantees" and "massive upgrades" have resulted in a MOU timed to Leahy's last days.

And an offer of a Chinese finishing line has resulted in total silence from the Chinese side.

To be sure it's been a rocky few months for the A380 program.

It sounds like the result is a 'kick the can down the road' agreement.

Still, it's better than nothing.
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seahawk
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:52 pm

But it still is only a order that keeps it on life-support. It is not a breakthrough order that opens the door for a big up-grade or an indication of a changing wind in the industry. It is the result of EK needing the A380 about as much as the A380 needs EK.

I am not sure if it is a positive development for Airbus. Ending the A380 would have taken some weight of their shoulders and opened doors for new projects. The engine decision will be interesting though. Maybe EK can convince one of the OEMs to do another PiP or commit to a NEO engine. But for just 36 frames this seems unrealistic.

Now if the Chinese are interest in an industrial partnership and buy a healthy number (say 50) and if Boeing acts as expected when it comes to the engine of the MoM, there might be a market case for a RR Ultrafan NEO.
Last edited by seahawk on Thu Jan 18, 2018 12:55 pm, edited 1 time in total.
 
TheSonntag
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:53 pm

I do see a market for certain trunk routes also in 20 years from now. If you look at USA-Europe, LH for example alone operates 19 747-800 and 14 A380, as well as still 13 747-400.

While some of that might be able to be replaced by more frequency, I could certainly imagine a demand for replacing the current A380s and 747-800s from around 2025-2035.

For AF it is probably a bit more difficult, but also they have routes where they can fill the A380. Same for BA.

The VLA market will remain a small market compared to other markets, but still...
 
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KarelXWB
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:56 pm

Revelation wrote:
And an offer of a Chinese finishing line has resulted in total silence from the Chinese side.


As pointed out in another thread, discussions have just started and are expected to take months.
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seahawk
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:56 pm

airbazar wrote:
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?

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.

It's all about the pricing and financing. There are used A380's on the market right now and BA isn't exactly jumping on them.


Those are early frames that have a lot of special problems. It is easier to wait 3-5 years until the first good frames become available.
 
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 12:56 pm

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?

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.

It's all about the pricing and financing. There are used A380's on the market right now and BA isn't exactly jumping on them.
 
parapente
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:01 pm

If it hasn't been said I think a huge congrats to Leahy is in order.He leaves with record overall sales for last year and now a guarantee (effectively) that the A380 will live on for many years to come.A great way to finish!
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speedbored
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:03 pm

KarelXWB wrote:
JerseyFlyer wrote:
Given 41 (?) yet to be delivered from EK's firm order backlog. plus another 20 firm from this MoU, that's 61, which at 6 a year is 10 years' production from now. Throw in a few top up orders, and we will see A380 production to 2030 at least.


In addition to that, with the latest A380 on order being delivered in 2029, a lease period of 10-12 years and assuming the carrier doesn't go belly up, EK should operate the A380 until 2039-41.

If Dubai manages to make significant progress on the development of DWC, and if global economies & politics remain reasonably stable (both are admittedly big ifs), EK will require significant numbers of additional A380s before all of this order has been delivered.
 
Waterbomber
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:05 pm

No surprises, great news for the program. It's not a homerun, but definitely a "triple".
What I see happening though is QF taking its 12 deferred units. It's not going to happen this year, but give QF the time to realise that their non-stop twin kangaroo operation is not viable and they'll be knocking on Airbus' doors for a 350-400 seat A380LR+ (low density, with activated center tank and higher MTOW) to fly the route, perhaps in a JV with BA. If QF doesn't do it themselves, perhaps BA will. Or perhaps VS...
Last edited by Waterbomber on Thu Jan 18, 2018 1:14 pm, edited 2 times in total.
 
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KarelXWB
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:05 pm

speedbored wrote:
If Dubai manages to make significant progress on the development of DWC, and if global economies & politics remain reasonably stable (both are admittedly big ifs), EK will require significant numbers of additional A380s before all of this order has been delivered.


True. And frankly, Emirates might require at least another 50 A380s just for replacement.
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SC430
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:09 pm

grbauc wrote:
Has a passenger Im glad.. A380 have made getting good J class seats possible. Has a Aviation fan im stoked, I love the variety and even though she's not the pretty thing the 747 is its nice to see lined up at LAX. Has a Boeing fan im glad because A healthy Airbus is better for the industry.



How does this make for a healthier Airbus. It just guaranteed continued production at a rate the loses money. Every A380 delivered is negative to profitability using cash that could be invested developing profitable models. If I were an Airbus stockholder, I would be angry. As a Boeing stockholder i'm happy Airbus is willing to throw money away just to get a 36 frame order on the books.
 
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Revelation
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:10 pm

KarelXWB wrote:
Revelation wrote:
And an offer of a Chinese finishing line has resulted in total silence from the Chinese side.

As pointed out in another thread, discussions have just started and are expected to take months.

That doesn't change what I wrote. There has been total silence from the Chinese side, not even a "that's interesting" quote in the news.
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mat66
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:12 pm

I totally like it that an almost order for 20+16 could get the A380 program from “shutting down” three days ago to a at least possible neo around 10 years from now. Fascinating., really.
 
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Momo1435
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:13 pm

They really had to come together on this one, even after turning it into such a big soap opera drama this last couple of months. Makes you wonder what they gave each other concerning the demands that had leaked out to the press earlier. Some statements in the press releases make it already clear that they were very carefully chosen. Like being convinced that it will continue into the 2030s instead of just saying that it will continue in the 2030s. That suggests that Airbus in the end didn't gave a solid guarantee on this subject. It will also be interesting to see if there will be a buy-back scheme for the A380s some of this new order will replace. That could have a big influence on the creation of a market for used A380s.
 
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zeke
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:14 pm

Revelation wrote:
That doesn't change what I wrote. There has been total silence from the Chinese side, not even a "that's interesting" quote in the news.


And basically zero was said about the FAL until announced. China basically doesn’t negotiate via the international press, a lot of which is hidden behind the big red firewall.

Good news for Airbus, and good news for the Advance 3 core for RR.
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KarelXWB
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:15 pm

Revelation wrote:
That doesn't change what I wrote. There has been total silence from the Chinese side, not even a "that's interesting" quote in the news.


And?

Apparently, and unlike some European companies, they don't want to discuss business in public. They didn't do so on the A330 outfitting centre, and won't do so on the A380.

For reference, it took more than 12 months to reach an agreement on the A330 cabin outfitting centre.
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SomebodyInTLS
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:17 pm

Well, that's my expectation vindicated then.

I also think that we've just seen the low point in A380 sales - those airlines that wanted it around launch have bought it and most of them aren't up for renewal yet. Having secured the "guaranteed" production, it removes doubt for those starting to look at replacement *and* for those considering the upcoming second-hand market.

I think the Chinese deal might bear more fruit in a few months as well...

Then a NEO/stretch/whatever will be announced in another few years (before EKs deliveries run out).

This could signal the A380's second lease of life.
Last edited by SomebodyInTLS on Thu Jan 18, 2018 1:19 pm, edited 1 time in total.
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JerseyFlyer
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:17 pm

SC430 wrote:
grbauc wrote:
Has a passenger Im glad.. A380 have made getting good J class seats possible. Has a Aviation fan im stoked, I love the variety and even though she's not the pretty thing the 747 is its nice to see lined up at LAX. Has a Boeing fan im glad because A healthy Airbus is better for the industry.



How does this make for a healthier Airbus. It just guaranteed continued production at a rate the loses money. Every A380 delivered is negative to profitability using cash that could be invested developing profitable models. If I were an Airbus stockholder, I would be angry. As a Boeing stockholder i'm happy Airbus is willing to throw money away just to get a 36 frame order on the books.


It's about strategic positioning.

Airbus has ensured the A380 production line will be active beyond the point that new technology will become available to enable a A380neo / stretch, if there is market demand for such at that time. The cost incurred by low production rates in the meantime is judged acceptable to create that strategic opportunity.
 
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Aviaphile
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:19 pm

Wonderful news! And for the existing A380, too. EK were making it a condition that Airbus improve on the A380 in return for continuing to support the programme. I wonder if there were any riders to the contract that Airbus must look at a NEO version or even a stretch?

In any event, a great start to 2018, from a passenger point of view, that the most comfortable aircraft in the sky still has a future. Hope to see additional/top up orders following suit.
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:20 pm

mat66 wrote:
I totally like it that an almost order for 20+16 could get the A380 program from “shutting down” three days ago to a at least possible neo around 10 years from now. Fascinating., really.

It's not clear what we have here. We haven't heard any news of any "massive upgrades" but then again it's not yet a signed order either. Same can be said for "copper bottom guarantees", which may or may not be part of the MOU. Keeping the line ticking along would seem to be a pre-condition for a NEO and it's likely we do have that, but if we know one thing we know that the aviation business changes rapidly. In a decade's time a NEO might be a no-brainer or it might be a ridiculous idea. Time will tell.
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dtw2hyd
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:22 pm

Revelation wrote:
...It sounds like the result is a 'kick the can down the road' agreement..


With 1% payment. I will believe when I see these get delivered.
 
mjoelnir
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:22 pm

mat66 wrote:
I totally like it that an almost order for 20+16 could get the A380 program from “shutting down” three days ago to a at least possible neo around 10 years from now. Fascinating., really.


Because even if the A380 program would have been shut down, it would have taken quite a few years. There were 49 safe orders left to be delivered. With deliveries 12 in 2018, 9 in 2019 and 6 on wards, the line could have closed not before the middle of the year 2024. An order of 20 frames replaces orders removed from the backlog in 2018 and 2019.
We will see more orders from Emirates and it is at least possible that some other airline puts in an order too.
We do know what frame will replace A380 at Emirates, new A380 not 777-9.
 
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casinterest
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:23 pm

I wonder if this will open up some other orders from customers that have been on the fence about the A380's future.
It seems consistent that a lot of orders were shelved while the rumors ran rampant. Perhaps Singapore will order more or Qantas?
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toxtethogrady
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:23 pm

So are these enough frames to keep the line running? I'm not sure. At current rates, it's another 2-3 years, but they really need a Chinese order to make the airplane more sustainable.
 
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speedbored
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:23 pm

Revelation wrote:
KarelXWB wrote:
Revelation wrote:
And an offer of a Chinese finishing line has resulted in total silence from the Chinese side.

As pointed out in another thread, discussions have just started and are expected to take months.

That doesn't change what I wrote. There has been total silence from the Chinese side, not even a "that's interesting" quote in the news.

Might have been better to say "total public silence from the Chinese".

I'm sure there is a whole load of chatter going on behind the scenes. As others have already said, China doesn't feel the need to make regular public announcements on things, preferring to keep things under wraps until and unless all of the details have been agreed.
 
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SomebodyInTLS
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:24 pm

SC430 wrote:
How does this make for a healthier Airbus. It just guaranteed continued production at a rate the loses money. Every A380 delivered is negative to profitability using cash that could be invested developing profitable models. If I were an Airbus stockholder, I would be angry. As a Boeing stockholder i'm happy Airbus is willing to throw money away just to get a 36 frame order on the books.


Airbus stated several times that the low rates they're doing now "don't incur material losses". But support and maintenance will obviously still bring in money from those frames over another couple of decades.

And that's before you work out just what a financial mess you'd get by actually *closing* the line!
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frigatebird
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:25 pm

Richard28 wrote:
Will these new aircraft have the new winglets which airbus were pushing with the A380 plus version?

No, not very likely. According to the FG analysis: "While Airbus has been studying an enhanced version of the A380 – which it designated the A380plus – there is no immediate indication that Emirates intends to acquire this model. The airline's discussions at the Dubai air show had centred on the current version of the double-deck jet."

EK413 wrote:
This will most certainly keep the program alive until Airbus finally push forward with the Neo program.

EK413


I hope Airbus won't limit the upgrade to just new engines and a few tweaks like winglets.

parapente wrote:
To be fair I dont think it was a 'certain' order at all.Airbus wouldn't have been 'threatening ' closure of the line if it was a slam dunk.


Agreed, things didn't sound too promising.

na wrote:
Surely great news for (almost;-) all aviation fans.

:checkmark:

Mortyman wrote:
Great news ! So what are the chances that British Airways, Air France, Lufthansa and Singapore Airlines put in an order for 10 new each ... ? None ?

Well, who knows. But I'm not so sure about top up orders from other airlines, and even Leahy admitted the chances of substantial A380 orders from airlines other than EK was slim. What Airbus needed was an order from EK to bridge the gap to the next A380 replacement cycle for airlines like LH and BA. SQ surely will also want new A380s at one point, don't know if they can wait for a NEO. Not sure if AF will be interested in a NEO, don't think MH, QF or TG will be, all other current A380 operators are question marks. But new operators can also emerge by the time a new A380 will be launched.
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dtw2hyd
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:32 pm

SomebodyInTLS wrote:
.... But support and maintenance will obviously still bring in money from those frames over another couple of decades.


Does this consider the non-existent secondary market condition?

If there is no secondary market and old frames go straight to scrappers after 12 years, there will be a lot of remarketed parts. Less money to supply chain.
 
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BaconButty
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:32 pm

SC430 wrote:
How does this make for a healthier Airbus. It just guaranteed continued production at a rate the loses money. Every A380 delivered is negative to profitability using cash that could be invested developing profitable models. If I were an Airbus stockholder, I would be angry. As a Boeing stockholder i'm happy Airbus is willing to throw money away just to get a 36 frame order on the books.

How do you know it costs money? I get that delivering existing orders may have been predicated on a higher production rates. But the new order will have been made with eyes wide open.
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DWC
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:35 pm

Well, I am glad to see that members' analysis in favour of the order both from a purely commercial perspective & from a Game Theory perspective were fundamentally right as validated by this news. EK just cannot do without the A380, the 777X just are not credible replacements.

I also surmised elsewhere that JL would not leave without a landmark deal, specially that it is he & Jean Pierson who talked Airbus into the A380 adventure, so there was an added personal commitment to a programme he officially strongly believed in. Besides, him leaving with his cherished programme in limbo would have been a stain in his career & a certain failure history would have retained against him and Airbus.

To say nothing of the monumental stupidy to all of commercial aviation & aviation strategy of cancelling the whole programme so soon, as some here foolishly advocated ignoring the cost to the planet, to Airbus, to EK and - in short, to the future.

The Chinese deal will probably fall through at some point, because it also makes economic & strategic sense for China & Asia. In the 2040s or so a new VLA will be needed, market will have triplicated by 2048, airports & NBs just cannot be multiplied indefinitedly & I dare say China by then will be a credible OEM & best placed to conceive & produce it, they are now in bed with the Russians for the CR929, they'll probably have learnt enough by then to go solo & a A380 fitting facility in China can only help them grasp further "savoir-faire" or know-how. 好极了 ! ;)
Last edited by DWC on Thu Jan 18, 2018 1:47 pm, edited 2 times in total.
 
mat66
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:40 pm

Revelation wrote:
In a decade's time a NEO might be a no-brainer or it might be a ridiculous idea. Time will tell.


Very well said. That is exactly my thinking, too.
 
marcelh
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:47 pm

SC430 wrote:
grbauc wrote:
Has a passenger Im glad.. A380 have made getting good J class seats possible. Has a Aviation fan im stoked, I love the variety and even though she's not the pretty thing the 747 is its nice to see lined up at LAX. Has a Boeing fan im glad because A healthy Airbus is better for the industry.



How does this make for a healthier Airbus. It just guaranteed continued production at a rate the loses money. Every A380 delivered is negative to profitability using cash that could be invested developing profitable models. If I were an Airbus stockholder, I would be angry. As a Boeing stockholder i'm happy Airbus is willing to throw money away just to get a 36 frame order on the books.


Funny statement. Does "deferred costs" ring a bell?
 
CFRPwingALbody
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:51 pm

Congratz to Airbus and Emirates on finally signing this MoU. Nice addition to the list of orders closed by Leahy for Airbus.
But coming to closure on this one, can only be classified as a public mud fight.

AFAIK A380 MSN001 - MSN025 (with exception of MSN023, and 18&24 weren't build) have the wiring problem. Lets call those the WWTT (Wrong Wired 22). (Two have already been send to musea MSN002 & MSN004)
AFAIK Emirates leases eight (8) of these WWTTs, they are the only once with EA7200 engines. SIA decommissioned A380 (MSN003) is also a WWTT, SIA leases eight (8) of them with RR engines. Qantas also has three, with RR.
SIA has orders to replace five of the eight WWTTs. Qantas has more orders than WWTTs to replace, but will most likely not take them all.
I expect that Emirates might order the replacements for their eight WWTTs with this MoU.

I'm really curious what Airbus is planning to do with the WWTTs !?!
This might be the second crucial point to tackle for Airbus to garante the existence of the A380 program.

Do more people share the thought that Toulouse A380 FAL might already be running at rate 6/year?
Emirates delayed delivery of several A380's last year. So the 12 in 2018 and 9 in 2019 most likely already require a FAL production rate of 6/year.

Edited to add: Airbus has blocked with this order any chance for the development of a clean sheet 12-18 abreast aircraft. And the A380 will keep price pressure from the top on the 777x. Very effective if you ask me.
Last edited by CFRPwingALbody on Thu Jan 18, 2018 1:56 pm, edited 1 time in total.
 
JayBCNLON
Posts: 318
Joined: Thu Aug 15, 2013 1:13 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:55 pm

Congratulations Airbus :) so happy to see my favorite airliner to be thriving. I am now looking forward to orders from LH, SQ, AF, BA/IB, TK, CH4 and US3 taking some of the used ones :).
 
ACYYZA345
Posts: 21
Joined: Wed Jun 21, 2017 1:52 am

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:55 pm

gokmengs wrote:
I’m happy as well for the order. Its a great plane to fly on as a passenger, as an aviation fan its a thrill unless you are a fanatic of either A or in this case B, its great variety. I also happen to think A380
Is the most unfortunate timed and most misused aircraft. It has a place in aviation, and it can thrive with few more orders and an upgrade. Congrats to Airbus, EK and us aviation geeks:)


Sent from my iPhone using Tapatalk


Well said! I too am thrilled about the news of the latest Emirates A380 order! The A380 is an excellent aircraft from a passenger’s point of view... quiet (especially on the upper deck)... spacious... 3-4-3 on the A380 is much better than on the 777.
 
JayBCNLON
Posts: 318
Joined: Thu Aug 15, 2013 1:13 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:56 pm

Congratulations Airbus :) so happy to see my favorite airliner to be thriving. I am now looking forward to orders from LH, SQ, AF, BA/IB, TK, CH4 and US3 taking some of the used ones :).
 
holzmann
Posts: 599
Joined: Mon Jan 17, 2011 3:43 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:56 pm

So what is the total backlog now? This order for 20-36 more examples buys say at least another 6 years of manufacturing? By then, Boeing will announce MOM/NSA as well as the engine manufacturer for said aircraft. I wonder if such engines could also NEO the A380 along with an overall diet, sharklets, and perhaps a wing that is more tailored to the -800 and not the -900? I still don't foresee massive demand for a stretch.
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GlenP
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 1:56 pm

Excellent news; and, yes I did see Simon Calder writing the A380 off the other day.

Just a shame I'm not flying anywhere I can book flights on the thing, lately. Just have to go on admiring it on the ground.
Ubique Quo Fas et Gloria Ducunt
 
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SomebodyInTLS
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:03 pm

dtw2hyd wrote:
SomebodyInTLS wrote:
.... But support and maintenance will obviously still bring in money from those frames over another couple of decades.


Does this consider the non-existent secondary market condition?

If there is no secondary market and old frames go straight to scrappers after 12 years, there will be a lot of remarketed parts. Less money to supply chain.


With continued production for more than a decade, why assume the secondary market never appears?!
"As with most things related to aircraft design, it's all about the trade-offs and much more nuanced than A.net likes to make out."
 
holzmann
Posts: 599
Joined: Mon Jan 17, 2011 3:43 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:08 pm

BTW, for those of you who are grabbing the Kleenex in ecstasy over this, be careful next time you accuse Boeing of being too dependable on one client (777X and Emirates). A message to fans in either camp: one customer does not a successful program make. The A380 is neither "saved" nor is the B7779X yet a successful, profitable program.
DISCLAIMER: Airliners.net is an AIRBUS forum. Boeing Commercial Airplanes, if it has considered doing so in the past, should in no way consider supporting this website.
 
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AI126
Posts: 83
Joined: Thu Nov 17, 2016 2:03 am

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:10 pm

Great news for Airbus, EK, and us passengers. Looking forward to seeing her in the skies for the foreseeable future!
 
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william
Posts: 3221
Joined: Thu Jun 10, 1999 1:31 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:11 pm

keesje wrote:
No surprise.

Image


+1

Just a lot of public drama for 26 planes.
 
CFRPwingALbody
Posts: 314
Joined: Thu Oct 19, 2017 8:13 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:12 pm

AFAIK: A380 Backlog: (from Airbus O&D Dec. 2017)
Emirates 41x (+ 20-36)
Singapore (SIA) 3x
ANA 3x
QATAR 1x

Virgin Atlantic 6x (undefined delayed)
Qantas 8x (unlilely to be taken)

Lessors:
Air Accord 3x
AMEDEO 20x

And Undisclosed 10x

So 48 (68-84) very likely orders remaining out of a total of 95 (115-131) open orders.
 
Bricktop
Posts: 1396
Joined: Fri Jan 22, 2016 11:04 am

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:14 pm

marcelh wrote:
Funny statement. Does "deferred costs" ring a bell?

Can we please stop with this red herring? Everyone and his Bruder knows all about Boeing's accounting methods.
It's fully disclosed. In black and white. It's not like it's behind the curtain, is it? One may agree or disagree with
accounting theory application and methodology, but no-one really cares except certain a.netters who like to keep
bringing it up like some magic sword to wave whenever anyone says anything positive about Boeing or negative about Airbus.
BA investors don't seem to care do they? Their stock is at an ALL TIME HIGH.

Can't we just be happy that the A380 program is continuing and the possibility of new variants now exists?
 
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aemoreira1981
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Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:20 pm

I have to wonder now if Chinese carriers will be used in older A380s for domestic trunk routes as well as to LHR or FRA, freeing up smaller wide-bodies to do long-haul (especially the Big 3---Air China, China Southern - already has a sub-fleet, and China Eastern).
 
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GE90man
Posts: 216
Joined: Fri Nov 04, 2016 9:10 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:20 pm

Yes! Great news! Hope to see more A380s in other colors in the near future
 
Strato2
Posts: 482
Joined: Sat Sep 24, 2016 3:52 pm

Re: Emirates signs a commitment for 36 additional A380's

Thu Jan 18, 2018 2:32 pm

Fantastic news for the flying public, Emirates and Airbus! Also the reaction of certain posters did not disappoint. :mrgreen: Gotta love that this will make few heads explode also in the blogosphere. :hyper:
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