First this me preface this thread by explaining why I started it. In a thread discussing Tim Clarks comments regarding a potential change to their orders, I became involved in a discussion relating to the 77X and how it will fit within the aviation market. Of course, due to the conversation being perfectly civilized and interesting the thread was immediately locked as it wasn’t quite on topic.
I hope to continue the conversation here. Much of what I will initially post will be a rehash of what was already posted within the now defunct thread, so I am sorry if you have already read that. I would also welcome relevant tangents; such as the potential profitability of an aircraft program and how we judge its success.
Let’s address the “elephant” – The reason I see so much similarity between the A380 and the 77X programs despite them having some key differences such as one being a complete clean sheet design and the other just an update of an old frame, they have a lot in common. And it’s not just that at launch they will be the largest aircraft available, its more to the fact that I think they were both designed and developed with a specific market in mind, but once they got past the point of no return and with their EIS imminent, the market they sought to address no longer existed.
The A380 was obviously designed to replace and better the 747, and back when development started in the early 2000’s it seemed to be a buoyant market, it’s problem was in 2004 the 77W entered service and changed everything. Now airlines had a much better option to replace aging 747’s with a much more efficient twin. I think this also took Boeing somewhat by surprise, their answer to the A380 was the 748, which I can only assume they thought would perhaps garner half of the 747-replacement market. But, as we now know in almost every instance 747 operators went with the 777 as a replacement, leaving the A380 with a very niche market serving either very congested, slot restricted routes or outfitted with ultra-premium interiors to act as a “flag-ship” within a sales campaign.
The 77X I believe was designed to replace the 777, back in 2012 when it was launched the 77W was still selling well, and although I am sure Boeing knew the 787 and it’s future stretch’s would be take some of the market, it wouldn’t have the range or lift capacity so all was good. There were 1400 passenger 777’s to be replaced at some point, and the 77X being a derivative should be a cheap and easy update allowing them to capture that market.
In 2014 the A350 entered service. By which time the 800 version had been abandoned and a future stretched A35K with higher weights and capabilities proposed. The perfect 777 replacement. Although I am sure Boeing were aware of it, I think they thought it more as a 787 counter, rather than what it has become: a 777 replacement. With over 900 orders so far, and more variants in development it’s been a huge hit for Airbus, but more importantly it along with the 787 now own the 777 replacement market.
So what is the 77X for? It can carry a couple of dozen more passenger’s than the A350, but at the expense of being much heaver and both more expensive to operate and purchase. To me it’s telling that the only airlines that have ordered it, also ordered the A380. Either because they have very congested routes, or they want to fit it with some ultra-luxury interior. With perhaps the exception of EK, no one has ordered enough to even think about replacing their 777 fleet with them, and I think with the exception of ANA all of its customers have already ordered A350’s to replace their 777s.
So to me, the 77X is very much in the same situation as the A380 was. It was developed for a market that no longer exists. That’s not to say I expect it to suffer quite the same fate, I expect Qatar to order some freighters, and perhaps a few top up orders from its current customers. But considering it’s 5 years late to a party that it no longer has an invite for, billions over budget and due to compensation payments unlikely to ever be sold at a profit.
It’s a Boeing A380
