Leeham has made a good summary of the Airbus meeting with a fact filled interview with Airbus A340 VP of Asset management. What I can see there seems to be less then normal marketing fluff fluff in the statements, my fuel count for the 4000nm sector is 11.6% diff vs a 77W close to Airbus 12% , to me the 77E and 343 seems to be equal on fuel however where they claim an advantage. One interesting aspect is that the A343 and 346 does not require an upstart airline to be ETOPS certified. The 345 is destined for VIP use.:
Andreas Herrmann, VP
A340 Asset Management, spoke with us after the Summit. Key points made there:
Airbus says the A340-300, which is lighter than the 777-200ER, uses 5% less fuel per trip with 300 and 312 passengers respectively;
The A340-600 is lighter than a Boeing 747-400 but heavier than a new 777-300ER. Accordingly, Airbus says that it uses 21% less fuel than the 744 but 12% more fuel than the 773ER. Passenger counts assumed are 475, 510 and 475 respectively, the maximum allowed by exit limits. Range assumed is 4,000nm (a typically A346 mission).
The 475 passenger count is the new capacity Airbus will seek to certify for the A346, which will lower cost per available seat mile by 7% and increase revenue potential by 35 seats, or an 8% increase in capacity, for a potential $5.5m/yr in increased revenue.
If an airline wants to replace the 744 or wants to add lift that is available now (vs a long lead time for next generation airplanes) or seeks a lower capital cost solution, and it has other Airbus aircraft in the fleet, commonality in training, parts, maintenance, etc., can save the carrier $1.25m a year per airplane instead of introducing a new fleet type.
ETOPS certification is unnecessary with an A340.
Airbus claims the A346 has a monthly revenue potential advantage over the 744 of $557,000 after all cost factors are considered. This assumes wall-to-wall people of 475 passengers for the A346 and 510 for the 744, $3 fuel and a 4,000nm mission.
Airbus also claims an economic advantage for a “mature” A346 vs a new 777-300ER, largely on a much smaller capital cost. The assumed lease rate for the A346 is $450,000/mo vs $1.3m for the 773ER. This delta provides an economic advantage to the Airbus of $433,000/mo, according to Hermann.
Similar assumptions give the A340-500 an economic advantage over the 777-200LR, Hermann says, amounting to $216,000/mo.
The A340-300′s advantage over the 777-200ER–again, largely but not entirely on capital cost assumptions–is pegged at $356,000/mo.''
[Edited 2013-12-10 22:47:14]