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Miami
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Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 5:29 pm

Emirates president Tim Clark has reportedly said he would buy 100 Airbus A380neos if Airbus decided to launch it.

Clark told Bloomberg at the World Economic Forum in Switzerland, “What we’ve said is if you are going to do the A380neo, we are in for 100. We are putting it on the table; we’ll start it off for you.”

Airbus COO-customers, John Leahy told ATW last week in Toulouse:

Quote:
“If we ever do the A380neo, it will not just be the engine [that has to be exchanged] ... there will be perhaps Sharklets on the airplane … perhaps an aerodynamic cleanup as well. But we would not do an A380neo unless there would be a 10% fuel burn reduction. And that will not come just from the engine, but from some other necessary improvements as well. “And over time, we will update every member of the [Airbus] family. We will look at it as we need to [in light of the market].”



"If Airbus were to build the A380neo, it would give us an improvement in economics of up to 10% to 12%, so that’s definitely what we want to have. And I hope to move on that fairly soon,” Clark told ATW last June.

Quote:
If there will be no A380neo, we will take those 25 anyhow. Rolls-Royce can produce a better engine, we can get more weight out of the aircraft and we can improve the aerodynamics. Up to 12%, that’s where we want to go,” he said.


http://atwonline.com/airframes/clark...+AtwDailyNews+%28ATW+Daily+News%29


Well, not surpising that they'll order 100. I mean, come on. They are Emirates after all.  

-Miami   

[Edited 2015-01-22 10:17:50]
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LAX772LR
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 5:32 pm

Quoting Miami (Thread starter):
Well, not surpising that they'll order 100. I mean, come on. They are Emirates after all.

I know I'll be chastised for this, but I still wonder if "bubble" and "burst" might someday become two words that are synonymous with EK.

[Edited 2015-01-22 09:51:30]
I myself, suspect a more prosaic motive... ~Thranduil
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 5:35 pm

Quoting LAX772LR (Reply 1):
I know I'll be chastised for this, but I still think "bubble" and "burst" could someday become two words that are synonymous with EK.

While I agree with you, I think EK would push off the burst for longer than it would naturally come (if that makes sense, ot does in my head  .
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 5:53 pm

Leahy to EK : let's say 200 and we have a deal !
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 5:56 pm

Quoting Miami (Thread starter):

The real question is how many of the 100 would be conversions from the CEO ?

No doubt EK wants this ... But I think Airbus is going to have to find at least 3-4 more customers willing to put money down before the board approves the upgrade.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:00 pm

Quoting phxa340 (Reply 4):
The real question is how many of the 100 would be conversions from the CEO ?

If I recall correctly. All would be converted to NEO. Or at least 50 of them. I know I heard of this somewhere.
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:01 pm

On thing is clear in these recent statements, the enthusiasm and general tone from Airbus on the NEO is much more tempered than it was after the PR fiasco last month. Like Aesma says, make it 200 and it's an easier decision. Even better, find 5 other customers at 20 a pop and it's a done deal. For EK it's a no brainer, they can support triple digit 380s and just decimate the legacy competition with their model. Conversely, my guess is that Airbus sees the ROE and performance from their modeling of the 350-1000 and 1100 and they are probably viewing these plane as their top end future (planes that can approximate the operating cost of the 380 while at the same time building a wider and healthier customer base.

All in all not a crappy situation to be in when you have customers threatening you with $30B orders.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:04 pm

I wonder what current carriers who deferred until later will think of this new model. If LH or AF said we'd like to swap out the current orders for the NEO and pay a fraction of the spread. If not we'll just defer again. Would Airbus allow for conversions?
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:04 pm

Quoting LAX772LR (Reply 1):
I know I'll be chastised for this, but I still wonder if "bubble" and "burst" might someday become two words that are synonymous with EK.

I wondered that with all those 777's on order  

rgds
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:05 pm

Quoting phxa340 (Reply 4):
The real question is how many of the 100 would be conversions from the CEO ?

Another reason to wait until the CEOs are delivered...  
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:06 pm

The upgrade won't come until A330 is neo'd for sure but they can do it then in 3-4 years so he may want it but has to be patient.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:08 pm

Quoting wingman (Reply 6):
On thing is clear in these recent statements, the enthusiasm and general tone from Airbus on the NEO is much more tempered than it was after the PR fiasco last month

What PR fiasco would that be? What have Airbus done this time to upset you?
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:10 pm

Quoting Miami (Reply 5):
Quoting phxa340 (Reply 4):
The real question is how many of the 100 would be conversions from the CEO ?

If I recall correctly. All would be converted to NEO. Or at least 50 of them. I know I heard of this somewhere.

If you read all of the article you linked to (your link is faulty, btw), you'll see that EK would only convert the 25 frames due for delivery from 2020, and then only if the NEO is actually available in 2020.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:10 pm

If Airbus proceeds with the NEO then Emirates will "own" them   
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:15 pm

So we have 50 new frames on the table and 50 conversions. Perhaps not exactly, but in the range of it.
If Airbus says no, i'm sure EK will place an addi5ional order of CEO's somewhere down the line. I bet Airbus prefers selling 20 CEO's than 50/50 NEO's.
Unless other carriers jump in for totals of 100+ frames, there might be a business case. But we are quite some fries short of a happy-meal here.
Slight upgrades of the current engine version will be prio. Even if this means Sharklets, or other larger changes. But I do not see a business case for a NEO.
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:16 pm

The Question IS?? Will a 100 plane order added to the cost of a re-engine program cause the airplane to turn a Profit??
I STILL don't understand why Clark is so damn Hot to re-engine the A380. Is the range or the Payload Lacking??
What is the REAL reason for their desire to re-engine??
Because it seems to me the Airplane isn't as advertised and it Sure put's to doubt the Quality of the present airplane..
Unless I'm Mistaken?? .
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:16 pm

Depends on how much NEO program is going to cost for Airbus and how many deferrals and cancellations from current order book.

My guess this is a bad deal for Airbus. At some point they have to put their foot down and say NO to NEO.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:17 pm

Quoting strfyr51 (Reply 15):

To decrease fuel burn ?
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:22 pm

Quoting speedbored (Reply 12):
(your link is faulty, btw)

Fixed.



Quoting speedbored (Reply 12):
you'll see that EK would only convert the 25 frames due for delivery from 2020, and then only if the NEO is actually available in 2020.

Not really a conversion if it won't be available. Just said Rolls Royce would produce a better engine.
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:24 pm

Quoting strfyr51 (Reply 15):

Tim Clark said why. "It would give us an improvement in economics of up to 10% to 12%, so that’s definitely what we want to have."
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:24 pm

Quoting strfyr51 (Reply 15):
What is the REAL reason for their desire to re-engine??

To reduce his costs and increase his profits.

Quoting strfyr51 (Reply 15):
Unless I'm Mistaken?? .

You are.

Quoting dtw2hyd (Reply 16):
At some point they have to put their foot down and say NO to NEO.

No, they have to look at the business case and decide whether doing a NEO will make more (or lose less) money than not doing a NEO.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:30 pm

Quoting Miami (Thread starter):
"If Airbus were to build the A380neo, it would give us an improvement in economics of up to 10% to 12%, so that’s definitely what we want to have. And I hope to move on that fairly soon,” Clark told ATW last June.

A clear signal that will no doubt persuade Airbus to do the A380-neo.  .

Quoting LAX772LR (Reply 1):
I know I'll be chastised for this, but I still wonder if "bubble" and "burst" might someday become two words that are synonymous with EK.

We have heard that over and over again regarding the growth of EK. And every year they make it happen. And there are no indications that this growth will stop any time soon.

Quoting astuteman (Reply 8):
I wondered that with all those 777's on order  

Yeah, when 150 B777-X's are ordered those questions are hardly raised. When EK talks about additional A380-orders we hear this argument all too frequently.   .
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:32 pm

Quoting speedbored (Reply 20):
No, they have to look at the business case and decide whether doing a NEO will make more (or lose less) money than not doing a NEO.

It is very unlikely to make more money.

I have same issue with my beloved Boeing's 777X program. If 777X program costs $10 Billion, minus $8 Billion incentives over 10 years from Washington state, which are contested by EU, still program has to recover $2 Billion from 300 frames. Very unlikely even to break-even and make profit.

Don't go down for one customer.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:39 pm

Quoting dtw2hyd (Reply 22):
It is very unlikely to make more money.

I have same issue with my beloved Boeing's 777X program. If 777X program costs $10 Billion, minus $8 Billion incentives over 10 years from Washington state, which are contested by EU, still program has to recover $2 Billion from 300 frames. Very unlikely even to break-even and make profit.

Given the premiums they will be able to charge for the more efficient versions, I would actually be very surprised if the manufacturers could not make decent profits from both of these programs.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:42 pm

Quoting LAX772LR (Reply 1):
I know I'll be chastised for this, but I still think "bubble" and "burst" could someday become two words that are synonymous with EK.

I'll certainly not chastise your for that; I also (still) have the same feelings. But at the same time, I've been having that same feeling for over 10 years now, and they seem to be doing better and better by the year. So if you permit, I'd like to add the notion that odds are pretty much even that "industry leader" and "hub economics 101" could someday become words that are synonymous with EK.

Rgds,
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:42 pm

Quoting EPA001 (Reply 21):
Yeah, when 150 B777-X's are ordered those questions are hardly raised. When EK talks about additional A380-orders we hear this argument all too frequently

Oh, enough already!    You say something similar every time this is brought up!
Look, I'm sorry the A380 isn't panning out like you expected, I truly am. I felt the same way about the 747-8.

But the A380 is well established, the 777X is still 5 years away. The A380 is in an already small niche that will be eventually eaten by Supertwins. The same is happening to the 747-8.

Quoting dtw2hyd (Reply 22):
Don't go down for one customer.

I'll say this, if EK holds true to buying 100, and also garners significant orders from at least half a dozen other carriers, perhaps there will be hope, but there needs to be interest.

Until then, the A380neo is going to be a (rather big) financial pothole for Airbus.

[Edited 2015-01-22 10:44:42]

[Edited 2015-01-22 10:46:58]
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a380787
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:50 pm

Quoting Boeing778X (Reply 26):

I'll say this, if EK holds true to buying 100, and also garners significant orders from at least half a dozen other carriers, perhaps there will be hope, but there needs to be interest.

Until then, the A380neo is going to be a (rather big) financial pothole for Airbus.

The biggest concern is that EK will convert all their remaining 380ceo's to 380neo's, so the net gain to Airbus' books is only a handful of frames ... all while paying billions of development costs for one customer

This is coming from an airline that cancelled all 70 of their A350s. Their track record of holding their promise is rather weak.
 
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PositiveClimb
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:52 pm

Quoting strfyr51 (Reply 15):
I STILL don't understand why Clark is so damn Hot to re-engine the A380. Is the range or the Payload Lacking??
What is the REAL reason for their desire to re-engine??
Because it seems to me the Airplane isn't as advertised and it Sure put's to doubt the Quality of the present airplane..
Unless I'm Mistaken?? .

I am not sure I follow your logic here...
Clark knows the aircraft is not up to spec and therefore keeps ordering it in significant amounts? I doubt that. Plus, I would imagine that Clark (as every airline CEO) is - above all - interested in economics. And in all the news about the A380, I never really heard much about shortcomings in this discipline.

To me, the situation is quite simple. Why should he be happy with an airplane which is very profitable for him, if he can get one, which is extremely profitable? Let's face it, Emirates has a strong saying in everything A380-related. So why not try to use this position (*cough* monopoly *cough*) to get an even better (read more efficient) aircraft. As an old German saying goes "das Bessere ist des Guten Feind", which roughly translates as something better is the enemy of something good...

Anyway, I hope and guess that Airbus will consider wisely, if and when the time (and the potential backlog) has come to launch the A380 neo.

Just my two cents   

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Boeing778X
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 6:58 pm

Quoting a380787 (Reply 27):
The biggest concern is that EK will convert all their remaining 380ceo's to 380neo's, so the net gain to Airbus' books is only a handful of frames ... all while paying billions of development costs for one customer

Right, so I don't really know how'd this work. An order for 100 A380neos will equate into an net order of something far smaller. And I still haven't seen any additional interest.

Quoting a380787 (Reply 27):
This is coming from an airline that cancelled all 70 of their A350s

True. I'd say there's no guarantee for even the promise of new A380s.
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dtw2hyd
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:06 pm

Quoting speedbored (Reply 24):
Given the premiums they will be able to charge for the more efficient versions, I would actually be very surprised if the manufacturers could not make decent profits from both of these programs.

They can never charge premium, large launch customers are accustomed to deep discounts, Airbus may be able to make money on A380 with 50% discount, but it cannot on a A380NEO with 45% discount. Same with 77W and 777X,

VLA market is a trivial with too much hype. All the real money B737s/A320s bring go down the drain with these much hyped programs.

Quoting Miami (Reply 23):
Airbus after a huge Emirates order:

I am guessing Airbus is somewhere under the gentleman sleeping.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:17 pm

In all honesty, it seems Emirates has become too big to fail, so to speak. But really, 100 A380NEOs? How does one afford that many aircraft, at say 200 million a piece(after discounts and haggling if any, of course), that ammounts to alot of money.
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:21 pm

Quoting strfyr51 (Reply 15):
The Question IS?? Will a 100 plane order added to the cost of a re-engine program cause the airplane to turn a Profit??

RR will be largely picking up the tab for engine development, which has been reported to have been estimated @ around £1.25BN (English). In return RR gain exclusivity as sole supplier.

Airbus costs for the A380NEO will be 'limited' to pylon and frame developments.

At around £25M list a unit, a 100 plane order from EK is a 400+ engine order for RR, and its not hard to understand why RR are so 'bullish' about the A380NEO.


Rgds


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rotating14
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:25 pm

Quoting Miami (Reply 23):

Maybe not. While Airbus knows EK needs the NEO, EK knows that without them the A380 is no where close to where it is today. With that being said, if Airbus fails to produce a NEO, it marks the beginning of the end of the A380. Sure EK will be without a NEO and they'll have to find an alternative quad or call Randy for more 779's. Airbus on the other hand ...
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:37 pm

Quoting dtw2hyd (Reply 30):
They can never charge premium, large launch customers are accustomed to deep discounts, Airbus may be able to make money on A380 with 50% discount, but it cannot on a A380NEO with 45% discount. Same with 77W and 777X,

Well they have managed to charge a premium every time they have done major upgrades on aircraft in the past - look at the list prices of A320CEOs and NEOs, for example.

Just because they add a premium to the list price doesn't mean they can't still offer the same percentage discounts.

Quoting delta88 (Reply 31):
How does one afford that many aircraft, at say 200 million a piece(after discounts and haggling if any, of course), that ammounts to alot of money.

They mostly lease their aircraft (often by sale and leaseback) so the money comes from the revenue that the aircraft generates from flying passengers.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:40 pm

Quoting rotating14 (Reply 33):
Airbus on the other hand ...

...will be out a VLA, and have only 2 widebody types with 2 sub models: A338, A339, A359 and A35J, and two overlap in terms of pax capacity.

The A338 has ten firm orders so far, the A339 is basically a shorter range version of the A359 (the cash cow) the way I see it, and is a generation behind the 787, and the A350-1000 is selling slowly.

Airbus really needs to spend some time soul searching and reevaluate their widebody lineup.

Quoting rotating14 (Reply 33):
Maybe not. While Airbus knows EK needs the NEO, EK knows that without them the A380 is no where close to where it is today. With that being said, if Airbus fails to produce a NEO, it marks the beginning of the end of the A380.

If it hasn't begun already. Again, I think Airbus is in an awkward position. If they stop A380 production without breaking even, they'll lose money. If they make a twin to challenge the 779, what interest there is in the A380 will be diverted, and they'll lose money and if they produce an A380neo or even an A380-900, they'll only reap only morsels outside of EK, which, in itself, as a380787 stated, is prone to change their mind.

Icky   
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:42 pm

So, Emirates buys 100 NEOs and casts off all their gently used CEOs into the desert. I have to imagine this would destroy the new build market for Airbus should EK do this.

Why buy a new aircraft when you can get a gently used one for a fraction of the amount?
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astuteman
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:51 pm

Quoting Miami (Reply 19):
Tim Clark said why. "It would give us an improvement in economics of up to 10% to 12%, so that’s definitely what we want to have."

He actually said "what does the NEO do? It helps that enormously - we are talking about a 10-13% improvement in the seat mile costs of what is already a very good airplane for us"

Quoting strfyr51 (Reply 15):
Sure put's to doubt the Quality of the present airplane..
Unless I'm Mistaken?? .

you're mistaken

Quoting a380787 (Reply 27):
The biggest concern is that EK will convert all their remaining 380ceo's to 380neo's, so the net gain to Airbus' books is only a handful of frames .

Tim Clark's words were:-
"What we’ve said is if you are going to do the A380neo, we are in for 100 [aircraft]. We are putting it on the table; we’ll start it off for you.”
You think he'll make that commitment and then pull the rug from under the programme by converting all his CEO orders?
I strongly doubt it.
He's already said he'll take all his CEO's

Quoting a380787 (Reply 27):
This is coming from an airline that cancelled all 70 of their A350s

And is re-evaluating that aircraft and might yet re-order (i'd have a chuckle at that one)

Quoting Boeing778X (Reply 29):
An order for 100 A380neos will equate into an net order of something far smaller

you've made this statement like it's a fact. it clearly isn't even close. we can do better than this

rgds
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 7:55 pm

Quoting astuteman (Reply 37):
you've made this statement like it's a fact. it clearly isn't even close. we can do better than this

How about this: I'll believe it when I see it.
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XT6Wagon
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 8:01 pm

100 A380 over 10+ years is not going to keep the lights on at the factory

Airbus really needs another *200* orders across that decade to keep the line operating as it is today. If they really cut costs and settle into a low rate production then its still 100+ extra planes they need to find customers for... Just to not lose money building them.
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 8:10 pm

Quoting EPA001 (Reply 21):
And every year they make it happen. And there are no indications that this growth will stop any time soon.

Well duhhhh, how else do you think bubbles work? ...rampant expansion with no signs of abatement-- until it happens.

Not to say that that's EK's fate, just that I wonder if it very much could be.
I myself, suspect a more prosaic motive... ~Thranduil
 
dtw2hyd
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 8:12 pm

Quoting speedbored (Reply 34):
Well they have managed to charge a premium every time they have done major upgrades on aircraft in the past - look at the list prices of A320CEOs and NEOs, for example.

Again you are comparing with most popular model with 1000+ orders and many more to come. Even with $10 Million premium customers are lining up for A320NEOs.

I doubt Airbus even can get $10 Million more for A380NEO each.

May be Airbus should counter the offer on table with, EK funds the NEO program and Airbus delivers at same cost as CEO. Any additional sales profit sharing between EK and AB.
 
astuteman
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 8:25 pm

Quoting Boeing778X (Reply 38):
How about this: I'll believe it when I see it.

Makes sense. It would look really daft NOT to believe it when you see it  

Rgds
 
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RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 8:30 pm

Quoting Boeing778X (Reply 26):
Oh, enough already!    You say something similar every time this is brought up!

Of course I do. And here is the reason: it is conveniently and consistently left out when EK order 150 B777's, but it is brought up if EK talks about more A380's. I find that very inconsequent, but hey, maybe it's just me?  .

Quoting astuteman (Reply 37):
He actually said "what does the NEO do? It helps that enormously - we are talking about a 10-13% improvement in the seat mile costs of what is already a very good airplane for us"

Indeed that is what he said.

[Edited 2015-01-22 12:30:44]
 
goosebayguy
Posts: 678
Joined: Fri Sep 25, 2009 1:12 pm

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 8:56 pm

One thing I really cannot understand is why when EK can fill their A380's other airlines don't try to match them? BA will have a similar network to EK as will SIA or Cathay yet none seem to be able to match EK. Is it because BA's feeder aircraft of A319,320's are too small to provide enough customers for A380's? If BA or other airlines started to use larger feeder aircraft would they too be needing more A380's?
 
Kashmon
Posts: 639
Joined: Thu Dec 04, 2014 8:08 am

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 9:04 pm

Quoting goosebayguy (Reply 44):

Marketing- especially in India

EK is the defacto Indian international carrier

India is now one of the world's major economies when you pretty much have that to yourself- QR/EH do not even come close to EK - and everyone in India who flies and even now has never been on a plane before knows Emirates.

CX/SIA/BA have to share their markets with way more powerful and dominant carriers - CX for example has done a pathetic job marketing itself as the international carrier for Chinese people- if they did that like EK does for India- CX would be in a different place.

I mean CX still has not even developed a CHINA centric ad campaign or anything

Most Indians identify international flying with EK and their A380's

That is one way to fill all those seats.

and you have Europe- EK>>> than any European carrier
 
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speedbored
Posts: 2230
Joined: Fri Jul 19, 2013 5:14 am

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 9:05 pm

Quoting dtw2hyd (Reply 41):
Again you are comparing with most popular model with 1000+ orders and many more to come.

I was not comparing, I was providing an example.

If you are so sure that Airbus and Boeing will not be able to add a premium to their list prices for a more advanced model of the 777 and A380, then perhaps you could provide just one example of an instance in the past when a more advanced version of an aircraft has been released at the same list price as the previous version. I've not seen it in the 18+ years that I've been involved in the aviation industry.

And in the case of the 77X, Boeing has already proved you wrong with their list prices:
http://www.boeing.com/boeing/commercial/prices/

Quoting dtw2hyd (Reply 41):
I doubt Airbus even can get $10 Million more for A380NEO each.

I'd put money on the list price increasing by at least $40m for a NEO.

But we're probably going to have to wait a few months to find out  
 
a380787
Posts: 4573
Joined: Tue Jul 09, 2013 4:38 pm

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 9:20 pm

Quoting Kashmon (Reply 45):

CX/SIA/BA have to share their markets with way more powerful and dominant carriers - CX for example has done a pathetic job marketing itself as the international carrier for Chinese people- if they did that like EK does for India- CX would be in a different place.

CX does a decent job, and the CX brand is viewed as premium in China relative to anything like CA MU CZ.

The only issue is geography - HKG is only efficient for China-SE Asia and China - AUS/NZ. Going to Americas and Europe require a big detour.
 
A342
Posts: 4017
Joined: Sun Jul 31, 2005 11:05 pm

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 9:23 pm

If you're waiting for one of the ME3 airlines to fail, you'd better bet on EY. They seem to gobble up every European airline in bad shape or already failed that's on the market. The next SR, anyone?

Just my   
Exceptions confirm the rule.
 
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scbriml
Posts: 18102
Joined: Wed Jul 02, 2003 10:37 pm

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 9:39 pm

Quoting astuteman (Reply 8):
I wondered that with all those 777's on order

Indeed!   

Quoting Turkish350XWB (Reply 9):
Another reason to wait until the CEOs are delivered...

Absolutely! Airbus should time the launch of the A380neo so that most of Emirates existing A380s are already delivered.

Quoting strfyr51 (Reply 15):
Unless I'm Mistaken??

Ding, ding, ding! We have a winner.   

Quoting dtw2hyd (Reply 22):
If 777X program costs $10 Billion

If Boeing spends $10billion on the 777X, then something will have gone quite wrong.   

Quoting delta88 (Reply 31):
How does one afford that many aircraft

Exactly the same way one affords 150 777Xs.
Time flies like an arrow. Fruit flies like a banana!
There are 10 types of people in the World - those that understand binary and those that don't.
 
BlueShamu330s
Posts: 2584
Joined: Sun Sep 23, 2001 3:11 am

RE: Emirates Would Buy 100 A380neo

Thu Jan 22, 2015 10:00 pm

Quoting strfyr51 (Reply 15):
I STILL don't understand why Clark is so damn Hot to re-engine the A380. Is the range or the Payload Lacking??
What is the REAL reason for their desire to re-engine??
Because it seems to me the Airplane isn't as advertised and it Sure put's to doubt the Quality of the present airplane..
Unless I'm Mistaken?? .

Why? Because the A380 is the goose laying golden eggs for Emirates right now. The upper deck is, as they have put on record, a licence to print money. They fly 7 A380s to the UK alone DAILY and loads are in the mid 90%s...MID 90%s !!.
It has already proven itself to the airline in its present form; be it flying east to Aukland or west to Los Angeles and all stations along the way, the aircraft is making money for the airline. TC sees the opportunity to exploit and extract further efficiencies with the neo and with the buying power of 100 frames, why wouldn't he be pushing for it?

Emirates will only be adding more A380s to their portfolio as their increasing customer base express a preference for the A380; that means more routes with more A380s coming to an airport near you very soon strfyr51; maybe that's the inherent fear of many on here..?

Quoting astuteman (Reply 37):
He actually said "what does the NEO do? It helps that enormously - we are talking about a 10-13% improvement in the seat mile costs of what is already a very good airplane for us"

  

With emphasis on "what is already a very good airplane for us."

Rgds
Flying around India

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