TObound wrote:JonesNL wrote:TObound wrote:
There's just no need to worry about Boeing. They don't have the resources or the willingness to launch the NMA and something to compete against the 220 at the same time. And even if they launched those programs today, they aren't going to enter service till 2027. And they are probably still a long ways off from a launch, especially after announcing they are going back to the drawing board. Delaying ATO buys time to see what technology is maturing. Also gets much firmer commitments if they know deliveries are 3-4 years away. The MAX fiasco has probably bought Airbus a half decade on their development timeline.
I agree, they don’t need to worry too much about Boeing. But having the market for yourself for 1-2 years before Boeing has anything to offer is an opportunity that can not be underestimated. At least, that’s what I think. Airbuses would be selling while Boeing will be in the design fase. All orders would land at Airbus as there is no other option. If the time difference between the ATO of A and B are 6-12 months a lot of airlines will just wait it out.
And to be honest there is not much secrecy or too much to reveal for an A225 and A322. I think even Boeing has the numbers run for the possible competitors, I would think really poorly of them if they didn’t.
Having time doesn't mean that they have to announce new models. Maturing tech, optimizing production, helping suppliers become more efficient and building up financial reserves are all very useful activities that will make them more competitive in the long run. As it stands, they are juggling a lot with production. And a lot of these activities will be necessary.
The only reason I think they might develop some stretches soon is to give their engineering talent something to do. But that doesn't in any way mean they need to announce it or offer it. They can do a ton of development work with out announcing a thing. They'll be ready to counter any rumour of a Boeing ATO with their own. And be able to offer EIS within 3-5 years. That's the power of good prep.
It’s much easier to help suppliers with more firmed orders in the backlog. It’s much easier to ramp up if the time between ATO and EIS 1-2 years longer.