Baron95 From United States of America, joined May 2006, 1335 posts, RR: 9 Posted (6 years 11 months 1 week 1 day 21 hours ago) and read 4056 times:
Now that at least we have an announcement from Airbus on the A350XWB, the strategic competition picture between Airbus and Boeing is clear on both the widebody and narrowbody segment.
My take is that:
- Airbus leaves the A330/A310 to wither against the 787-3/787-8 a la 767/757.
- Airbus launches A320E with 2008 EIS against 737NG
- Airbus aims the A350 at the 787-9/10/772ER/773
- Boeing keeps collecting 777 orders for another 5 years then announces 777NG for EIS in 2013 a la 748 (i.e. composite wings, GE90NG engines).
- Boeing keeps the 748i with the further stretch aimed at the heels of the A380.
- Boeing launches Y1 for EIS 2014 against A320E
- Airbus launches A320NG for EIS ?????
- Boeing launches Y3 for EIS 2018 against A350-1000/A380
Overall I think Boeing just sticks with its strategy, perhaps with the addition of the 777NG. I am not sure they were planning on doing anything with 777 prior to Y3, but I think now they must. To me that is the only strategic adjustment, if any, that they need to make.
CWFan From United States of America, joined Mar 2006, 83 posts, RR: 0 Reply 1, posted (6 years 11 months 1 week 1 day 21 hours ago) and read 4028 times:
Do you really think B will invest in a 777NG when the delivery window will be for only five years before Y3 is in-service? If we assume that the 777NG will have a similar development cost to the "old" 350, say $4 billion, that's a pretty narrow window to recoup costs. (I use the old 350 development figure because it seems like quite an update.)
BoeingBus From United States of America, joined May 2004, 1588 posts, RR: 17 Reply 2, posted (6 years 11 months 1 week 1 day 20 hours ago) and read 3925 times:
Quoting CWFan (Reply 1): Do you really think B will invest in a 777NG when the delivery window will be for only five years before Y3 is in-service?
Huh? Y3 probably wont make it's first flight till 2018 or later... hence, why the 747 update. I think the 777 will be reincarnated into another variant before a Y3 is even on paper. The A350-1000 will be a formidable competitor but its nothing the 777 remake can't handle.
Look, I think Boeing has to look at the A350-1000 seriously but whether it should spend money for an all new design on a frame for a small segment is not what they are thinking right now.
I think Airbus is being foolish not responding to the core longhaul A332/762/763/A300. Instead, its going for larger sized jets that are less in demand.
I think it would have been wiser for AIrbus to give up the 773ER market and focus on the core 200-300 passenger market, which Boeing will continue to rule.
I think Boeing is happy about its current situtation and the Airbus new strategy as it will have a low impact on its books.