Sunday, November 17, 2013

Boeing makes a huge widebody splash at Dubai 2013; 777X launched, 787-10 gets more orders

Boeing Rendering of the 777-8X and 777-9X
 

Boeing made good on expectations of a huge splash of orders at Dubai 2013 today by booking 259 orders and commitments for the 777X part 2 of Boeing's two prong strategy against Airbus' A350.

The 777X is meant to directly challenge the A350-1000 (Boeing says the 777-8X is a direct challenger to the A350-1000) and any potential stretch of this aircraft to over 400 seats.  Emirates came in big with an order for 115 777-9X and 35 777-8X, the later is really an extended range version of the 777-300ER.  Etihad ordered 17 777-9X and 8 777-8X while Qatar signed an LoI for 50 777-9X.  What is unknown at this time is weather the Etihad and Emirates orders are firm or not.

Additionally Etihad ordered the 787-10 taking orders for the type to 120 and total orders for the 787 family to 1,012.  It does seem that this order may be firm.  Along with the 41 787-9s on order, Etihad is on track to be the largest airline customer of the 787.  ILFC is the largest 787 customer with 74 airplanes on order with 5 already delivered.

Boeing wasn't done as FlyDubai also went big and ordered 100 737-8 MAX and 11 737-800.  Overall a huge day for Boeing and I suspect that it's not over for them.  I expect that Boeing will more orders to announce from non Gulf carriers and may include Cathay Pacific as another customer for the 777X.

Airbus tried to make a splash but really came up with another yawn order of 50 A380 for Emirates.  The A380 has a large exposure to just one carrier and truly doesn't bode well for the aircraft as it has unable to penetrate other airlines and diversify its customer base.  The re-sale market for this aircraft is extremely limited.

After Day 1 at Dubai 2013 here's the scoreboard:

Airbus

Emirates - 50 x A380 (yawn)
Etihad - 40 x A350-900, 10 x A350-1000, 10 x A320 NEO, 26 x A321 NEO + 30 options on A350 and A320/A321 NEO
Qatar - 5 x A330-200F (8 options)


Boeing

Emirates - 35 x 777-8X, 115 x 777-9X + 50 options
Etihad - 8 x 777-8X, 17 x 777-9X, 30 x 787-10, 1 x 777F + 12 x 777X options/purchase rights, 12 x 787-10 options/purchase rights, 2 x 777F options/purchase rights
FlyDubai - 11 x 737-800, 100 x 737-8 MAX
Lufthansa - 34 x 777-9X
Qatar - 50 x 777-9X (LoI)

3 comments:

David Bacon said...

All Things 777?

TravelingMan said...

Glad to hear it. The 777 is one long legged bird and one of my personal favorites.

David Cummings said...

Surely this is the end of the 747 isn't it?