Last year, I already published a comparison of both Airbus’ and Boeing’s forecasts (Current Market Outlook, CMO, PDF 3.2MB). You can find below the update of such comparison with the latest released figures from both companies.
Some of last years’ comments still apply:
- Boeing sees demand for 15% more aircraft with a 21% more value (excluding regional a/c).
- Boeing continues to play down A380 niche potential (57% less a/c than Airbus’ GMF), though it has increased its Very Large market forecast by 40 a/c, or 7.5% (Did Emirates new order at ILA change their minds?)
- On the other hand, Boeing forecasts about 600 twin-aisle and 4,000 single-aisle more than Airbus, clearly pointing to its point-to-point strategy.
- In terms of RPKs (“revenue passenger kilometer”), that is, the number of paying passenger by the distance they are transported, they see a similar future: Airbus forecasts for 2030 12.3 RPKs while Boeing forecasts 13.3 (in trillion).
The main changes from last year’s forecasts are:
- Both manufacturers have drastically increased their single-aisle forecast: +1,300 a/c in the case of Airbus and +2,200 in the case of Boeing.
- In the case of Airbus it seems that the confirmed potential of the A320neo has been reflected in forecast while,
- in the case of Boeing, could it be that the numbers were raised to convince a sceptic board of directors of the launch of the 737 MAX?
- In general all numbers have been increased: single-aisle (as mentioned above), twin-aisle (between 50-150 more), large aircraft (between 40-80 more), value of aircraft and RPKs… it seems that for commercial aircraft manufacturers not only the crisis is passed but they see a rosy future lying ahead.
Again, I strongly recommend both documents (GMF and CMO) which, differences apart, provide a wealth of information of market dynamics. I am especially happy to have encountered this year again full version of Airbus GMF, not only a short one [PDF, 4.7MB].