DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
May 26, 2024
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Boeing’s recent introduction of the 737MAX8-200 with an order from Ryanair is changing the dynamics of the high end of the narrow-body market. It appears that the MAX8-200 may cannibalize potential orders from the 737 MAX9, which has been a much slower seller than the competing A321neo.

The Lion Air MAX order for 201 aircraft is questionable as to model breakdown. Boeing has publicly indicated that Lion Air will either be the launch customer for the MAX9 or the first customer in Asia for the MAX8 – but no split has been announced. Based on the order, dollar wise, they can’t all be MAX9s. We split the order as 100 MAX9 and 101 MAX8.