The commercial aerospace industry has two duopolies – a big one (Airbus & Boeing) and a small one (Bombardier & Embraer). If markets were clearly differentiated these four companies would coexist in an environment where there are two competitions. But,…
Take a look at this chart of the 2014 in service passenger airliner fleet. In our view this provides a very useful breakdown of the OEMs by seat segment. It also highlights some opportunities for new business. Views: 54
The much delayed ARJ has started test flights for launch customer Chengdu Airlines. The first two deliveries are set occur in April or May. This will be the first Chinese attempt at offering a regional airliner. So how does their…
Last week Airbus and Boeing provided two charts in their ISTAT presentations that sort of popped. Take a look. Pay attention to their use of color to highlight the point being made. Views: 25
CIT’s Steve Mason explains his firm’s views on replacing the 757 and also adds some thoughts on the A330neo vs the 787 with a short interlude on his thinking that Airbus and Boeing are not leaving the <150 seat market to…
Randy Tinseth summarizes his ISTAT presentation and also shares some thoughts on the VLA market. Views: 20