DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
July 17, 2024
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For some time the single-aisle market has been commoditized. It’s all about the lowest production costs and the fastest deliveries. Airbus and Boeing have managed this process so well, to date, nobody has been able to break the duopoly. The Chinese and Russian aircraft under development don’t look like they could do this either. Airbus and Boeing have created economies of scale that act as a big wall keeping out everyone else. Where a threat appeared, like Bombardier’s C Series, part of the duopoly (Boeing) tried to kill it and the other part of the duopoly, after aggressive pricing against it, finally absorbed it (Airbus).

The duopoly has been effective.  The following chart lists in-service aircraft in the single-aisle (737 and A320 families) fleet by age category.  The data is through September 2020.

For some time the single-aisle market has been commoditized. It’s all about the lowest production costs and the fastest deliveries. Now the duopoly is broken and unstable.


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author avatar
Addison Schonland
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.