The Duopoly in 2024 | AirInsight

Our model utilizes the published numbers from the two OEMs, starting January 2000. There are 17 pages of charts to review. The unbalanced duopoly continued through year-end. As often stated, this threatens the supply chain, lessors, and operators. The interesting news is that Boeing has been accelerating deliveries recently. It has also set some challenging hurdles—achieving these will demonstrate remarkable recovery. However, we suspect these hurdles were carefully calibrated. Thus, while it may be challenging, it is achievable. The key difference between the two is the difference in models. Boeing still cannot match and respond to the A321; its missing 777X is a growing problem. The MAX 7 and MAX 10 should be certified this year or early 2026 at the latest. This would give Boeing a market response, but it may be too late. Airbus has planned the next step, but Boeing is seriously behind. Can Boeing develop something from the X-66A to leapfrog its MAX program? Missteps in the MAX program have caused damage that takes a long time to recover from. Then there is the 777X program, which is years late. This aircraft is also expensive, and Boeing faces limits in reducing the price because the production run won't match the 777-300ER. If this program proves as problematic as turning profitable as the 787, what options are there? The MAX will likely also not cover its costs—there will be many awkward questions and no apparent answers. This likely leaves us with ongoing supply chain uncertainty. Even as Boeing deliveries recover, it plays catch-up, and its industry leadership role may be lost. These are awkward times, indeed.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

Subscribe To Our Newsletter

Related News

Subscribe To Our Newsletter

Related News

Airbus and MTU join forces on hydrogen

How Many Sales Are Left For the 777F?

Aspiration vs Reality – Duopoly vs Supply Chain