This alone indicates Airbus needs a clean sheet counter-punch for Bowing's impeding NMA announced offering. Boeing is concerned with getting this offering right for a broad base of customers who are publicly lining up as potential launch customers. There Qantas and Delta who have opening partnered with Boeing on what they want. There is GE and CFN who have public expression as engine makers. There is plant space available in Charleston or Seattle areas competing for a Boeing manufacturing 797 production plant.
Boeing has a target in mind for how many launch customers and unit commitments required for an announcement. Boeing is farther down the road when it says it needs more market data from potential customers, suggesting its just waiting for launch units numbers. China and the rest of Asia remains silent on the matter. Taking ll this into account one can easily see a 500 unit announcement for a Boeing 797. Some customers will convert prior orders into 797 orders. Delta has expressed a strong desire for the 797 NMA. This of course triggers United into an airplane buying mode. This of course triggers American into an airplane. Oops, repetition is the market data Boeing is looking for in search of 797 flattery.
China alone could order up to 250 797's for a regional grouping. North America could order up 250 797's as a North American response. Canadians are among us well. A great fit for Latin America premium fit. When looking for favored European customers starting with Norwegian Air and then Ryan Air. Air France will weigh in with 30 -50 orders. When the 737-10 was announced at its inaugural airshow there were so many conversions into a 737-10 model. In all about 200 737-10's were ordered. Possibly the 737-10 orders were dampened because of the 797 Boeing promise for the 797 by 2026, and the 737-10 is a time gap filler. It will be a long time before the 797 comes to market by 2026. Boeing waiting and waiting stretching Airbus patient. It wants a Boeing blue print before following an NMA announcement. Boeing wants order numbers from Airbus customers as the linchpin pulled for a 797 announcement. It is waiting on Airbus fleet customers to sign on before announcing. India is one one such Airbus customer. Note
India Airbus customer's could be stalling with ordering Airbus under the usual heading of in "negotiations" as it is also mulling over the 797 details with Boeing. The 797 time gap to market may be too much for either Vistra or Tata.
Airbus will offer a price these two may not be able to resist having a long Boeing wait time before first delivery as a too long for either as they would be also an unlikely 797 Launch customer.