The Boeing fall rush has started
and will culminate at the end of December. Even though Winging It, has mentioned some late 2015 orders over several Blog postings, it will continue mentioning the
Boeing order book. The Dubai Airshow is up next. Several large orders elsewhere
loom large. Nine more 787's where just announced by El Al from Israel, with
another six 787's, must show up from a leasing company in El Al's behalf, yet to
be announced somewhere.
"Somewhere",
is the 2015 Order Book theme. The demonstration is an all-out Boeing scramble
for 787 orders as well as a 737 Max push. Repeating a news item from earlier in
October 2015 is the China conglomerate order, not yet disclosed for about 240
aircraft ordered. I believe this remains for late in December as the Keynote order
placement for 2015. Boeing has pulled an Airbus move. Waiting for the last
month to unload its order build-up from a year's worth of scrambling the global
market.
The
stockholder version is an entertaining presentation of a company not leaving
any stone unturned for the order book. The production story is an exciting
chapter suggesting take no prisoners on delivery of jets. Airbus got the memo
finally and is responding with its own factory surge. It may be too late, as
Boeing is not looking back over its production shoulder. If necessary, it will
keep expanding production as a key to its always improving strategy.
Boeing knows production is the
key to customer success. The current 787 order surge comes as a byproduct of
production leveraging the customer forward with orders. The Airbus production
flow of only about half dozen A350 delivered in almost a year is strangling its
order book from customers. Boeing delivered about 40 in its first 12 months of
a more complex aircraft. I will suggest Boeing did a much better job of getting
product out faster than Airbus even though Boeing built a more complex and
problematic aircraft at the onset.
Airbus
will brag about how trouble free its A350 is considering it did not attempt to
go all electric or risk an all new battery system as Boeing attempted. It
buried its troubles in the shop and not on the flight line photo lineup. In
sixty days Airbus will have a delivery number for the first twelve months with its
less complicated and advanced airplane. I don't think Airbus will deliver
another thirty A350's before January 2016, matching the Boeing feat in its
first 12 months of 787 production and delivery.
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