Boeing is six months through the
order year. Critical is the programs viability for producing both the 737 NG
and the 737 Max. An optimal transition pace from the NG to the Max is critical.
In essence, Boeing would like a full NG order book through 2020 after which the
Max becomes the predominant production floor model in Renton, WA. The
Boeing book as of May 2016 has about 1,215 unfilled 737 NG for all types. A
sufficient backlog number for keeping the production at current levels.
“A little
more detail came out regarding the proposed commercial aircraft deal between
Boeing and Iran. There are no 787s in the deal but here is the breakout:”
Direct purchase:
4 x 747-8I
15 x 777-9
15 x 777-300ER
6 x 737 NG
40 x 737MAX
Lease:
29 x 737 NG
Direct purchase:
4 x 747-8I
15 x 777-9
15 x 777-300ER
6 x 737 NG
40 x 737MAX
Lease:
29 x 737 NG
During
2016, a problem for Boeing would be maintaining an order flow for both the NG
and the MAX. So far so good, as it has booked orders in an almost 50/50 split
for both the NG and the Max (see tables below). The NG has about 46% of the
orders and the Max about 54% of booked 737.
Total
NG's ordered Year-To-Date:
Snagged from Boeing Data
Total Max ordered Year-To-Date:
Per Boeing
The total un-adjusted book count
is for 265 single aisle aircraft accumulated since January 1, 2016 until June
20, 2016. Production units per month does not equate with orders received and
the backlog continues to grow, thus a smooth production output will be achieved
when Boeing increases to fifty-two units a month in the near future.
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