Boeing needs to stop the bleeding at the single aisle level.
Confronted with costs it proposes the Max 737-10X as the weapon of choice
hoping to supersede the A-321 NEO success. 230 seats with a higher stance
protecting its tail during take -off and the CFM basis for engines mounting. It
could hang the CFM in a wider diameter improving fuel consumption.
What is not known,
is the multi billion dollar question. How far will it fly? The key statistic
moves Euro-American airlines to the Max. Boeing hasn't set the target range
even though it has built the paper airplane. The second question arises, will
there be a “True Middle of the Market (MOM)” or is this a stop gap planning for
the next ten years?
The MOM isn't dead
having the 737 MAX-10X. Boeing will not violate the MOM market potential from its
single aisle with multiple sizes fits all family of aircraft. Boeing is closer
to building this 737-10X than a true MOM, as it has an immediate confrontation
with the A321-NEO since it robs market share away from Boeing each month.
A stop gap shim is needed sooner rather than later and a 737-Max-10X
could change the single aisle dynamics before any 737 expansion thoughts becomes
a lost cause.
Boeing knows this and will announce soon, perhaps suggesting why
there was no end of 2016 year announcement for a new MOM type. This concept is
in motion will address building more value into the 737 family with a less
expensive R&D costs associated with any new clean-sheet aircraft. The True
MOM will wait. If a new dual aisle follows after the 757 it becomes a 3.0
version. Therefore, a 737 Max-10X is version 2.5 coming from the single aisle
class.
In order to win
this battle with Airbus, a 737-10X must fly further and more efficiently than
the A-321NEO, having the same passenger capacity. If they don't achieve a
design superiority or customer appeal over Airbus, then Boeing must regroup its
plan going 10 years out while Airbus keeps mopping up the large end of single
aisle. Boeing will counter punch with a fighter’s chance in this match.
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