[新聞] 空巴正積極與日航及全日空討論A350訂單
空巴正積極與日航及全日空討論A350訂單
1. JAL 可能9月前會下單多達20架的A350,以取代老舊的777
2. ANA 沒詳述,只說 ...are advanced.
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Airbus Said to Discuss A350 Order From Biggest Japanese Carriers
By Andrea Rothman and Robert Wall on May 14, 2013
http://www.businessweek.com/news/2013-05-14/
airbus-said-to-discuss-a350-order-from-largest-japanese-airlines
Airbus SAS is in discussions with Japan’s two biggest carriers about an
order for its A350-1000, a long-range plane aimed at eroding Boeing Co. (BA)’
s dominance in wide-body aircraft, three people familiar with the talks said.
Negotiations with ANA Holdings Inc. (9202) and Japan Airlines Co. (9201) are
advanced, and JAL may place an order by September to replace some of its
older Boeing 777s, said two of the people, who asked not to be identified
because talks are continuing. JAL, which has never bought Airbus aircraft,
may purchase as many as 20 of the biggest A350 variant, one of the people
said.
An order for Airbus’s newest model from Japan would mark a victory for the
European planemaker in a market where Boeing has enjoyed near total hegemony
for decades. Those ties were underpinned on the 787 Dreamliner, with more
than a third of the structure built by Japanese suppliers. Boeing made JAL
and ANA the first operators, only to see the premiere sour amid a months-long
grounding of the fleet after batteries caught fire.
“An A350 order by JAL would be a disaster for Boeing,” said Richard
Aboulafia, vice president of the Teal Group, a Fairfax, Virginia-based
aerospace forecaster. “The Boeing-Japanese relationship is the longest and
most important global relationship in aerospace history. If they really do
choose an Airbus plane that would be a vote of no-confidence in Boeing.”
Three Variants
JAL looks at all types of aircraft, spokesman Kazunori Kidosaki said when
asked about the talks. ANA hasn’t started discussing what plane it may buy
after the current 777, spokeswoman Megumi Tezuka said. Stefan Schaffrath, a
spokesman for Airbus in Toulouse, France, said the company doesn’t comment
on discussions with existing or potential customers.
The first variant, the A350-900, will seat 314 and is set to enter service by
late 2014, with the debut flight planned for mid-2013. A smaller variant, the
A350-800 will follow in 2016, with the largest, the A350-1000, slated for
late 2017.
Airbus says the A350-1000, which costs $332.1 million at list price, will
offer 25 percent better operating economics than Boeing’s best-selling
777-300ER.
To counter the potential threat from Airbus, Boeing has begun marketing a
successor to its 777, the 777X. Boeing first disclosed potential plans to
offer a 777 replacement at the Paris Air Show in 2009. Four years later,
Boeing has begun marketing the 777X though hasn’t yet committed to building
the plane. Chief Executive Officer James McNerney has said Boeing expects to
have the plane in service around the end of the decade.
Keep Waiting
ANA and JAL “are both 777 customers, but how long can you be expected to
wait for the 777X” said Robert Mann, an aerospace consultant based in Port
Washington, New York.
As of Dec. 31, JAL had 46 Boeing 777s in its fleet, while ANA had 52 777s as
of the end of April, according to the companies’ websites.
While Airbus is on par with its rival globally, the European company has a
market share of less than 5 percent in Japan, the world’s third-largest
economy after the U.S. and China, and home to Haneda Airport, among the
busiest globally.
Boeing’s stumbles on its 787 Dreamliner, which debuted three years behind
schedule and was grounded for more than three months, may help Airbus win the
endorsement of local subcontractors that have typically shunned the European
company as the risky upstart.
Japanese companies designed and made 35 percent of the structure of the 787,
with Mitsubishi Heavy Industries Ltd. (7011) supplying the wings and Kawasaki
Heavy Industries Ltd. (7012) and Fuji Heavy Industries Ltd. (7270) building
part of the front fuselage section and center wing boxes.
The record level of work for Japanese suppliers coincided with Japan’s
airlines being among the Dreamliner’s top clients. ANA placed the first
order for the model in 2004, for 50 planes, and JAL ordered 35.
Boeing hasn’t said yet whether it will ask Japanese companies to build the
wing for the 777X or take that work back in house.
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