The market l ea ng A380 A380 May 2013

Size: px

Start display at page:

Download "The market l ea ng A380 A380 May 2013"

Stella Randall
7 years ago
Views:

1 The market leading A380 May 2013

2 The A380 commercial figures 262 firm orders 101 deliveries 161 order backlog 108,000 revenue flights 890,000 flight hours 39m passengers carried As of April 30th 2013

3 A380 gross orders since launch Gross Orders ( : reorder) Reorder Reorder Reorder Reorder 60 Reorder 40 Reorder Reorder Reorder 20 0 A380 Launch uninterrupted years of re-orders

20 0 A380 Launch 32 29 34 20 33 17 10 10 9 4 9 2001 2002 2003 2004

4 International air travel is concentrated 2011 cities with more than 10,000 daily long-haul passengers > 90% of long-haul traffic on routes to/from/via 42 cities 42 Aiti Aviation Mega-cities (2011) Long-haul traffic is concentrated on aviation mega-cities today 80% of these are slot constrained today Traffic as of month of September; Source: Airbus Long haul traffic: flight distance >2,000nm, excl. domestic traffic;

traffic is concentrated on aviation mega-cities today 80% of these are slot constrained today Traffic as

5 92 Megacities in 2031 each of them more congested May cities with more than 10,000 daily long-haul passengers > 95% of long-haul traffic on routes to/from/via 92 cities 92 Aviation Mega-cities (2031) More megacities with an even higher concentration of traffic 70% of these are slot constrained today Traffic as of month of September. Source: Airbus Long haul traffic: flight distance >2,000nm, excl. domestic traffic;

(2031) More megacities with an even higher concentration of traffic 70% of these are slot constrained

6 A380 operators benefit in constrained markets February 2013 vs. October 2007 Frequency Seats A380 Carriers +9% +45% +17% +33% +8% +41% -5% +16% +13% +51% Enabling growth at the busiest hubs, without excessive demand on slots

7 A380 increasing capacity and saving slots All A380 routes*: frequencies split by a/c type October 2007 February % 2% 4% 8% 8% 33% 5% 8% 747 (all) A / % ER 18% A / % 26% A / 500 / 600 A300 / 767 Single Aisle 11% The A380 does more than just replace the 747 * - based on February 2013 schedule. Source: OAG

21% 777 300ER 18% A330 200 / 300 54% 26% A340 300 / 500 / 600 A300 / 767 Single Aisle

8 Almost s still to be replaced :Top 15 Passenger Operators (2012) in service Foreseen retirements (24y old criteria) British Airways A380 deliveries Lufthansa 27 Foreseen deliveries i (30 a/c per year) Qantas Estimated a/c need United 24 Transaero Cathay Pacific 18 Korean Air Delta 16 China Airlines Virgin Atlantic 13 Thai 12 Saudia Malaysia 9 Air France 7 0 El Al Total 345 Substantial A380 market potential: replacement and growth Source: Ascend

400 Cathay Pacific 18 Korean Air 16 300 Delta 16 China Airlines 13 200 Virgin Atlantic 13 Thai 12 Saudia 11 100 Malaysia 9 Air France 7 0 El Al 6

9 Concentration of flights in long-haul markets: why Slots constraints (congestion at airports and in the airways) Passenger preference (night flights = higher yields) Time zones constraints (avoiding departures or arrivals at inconvenient times) Connectivity management (hub synchronization to reduce connecting time and maximize aircraft utilization)

zones constraints (avoiding departures or arrivals at inconvenient times) Connectivity

10 The A380 network as of March routes - 30 airports (of which h 28 are aviation mega-cities) May 2013 London Amsterdam Moscow Manchester Frankfurt Toronto Paris Munich Zurich Rome New York Washington DC Atlanta Houston Jeddah Dubai Guangzhou Beijing Seoul Bangkok Kuala Lumpur Singapore Shanghai Hong Kong Tokyo San Francisco Los Angeles Johannesburg Sydney y Singapore Airlines Emirates Qantas Air France Lufthansa Korean Air China Southern Malaysia Airlines Thai Airways British Airways Melbourne An A380 takes off or lands every 6 minutes Auckland Additional airline-announced / seasonal routes for 2013 shown dotted

Kong Tokyo San Francisco Los Angeles Johannesburg Sydney y Singapore Airlines Emirates Qantas Air France Lufthansa Korean Air China Southern Malaysia

11 The A380 is the answer to the market growth Weekly frequencies (one-way) With 116 weekly frequencies, Asia-Europe is the biggest A380 market Source: OAG IATA Summer 2013

12 Concentration of flights in long-haul markets Asia to Europe Departures per hour Night per riod for Euro ope arrivals departures Night perio od for Asian Premium (high yield) traffic prefers night flights 50 0 Growth through extra frequencies is not an option most long haul routes, resulting in an increase in aircraft size Source: OAG September 2012 Schedules

yield) traffic prefers night flights 50 0 Growth through extra frequencies is not an option most

13 ...and its demonstrated revenue potential +56% Airlines schedule the A380 at the most valuable timings Booking simulation performed on September 24 th 2012

14 The best, and totally unique, cabin in the sky Lowest noise levels Unmatched cabin width Wider seats & wider aisles More baggage space Low cabin altitude Latest entertainment & connectivity features

15 Airlines know the pulling-power p of the A the A380 superjumbo, which has been wildly popular with fliers since entering service in 2007 New York Times October 21 st, 2012

16 The A380 effect with Lufthansa Lufthansa has received an overwhelming positive customer response to the carrier's current A380 servicetotokyo, Beijing and Johannesburg, noting aloadfactor generally beyond 90%, and at the same time you have to understand we increased capacity by almost 50%. = 90% Jens Bischof Deutsche Lufthansa VP Americas Air Transport Intelligence news, 1 st March 2011 Average Load Factor Our goal was for the average earnings per seat to be no less than in other aircraft. In fact, they are greater.

17 A380 Effect on traffic and load factor Frankfurt-Tokyo rt o NRT and vv. May Total Passenger Volume and Seats Offered +52% Load Factor traffic increase 79% 74% 90% -17% Traffic decrease Traffic -7% Source: Sabre Capacity Traffic decrease 94% 81% 71% to to to to to to LH NH JL The A380 Effect: traffic increasing more than capacity Airbus estimates, based on Sabre data

79% 74% 90% -17% Traffic decrease Traffic -7% Source: Sabre Capacity Traffic decrease 94% 81% 71% 0 2009-06 to 2010-02 2010-06

18 A380 Effect on market share Frankfurt-Tokyo rt o NRT and vv. May 2013 Seats Offered Passenger Volume Jun 2009 Feb % 36% Jun 2010 Feb % 50% A380 market share increased more than capacity share Airbus estimates, based on Sabre data

40% 36% Jun 2010 Feb 2011 50% 50% A380 market share

19 The A380 effect is real, and quantifiable The A380 attracts passengers, boosting traffic and increasing i market share. The A380 s attractiveness raises load factors, as the increase in demand exceeds the increase in seat capacity. Higher demand and lower costs: new opportunities for revenue management and for competitive fare strategies.

The A380 s attractiveness raises load factors, as the increase in demand exceeds the

20 A380 More passengers, more range Seats 500 1,300nm more range than the ,100 more range than the ,400nm A ,500nm ,200nm Range (nm) The A380 delivers the range and capacity the market requires Airbus standard marketing rules

400 747-400 7,200nm 300 7000 7500 8000 8500 Range (nm) The A380 delivers

21 A380 baseline configuration today 525 seats & 14.7t cargo May First Class Seat pitch: Business Class No middle seat, seat pitch: 61 Cabin crew rest Flight 431 Economy Class crew rest Seat pitch: 32, seat width: 18.5 Seat pitch: 32, seat width: 18.5 Higher comfort standards than any competitor Cargo density: 160 kg/cu.m.

22 Airports visited by the A380 Abu Dhabi Cairo Hamburg London Heathrow Nice Shanghai Pudong Addis Ababa Chateauroux Hamburg (Finkenwerder) Los Angeles Noumea Shannon Adelaide Chengdu Hannover Lyon Orlando Sharm El Sheikh Al Ain Chiang Mai Hanoi Madrid Barajas Osaka Kansai Shijiazhuang Amsterdam Chicago O'Hare Hartford (Bradley) Malta Oshkosh Singapore Auckland Chitose Helsinki Manchester Oslo Stockholm Arlanda Athens Cincinnati Hong Kong Manila Ottowa Stuttgart Barcelona Cologne Honolulu Manila (Clark) Palma de Mallorca Sydney Bahrain Colombo Houston (George Bush Int.) Mauritius Paris Charles de Gaulles Taipei Bangkok Copenhagen Hyderabad (Bengumpet) Medellin Rio Negro Paris Le Bourget Tarbes Batam Darwin Hyderabad (Rajiv Gandhi) Melbourne Paris Orly Tianjin Beijing Delhi Iqaluit Melbourne (Avalon) Perpignan Tokyo Haneda Berlin Schoenefeld Dresden Istanbul Miami Perth Tokyo Narita Berlin Tegel Dubai (DXB) Istres Milan Point a Pitre Toronto Birmingham (UK) Dubai (DWC) Jakarta Milwaukee Prague Toulouse Bogota Dusseldorf Jeddah Minneapolis Rio De Janeiro Vancouver Bordeaux East Midlands Johannesburg Montreal Riyadh Vatry Boston Edmonton Karlsruhe Moron AB Rome Vienna Bremen Farnborough Keflavik Moscow Domodedovo San Francisco Vnukovo Brest Fort de France Kuala Lumpur Mumbai Santiago de Chile hl Washington Dulles Brisbane Frankfurt Kuwait City Munich Sao Paulo (GRU) Warsaw Bristol Filton Geneva La reunion Nadi (Fiji) Sao Paulo (VCP) Xian Brussels Getafe Leipzig Nagoya Chubu Seoul (Air base) Zhuhai Budapest Seoul Gimpo Linz Nantes Seoul Incheon Zhukovski air base Buenos Aires Guangzhou London Gatwick New York Kennedy Seville Zurich With more than 150 airports visited, small and large, airport compatibility is proven List as of as of December 31 st 2012

23 New A380-designed terminals on line in 2013 Airports welcome the A380

24 A380 benefits extend beyond the airport An additional daily A380 service from Dubai to Sydney would, on an annual basis, contribute an estimated: $342 million to Australia s GDP 4, FTE jobs (2,800 of which are in NSW) A380 multiplier effect offers significant direct and indirect benefits to airports and the regions they serve

25 A380 the quietest widebody aircraft Noise footprint from JFK: departure from runway 13R 85 db(a) contour 5,000 nm mission Noise contour surface (km 2 ) % - 60% A380 Full NADP* A380 MAX CLB** MAX CLB A Full NADP 40% more passengers, half the noise *Noise Abatement Departure Procedure - ** Maximum Climb Thrust

26 Love at first flight

27 This document and all information contained herein is the sole property of AIRBUS S.A.S. No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be reproduced or disclosed to a third party without the express written consent of AIRBUS S.A.S. This document and its content shall not be used for any purpose other than that for which it is supplied. The statements made herein do not constitute an offer. They are based on the mentioned assumptions and are expressed in good faith. Where the supporting grounds for these statements are not shown, AIRBUS S.A.S. will be pleased to explain the basis thereof. AIRBUS, its logo, A300, A310, A318, A319, A320, A321, A330, A340, A350, A380, A400M are registered trademarks.

A380 Commercial Update for JP Morgan

A380 Commercial Update for JP Morgan Jean-Pierre Dambrine A380 Marketing Director Commercial Update for JP Morgan 9 th Own the Sky All around the world All around the world The most efficient way to grow Network optimiser, yield booster The