John Leahy Chief Operating Officer, Customers
2014 Airbus headlines 1,456 net orders (1,503 in 2013) 6,386 aircraft backlog (5,559 end 2013) A landmark year - Airbus sales total grows to 15,271 629 aircraft delivered (626 in 2013)
2014 Airbus firm orders End November Gross Net 1,328 1,031 December CALC A320ceo/A321ceo/A320neo 100 Finnair A350 8 Aeroflot A320ceo/A321ceo 22 Lion Air A330-300 3 Latam A320neo/A321neo 13-13 A320ceo/A321ceo Undisclosed A320neo 35 Corporate customer -1 A380 ALC A320ceo 1 AirAsia X A330neo 55-15 A330ceo Undisclosed A320 Family 29 Continued
2014 Airbus firm orders December (continued) Gross Net Hawaiian A330neo 6-6 A350-800 Undisclosed A320 Family 40 International Airfinance Corp A330ceo 5 Avolon A330neo 15 Undisclosed A320 Family 20 Turkish Airlines A321neo 8 GECAS A320ceo 6 Transasia A330-800neo 4 Undisclosed A320 Family 70 Yemenia A320neo 4-4 A320ceo Undisclosed A320 Family 20 End December 1,796 gross 1,456 net A record year - 425 new orders added in December
2014 Airbus orders Gross Net A320ceo 504 310 A320neo 1,041 1,011 A330ceo 54 34 A330neo 120 120 A350 XWB 57-32 A380 20 13 TOTAL 1,796 1,456 Gross orders - 1,796 Best tally in the industry history To end 2014
Lessors financed 50% of Airbus deliveries in 2014 Deliveries 75.0% 50.0% SLB Direct Lessors deliveries in 2014-188 forward orders 25.0% 124 sale & leaseback 0.0% 2010 2011 2012 2013 2014
2014 Airbus and Boeing world market share Net order share since 1995 100 80 60 40 20 Boeing 82% Airbus 18% 0 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 Airbus 50.5% 1,456 aircraft Boeing 49.5% 1,432 aircraft To end 2014
2014 net market share Units Revenues Airbus 1,456 50.5% Boeing 1,432 49.5% Airbus $174.6 43% Boeing $232.9 57% 2,888 industry orders $407.5bn industry Data to end 2014
2014 market share by category net. 1,456 Airbus orders Single aisle 2,425 orders Widebody 450 orders VLA 13 orders A320 737 1,321 54% 1,104 46% A330 A350 122 27% 328 73% 767 777 777X 787 A380 747-8 13 100% 0 NEO 1,011 53% MAX 890 47% A350-32 787 41 100% A380 pax 13 100% 747-8 pax 0 Data to end 2014
2014 market share by category gross. 1,796 Airbus orders Single aisle 2,741 orders Widebody 583 orders VLA 22 orders A320 737 1,545 56% 1,196 44% A330 A350 231 40% 352 60% 767 777 777X 787 A380 747-8 20 91% 2 9% NEO 1,041 54% MAX 890 46% A350 57 47% 787 65 53% A380 pax 20 100% 747-8 pax 0 Data to end 2014
Combined year-end industry backlog of over 12,000 aircraft Airbus Boeing A320ceo 1,508 737NG 1,636 A320neo 3,621 737 MAX 2,663 A330 193 767 47 787 843 A330neo 120 777 233 A350 XWB 779 777X 286 777F 45 A380 165 747-8 24 747-8F 12 6,386 5,789 New Industry record 2014 - Airbus backlog increased by 827 aircraft
Delivery comparison over the last 10 years Annual deliveries 800 700 600 500 400 2005 to 2011 - Most deliveries 300 200 100 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Airbus Boeing To end 2014
1,545 A320 Family orders (gross) in 2014. (504 A320ceo, 1,041 A320neo) 11,514 6,385 5,129 Orders Deliveries Backlog A320-2.5 million passengers a day Data to end 2014
NEO leads the MAX in orders and customers 70 55 Customers Including 8 customers converting 135 A320ceo A320neo 3,621 orders 737 MAX 2,663 orders Customers Including 12 customers converting 242 737NG (4% conversions) (9% conversions) 58% market share Data to end 2014 Source: Airbus Orders & Deliveries, Boeing.com
At launch, A320neo lowered fuel burn per seat by 15% At launch -15% -15% -16% A319ceo A319neo A320ceo A320neo A321ceo A321neo 156 seats 156 seats 180 seats 180 seats 220 seats 220 seats 800 nm sector High density configuration
With increased exit limits, A320neo lowers fuel burn per seat by 20% Exit limit increase -17% -18% -21% A319ceo A319neo A320ceo A320neo A321ceo A321neo 156 seats 160 seats 180 seats 189 seats 220 seats 240 seats 800 nm sector High density configuration Airbus Cabin Flex (ACF) is an optional feature
In 2020 A320neo Family fuel burn per seat will be up to 23% lower Exit limit increase plus PW 2% PIP from 2019-19% -20% -23% A319ceo A319neo A320ceo A320neo A321ceo A321neo 156 seats 160 seats 180 seats 189 seats 220 seats 240 seats 800 nm sector High density configuration Airbus Cabin Flex (ACF) is an optional feature
A321LR extends market reach North - South routes special focus on Brazil East coast - Europe 3 310 103 Europe - Middle East Europe - West Africa North-Europe - Asia 8 45 Australia South-east Asia A321LR - 4000nm range more than a 757-200W 469 757 aircraft in service A321LR 2-cl 4,000nm range with 206 pax with PW Advantage. Typical airlines rules
A321LR flies farther than a 757-200W 25000 20000 15000 10000 5000 Payload Aircraft MTOW ACTs Pax Range 757-200W 115.6t - 198 3850nm A321neo 97t 3 206 4000nm A321LR - More range than a 757-200W 0 500 1500 2500 3500 4500 5500 Distance (nm) Typical airlines rules A321LR 2-cl 206 pax with PW Advantage 757-200W 2-cl 198 pax, used with 3% fuel mark-up
ALC is the launch customer for the A321LR A321LR - 30 aircraft commitment ALC wants a footprint in every promising market segment, including ones that can be opened by this new version of the A321neo. Steven F. Udvar-Hazy Chairman and CEO, ALC
Airbus Widebody Family: matching market demand
Airbus leads in widebody orders since A350 XWB launch Net widebody passenger and freighter orders since A350 XWB launch in December 2006 900 800 700 600 500 400 300 200 100 0 780 743 654 638 286 158 120 141 66 A380 A350 A330ceo A330neo 747-8 777X 777 787 767 Airbus 1,801 Boeing 1,785 Net orders December 2006 to end 2014
174 A330ceo/neo orders (gross) in 2014. (54 A330ceo, 120 A330neo) 1,467 1,154 313 Orders Deliveries Backlog A330-101 Operators worldwide *Commercial airline operators with passenger aircraft in-service and / or on order as at end each year. Unidentified operators excluded. Source: ASCEND
A330neo announced orders A330neo - 120 aircraft 25 A330-900neo 15 A330-900neo 15 A330-900neo 25 A330-900neo 6 customers 55 A330-900neo 12 A330-900neo 6 A330-800neo 4 A330-800neo
Delta orders 25 A350-900 and 25 A330-900neo A330/A350 XWB - A winning strategy A350-900 350 seats 7,500nm range 10% larger than 787-9 - more revenue on growing Pacific routes A330-900neo 310 seats 6,000nm range 14% lower fuel/seat than A330ceo - Delta s most profitable aircraft An optimized solution for trans-atlantic and trans-pacific Markets
57 new A350 XWB orders in 2014 780 firm orders 40 customers 779 backlog
A350 XWB A350 XWB - 25% lower cash operating costs
A380 operates on 94 routes, serving 44 destinations 317 152 165 Orders Deliveries Backlog A380 operations - 75 million passengers have enjoyed the A380 experience. An A380 takeoff or landing every 4 minutes At end 2014
A380 dominates the very large aircraft market with almost 90% market share Net orders and airlines customers for passenger aircraft 747-8 42 orders 12% 747-8 5 airlines 21% A380 317 orders 88% A380 19 airlines 79% Data to end 2014 Source: Airbus Orders & Deliveries, Boeing.com VIP not included
Air traffic doubles every 15 years World annual RPK* (trillion) 16 14 12 10 8 6 4 2 0 1973 1978 1983 1988 1993 1998 2003 2008 2013 2018 2023 2028 2033 Source: ICAO, Airbus GMF 2014
42 Mega-Cities worldwide Handling more than 10,000 long haul passengers per day 90%+ Of long-haul traffic on routes to/from/via 42 cities Source: GMF 2013; Cities with more than 10,000 daily passengers, Long haul traffic: flight distance >2,000nm, excl. domestic traffic;
71 Mega-Cities worldwide by 2023 Handling more than 10,000 long haul passengers per day 95%+ Of long-haul traffic on routes to/from/via 71 cities Source: GMF 2013; Cities with more than 10,000 daily passengers, Long haul traffic: flight distance >2,000nm, excl. domestic traffic;
and 91 Mega-Cities by 2033 Handling more than 10,000 long haul passengers per day 99% Of long-haul traffic on routes to/from/via 91 cities Source: GMF 2013; Cities with more than 10,000 daily passengers, Long haul traffic: flight distance >2,000nm, excl. domestic traffic;
Scheduling the right capacity at the right time: Asia to Europe as example Departures per hour 350 300 250 200 150 100 Night period for Europe arrivals Night period for Asian departures Long Haul passengers - Pay more for night flights +8% yield premium 50 0 Source: OAG / Sabre
Daily A380 departures from Los Angeles Seoul Tokyo July 2011 Guangzhou October 2012 October 2011 Sydney October 2008 x2 x1 x1 x1 Seoul August 2014 x1 x1 x2 Los Angeles x1 x1 London September 2013 Paris May 2012 Dubai December 2013 A380 at LAX - 11 daily flights Melbourne October 2008 OAG December 2014
Daily A380 departures at Heathrow Kuala Lumpur Washington October 2014 Los Angeles September 2013 x1 Hong Kong x1 October 2013 x2 X1* x1 July 2012 October 2014* Singapore A380 at LHR - 20 daily flights x2 London x2 x1 Doha X1** x5 x2 x2 Dubai March 2008 December 2008 Sydney/Dubai Johannesburg February 2014 October 2014 Abu Dhabi December 2014 January 2013 OAG December 2014 * Daily frequencies from Feb 2015 ** Daily frequencies from Jan 2015
A380 network growth in 2014 Los Angeles Dallas Dubai The longest A380 flights > 16 hours A380 in 2014-22 new routes 10 new destinations Sydney
3 new A380 operators in 2014 New A380 operators - Three new Flagship fleets
A winning product range Undisputed industry Flagship The winning combination Strong market recognition of complementary roles Single aisle leader
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