Aernnova’s main customers’ programs and projections

Executives from some of our major customers have held their usual annual meeting with the media to discuss the past year and give their forecasts for the future.

All agree that demand for small and medium-sized aircraft will gradually continue to recover to pre-COVID levels as air traffic recovers.

On the other hand, the invasion of Ukraine does not affect overall traffic, but the industry’s adaptation of local activities, the supply of titanium and the location of some of its research and development centres. Other factors such as fuel prices, personnel shortages and environmental protests do not have a significant adverse impact either.

The above elements have led to the major economic crisis in which we still find ourselves, affecting the entire supply chain. This crisis has affected the supply of electronic components, raw materials (especially the engine industry) and energy.

In the coming years, Asia will account for more than 40% of new aircraft deliveries, North American and European airlines will account for just 21% and 17% respectively, and Middle Eastern airlines 7%, but with a direct impact on long-range aircraft deliveries. Airbus and Boeing will remain the leading manufacturers and will share 88% of the market for at least the next 20 years.

Let´s take a look at some programs figures and forecasts from our main customers

AIRBUS

In 2022 Airbus delivered 661 commercial aircraft with a breakdown of 53 A220s, 516 A320 family aircraft, 32 A330s and 60 A350s. (611 in 2021). Airbus has an overall aircraft delivery forecast for 2023 of 720 aircrafts. Statements by Airbus executives indicate that priorities for 2023 include securing growth, continuing to increase the A320 production rate to reach 75 units by 2025, and further advancing decarbonisation and enhancing Europe’s importance in defence.

Airbus is committed to hydrogen, with Sustainable Aviation Fuel (SAF) as an intermediate step until the technologies needed to use hydrogen become available. “In the long term, aviation is either sustainable or it won’t exist. The Airbus project is for a 100-seat aircraft capable of flying 1,000 miles (1,800 km), which will lies halfway between the upper arc of the A220 in terms of capacity, and the lower arc of the A320. Although Airbus aims to bring the zero-emission aircraft into service by 2035, “the replacement of existing aircraft will not happen overnight, so the two technologies will coexist for many years to come.

Additionally, for Airbus Spain, one of the pillars is the Defence activity with several significant milestones in 2022: signature of the Eurodrone project, launch of the FCAS project, conversion of the first A330 MRTT of the Spanish Air Force, the adaptation in 2023 of the firefighting kit for the A400M, and the possibility of the new national programme to replace F/A-18 Hornet with Eurofighters.

Finally, Airbus highlights the integration of the two centers that the company has in Cádiz, Puerto Real and Puerto de Santamaría, into a single center in the second one.

EMBRAER

Embraer increased deliveries by 12.7% in 2022 compared to 2021. As of 31 December 2022, commercial aircraft deliveries stood at 60 aircraft for 2022, of which 48 were E195-E2s, with 65-70 expected for 2023. Business jet deliveries were on target at 102 for 2022 and between 120-125 for 2023.

Embraer delivered 80 jets in the fourth quarter of 2022, of which 30 were commercial and 50 executive (33 light and 17 midsize). For the year, the company delivered 159 aircraft (57 commercial and 102 executive). Embraer increased the number of aircraft delivered by 12.7% compared to 2021.

During 2022, Embraer and the global aerospace and defence industry as a whole experienced material shortages and supply chain constraints that affected delivery targets.

Embraer expects this scenario to improve through 2023, which should support the current delivery rebound and help meet its delivery target.

Embraer’s firm order backlog at the end of 2022 was 297 aircraft. Still below pre-pandemic levels, Embraer is working to boost sales of its E2 aircraft in the commercial segment and Praetor and Phenom in the business segment. Its market position is strong in both segments. In addition, the Company is pursuing business diversification into Services & Support and green and sustainable aviation, which will increase in importance in the coming years.

In addition, Embraer has unveiled new aircraft concepts powered by new technologies and renewable energy, the company has focused on two 19-30 seat designs for hybrid electric and hydrogen electric propulsion, as part of the company’s progress report on energy, Embraer’s initiative to bring the aviation industry to net zero by 2050.

Source:
https://www.airbus.com/
https://embraer.com/global