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Airbus — Airbus Annual Press Conference 2015
40 slides from Airbus's conference presentation, Jan 13, 2015
Slide 1: Airbus Annual Press Conference 13th January 2015
Airbus Annual Press Conference 13th January 2015 John Leahy Chief Operating Officer, Customers
Slide 2: 2014 Airbus headlines
Airbus Annual Press Conference 13th January 2015 2014 Airbus headlines 1,456 net orders (1,503 in 2013) A landmark year - Airbus sales total 6,386 aircraft backlog (5,559 end 2013) grows to 15,271 629 aircraft delivered (626 in 2013) © AIRBUS all rights reserved. Confidential and proprietary documen
Slide 3: 2014 Airbus firm orders
Airbus Annual Press Conference 13th January 2015 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
Slide 4: 2014 Airbus firm orders (continued)
Airbus Annual Press Conference 13th January 2015 2014 Airbus firm orders December (continued) Gross Net A record year Hawaiian A330neo 6 -6 A350-800 - Undisclosed A320 Family 40 425 new International Airfinance Corp A330ceo 5 Avolon A330neo 15 orders Undisclosed A320 Family 20 added in Turkish Airli
Slide 5: 2014 Airbus orders
Airbus Annual Press Conference 13th January 2015 2014 Airbus orders Gross orders Gross Net - A320ceo 504 310 1,796 A320neo 1,041 1,011 Best tally in A330ceo 54 34 the industry history A330neo 120 120 A350 XWB 57 -32 A380 20 13 TOTAL 1,796 1,456 To end 2014 © AIRBUS all rights reserved. Confidential
Slide 6: Lessors financed 50% of Airbus deliveries in 2014
Airbus Annual Press Conference 13th January 2015 Lessors financed 50% of Airbus deliveries in 2014 Deliveries 75.0% Lessors’ SLB Direct deliveries in 2014 - 50.0% 188 forward orders 124 sale & leaseback 25.0% 0.0% 2010 2011 2012 2013 2014 © AIRBUS all rights reserved. Confidential and proprietary do
Slide 7: 2014 Airbus and Boeing world market share
Airbus Annual Press Conference 13th January 2015 2014 Airbus and Boeing world market share Net order share since 1995 100 Boeing 80 82% Airbus 50.5% 60 1,456 aircraft Boeing 40 49.5% 1,432 aircraft 20 Airbus 18% 0 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 To end 2014 © AIRBUS all rights
Slide 8: 2014 net market share
Airbus Annual Press Conference 13th January 2015 2014 net market share Units Revenues Airbus Airbus Boeing Boeing 1,456 $174.6 $232.9 1,432 50.5% 43% 57% 49.5% 2,888 industry $407.5bn orders industry Data to end 2014 © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 9: 2014 market share by category – net
Airbus Annual Press Conference 13th January 2015 2014 market share by category – net. 1,456 Airbus orders Single aisle Widebody VLA 2,425 orders 450 orders 13 orders A320 737 A330 767 A380 747-8 A350 777 122 777X 0 1,104 27% 787 1,321 13 54% 46% 328 100% 73% NEO 1,011 53% A350 -32 A380 pax 13 100% M
Slide 10: 2014 market share by category – gross
Airbus Annual Press Conference 13th January 2015 2014 market share by category – gross. 1,796 Airbus orders Single aisle Widebody VLA 2,741 orders 583 orders 22 orders A320 737 A330 767 A380 747-8 A350 777 2 777X 9% 1,196 231 787 1,545 44% 40% 352 56% 60% 20 91% NEO 1,041 54% A350 57 47% A380 pax 20
Slide 11: Combined year-end industry backlog of over 12,000 aircraft
Airbus Annual Press Conference 13th January 2015 Combined year-end industry backlog of over 12,000 aircraft Airbus Boeing 2014 A320ceo 1,508 737NG 1,636 - A320neo 3,621 737 MAX 2,663 Airbus A330 193 767 47 backlog 787 843 increased by A330neo 120 777 233 827 aircraft A350 XWB 779 777X 286 777F 45 A3
Slide 12: Delivery comparison over the last years
Airbus Annual Press Conference 13th January 2015 Delivery comparison over the last 10 years Annual deliveries 800 2005 to 2011 700 - 600 Most 500 deliveries 400 300 200 100 Airbus Boeing 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 To end 2014 © AIRBUS all rights reserved. Confidential and pr
Slide 13: A320 Family orders, deliveries and backlog
Airbus Annual Press Conference 13th January 2015 1,545 A320 Family orders (gross) in 2014. (504 A320ceo, 1,041 A320neo) A320 11,514 6,385 5,129 - 2.5 million Orders Deliveries Backlog passengers a day Data to end 2014 © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 14: NEO leads the MAX in orders and customers
Airbus Annual Press Conference 13th January 2015 NEO leads the MAX in orders and customers 70 Customers A320neo 737 MAX 55 Customers 3,621 2,663 orders orders Including Including 8 customers converting 12 customers converting 135 A320ceo 242 737NG (4% conversions) (9% conversions) 58% market share D
Slide 15: At launch, A320neo lowered fuel burn per seat by 15%
Airbus Annual Press Conference 13th January 2015 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 © AIRBUS all rights rese
Slide 16: With increased exit limits, A320neo lowers fuel burn per seat by 20%
Airbus Annual Press Conference 13th January 2015 With increased exit limits, A320neo lowers fuel burn per seat by 20% Exit limit increase -17% -18% -21% A319ceo A319neo A320ceo A320neo A321ceo A321neo 800 nm sector 156 seats 160 seats 180 seats 189 seats 220 seats 240 seats High density configuratio
Slide 17: In 2020 A320neo Family fuel burn per seat will be up to 23% lower
Airbus Annual Press Conference 13th January 2015 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 800 nm sector 156 seats 160 seats 180 seats 189 seats 220 seats 240 seats Hig
Slide 18: A321LR extends market reach
Airbus Annual Press Conference 13th January 2015 A321LR extends market reach A321LR - 103 North-Europe - 4000nm East coast - Europe Asia range – more than 310 Europe - a 757-200W 3 Middle East Europe - North - South routes West Africa 8 special focus on Brazil Australia – 45 South-east Asia A321LR 2
Slide 19: A321LR flies farther than a 757-200W
Airbus Annual Press Conference 13th January 2015 A321LR flies farther than a 757-200W Payload A321LR 25000 - More range 20000 than a 757- 15000 200W Aircraft MTOW ACTs Pax Range 10000 757-200W 115.6t - 198 3850nm A321neo 97t 3 206 4000nm 5000 0 500 1500 2500 3500 4500 5500 Typical airlines rules A32
Slide 20: ALC is the launch customer for the A321LR
Airbus Annual Press Conference 13th January 2015 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 © AIR
Slide 21: Widebody Family: matching market demand
Airbus Annual Press Conference 13th January 2015 Airbus Widebody Family: matching market demand © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 22: Airbus leads in widebody orders since A350 XWB launch
Airbus Annual Press Conference 13th January 2015 Airbus leads in widebody orders since A350 XWB launch Net widebody passenger and freighter orders since A350 XWB launch in December 2006 900 780 800 743 700 654 638 600 500 400 286 300 200 158 141 120 100 66 0 A380 A350 A330ceo A330neo 747-8 777X 777
Slide 23: A330ceo/neo orders (gross) in 2014
Airbus Annual Press Conference 13th January 2015 174 A330ceo/neo orders (gross) in 2014. (54 A330ceo, 120 A330neo) A330 1,467 1,154 313 - 101 Orders Deliveries Backlog Operators worldwide *Commercial airline operators with passenger aircraft in-service and / or on order as at end each year. Unidenti
Slide 24: A330neo announced orders
Airbus Annual Press Conference 13th January 2015 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 © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 25: Delta orders A350-900 and A330-900neo
Airbus Annual Press Conference 13th January 2015 Delta orders 25 A350-900 and 25 A330-900neo A330/A350 XWB - A winning strategy A350-900 A330-900neo 350 seats 310 seats 7,500nm range 6,000nm range 10% larger than 787-9 14% lower fuel/seat than A330ceo - more revenue on growing Pacific routes - Delta
Slide 26: 57 new A350 XWB orders in 2014
Airbus Annual Press Conference 13th January 2015 57 new A350 XWB orders in 2014 780 40 779 firm orders customers backlog © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 27: A350 XWB: 25% lower cash operating costs
Airbus Annual Press Conference 13th January 2015 A350 XWB A350 XWB - 25% lower cash operating costs © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 28: A380 operates on 94 routes, serving 44 destinations
Airbus Annual Press Conference 13th January 2015 A380 operates on 94 routes, serving 44 destinations A380 operations 317 152 165 - 75 million Orders Deliveries Backlog passengers have enjoyed the A380 experience. An A380 takeoff or landing every 4 minutes At end 2014 © AIRBUS all rights reserved. Co
Slide 29: A380 dominates the very large aircraft market
Airbus Annual Press Conference 13th January 2015 A380 dominates the very large aircraft market with almost 90% market share Net orders and airlines customers for passenger aircraft 747-8 42 747-8 orders 5 12% airlines 21% A380 A380 317 orders 19 airlines 88% 79% Data to end 2014 Source: Airbus Order
Slide 30: Air traffic doubles every 15 years
Airbus Annual Press Conference 13th January 2015 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 © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 31: 42 Mega-Cities worldwide
Airbus Annual Press Conference 13th January 2015 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, exc
Slide 32: 71 Mega-Cities worldwide by 2023
Airbus Annual Press Conference 13th January 2015 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 >2,00
Slide 33: … and 91 Mega-Cities by 2033
Airbus Annual Press Conference 13th January 2015 … 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,
Slide 34: Scheduling the right capacity at the right time: Asia to Europe
Airbus Annual Press Conference 13th January 2015 Scheduling the right capacity at the right time: Asia to Europe as example Departures 350 per hour Night period Long Haul Night period for for Asian passengers 300 Europe arrivals departures - 250 Pay more for 200 night flights 150 +8% yield 100 premi
Slide 35: Daily A380 departures from Los Angeles
Airbus Annual Press Conference 13th January 2015 Daily A380 departures from Los Angeles Seoul A380 at LAX Seoul October 2011 August 2014 London - 11 daily September 2013 x2 x1 Tokyo x2 flights July 2011 x1 Paris x1 May 2012 x1 Guangzhou October 2012 x1 x1 x1 Los Angeles Dubai Sydney December 2013 Oc
Slide 36: Daily A380 departures at Heathrow
Airbus Annual Press Conference 13th January 2015 Daily A380 departures at Heathrow Kuala Lumpur July 2012 A380 at LHR Washington Hong Kong October 2013 - October 2014 x1 20 daily Los Angeles September 2013 x1 x2 X1* October 2014* flights Singapore x1 x2 x2 London March 2008 x2 x2 x5 x1 X1** Dubai Do
Slide 37: A380 network growth in 2014
Airbus Annual Press Conference 13th January 2015 A380 network growth in 2014 The longest A380 in 2014 A380 flights > 16 hours - 22 new routes Los Angeles Dallas Dubai 10 new destinations Sydney © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 38: New A380 operators in 2014
Airbus Annual Press Conference 13th January 2015 3 new A380 operators in 2014 New A380 operators - Three new Flagship fleets © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 39: A winning product range
Airbus Annual Press Conference 13th January 2015 A winning product range Undisputed industry Flagship The winning combination Strong market recognition of complementary roles Single aisle leader © AIRBUS all rights reserved. Confidential and proprietary document.
Slide 40: 13th January 2015
Airbus Annual Press Conference 13th January 2015 © AIRBUS (Airbus S.A.S., Airbus Operations S.A.S., Airbus Operations GmbH, Airbus Operations LDT, Airbus Opeartions SL, Airbus China LTD, Airbus (Tianjin) Final Assembly Company LTD, Airbus (Tianjin) Delivery Centre LTD). All rights reserved. Confiden