Boeing Delays Ultra Long Range 777X

This has the potential to be yet another big blow to Boeing.

The A350-1000ULR is coming…

Yesterday I wrote about how Airbus is expected to soon announce the A350-1000ULR, which would be the longest range plane in the world. While this plane would be useful for quite a few airlines, presumably the target customer here is Qantas, which is looking for a plane that can fly nonstop from Sydney and Melbourne to London and New York.

This would essentially be a longer range and higher capacity version of the A350-900ULR, which Singapore Airlines uses to currently operate the world’s longest flight, between Singapore and Newark.

We’ve known that both Airbus and Boeing are competing to build a plane that can meet Qantas’ specifications. Well, it looks like Boeing isn’t doing as well competing here as they should be.

Boeing delays ultra long range 777X

Boeing has revealed that they’re delaying the introduction into service of an ultra long range version of the 777X. It goes without saying that Boeing is dealing with quite a few problems as it stands, including:

  • The grounding of the 737 MAX
  • The delay of the standard 777X into service, due to engine issues (the plane was already supposed to have its first flight, but that has now been pushed into 2020)

As a Boeing spokesperson describes their situation:

“We reviewed our development program schedule and the needs of our current 777X customers and decided to adjust the schedule.

The adjustment reduces risk in our development program, ensuring a more seamless transition to the 777-8. We continue to engage with our current and potential customers on how we can meet their fleet needs. This includes our valued customer Qantas.”

While Boeing claims they still want to compete in this segment, it sure sounds to me like Airbus may be winning Qantas’ business by default here. Qantas is hoping to launch these ultra long haul flights by 2023 at the latest, and with Boeing pushing back their schedule, it’s highly unlikely they can meet Qantas’ needs.

Bottom line

It sure is a tough time for Boeing. Boeing is struggling to get the 737 MAX back into service and limiting the delays associated with the 777X, and all of their efforts are going into that.

Meanwhile Airbus has announced the A321XLR and is expected to soon announce the A350-1000ULR, and in both cases Boeing doesn’t have a direct competitor. Airbus sure is having quite a bit of success post-A380.

If everything is as it seems, I would imagine within several months Qantas will announce that they’ve selected the A350-1000ULR for their ultra long haul plans.

I think the big question at this point is what other airlines would be interested in a plane like the A350-1000ULR. If there’s not that much interest beyond Qantas, I have a hard time imagining Boeing would move forward with the development of such a plane.

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peteremcc Guest

If I had to guess, I would assume the causation runs the other way. Qantas have probably already picked Airbus, without it being announced yet, and Boeing have found and and decided to “delay”.

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Traveldude67 Guest

@ Garrett wow, really? Boeing's management should be fired, prosecuted and forced to pay restitution from their own assets. I am a life-long capitalist that believes the market should be allowed, in most cases, to regulate itself. However, the criminals in Boeings’ boardroom repeatedly committed fraud and knowingly allowed these planes to fly – which be legal definition makes them guilty of second degree murder. Just no one is willing to do anything as it would expose the hypocrisy that the FAA went along with it.

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Noah Bowie Guest

I'd expect an order from Qantas consisting of the A350-1000ULR for project sunrise ultra long haul flights. A350-900ULR could be on the cards if they want to expand to other European cities such as Paris Frankfurt, Rome and Madrid. A350-900 or A330-900neo as a replacement for their aging fleet of A330's. A321XLR for an expansion into secondary Asian cities. A320neo family to replace their also aging 737's. A220's as a replacement for much of the old Qantas link fleet. While I doubt this will happen in one go I would not be surprised to see orders such as these in the near future as part of the Australian flag carrier's expansion.

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The nice Paul Diamond

@ Jake Times change. There’s no denying Boeing’s huge contribution to aircraft innovation. But it’s therefore inevitable that Airbus will then be a follower, as a new entrant in a mature market. As it happens I think you’re at least partly right at the market segment level, Airbus has generally followed Boeing (eg, A350 following 787); but when it does so it seems much sharper at giving customers what they want. It uses emerging technologies more cautiously (eg, no Lithium-Ion batteries on Airbus) but carefully (compare the use of composites in construction). When Airbus innovates (eg, A380) it has, so far, got it wrong. But it also seems to understand other people’s innovations better (its takeover of Bombardier’s range of small jets to give us the A220 family is a great example). It’s different in the military field where Boeing is clearly a vastly more profitable operator (check out the Airbus A400M as a case study in how to start brilliantly but get so much wrong). But I agree with others, it would be better for all of us if there’s more than one major supplier in civil aviation. I hope Boeing gets its act together.

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MKLDH Gold

I don't know why some people are so fascinated by defending Boeing... Clearly the company is having quite some problems and Airbus is taking the upper hand in this round, thus a little criticism against Boeing should be considered as constructive and helpful. But some commenters here are just like: "HOW DARE YOU SAY A BAD THING ABOUT BOEING!" Calm down man. There's never a permanent winner in the game of aviation.

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