C9 19 joke

As the old saying goes, kill him while he is ill. This time Airbus was planted on Boeing 737Max, which made the world very anxious to stop flying Boeing 737Max. As shown in the figure below, Boeing's share price fell again and again. The door in the middle is really open. As an old rival of Boeing, Airbus is also expected to take Boeing away and become the first in the industry.

But from all aspects, it is still very difficult for Airbus to take this wave to return to the top of the industry. First of all, Airbus itself has just experienced a "Waterloo" here. That is the Big Mac A380 that originally carried Airbus's dream of dominating the industry, as shown in the following figure. Just one month before the accident of Boeing 737Max technology in Egypt Air, Airbus said that it would completely stop production of A380 passenger aircraft in 20021year, and once spent more than 25 billion US dollars on research and development, which was equivalent to Airbus' profit for five years. Therefore, it is uncertain whether Boeing will lose more on the 737Max or Airbus will lose more on the A380.

Secondly, Airbus may not be able to make up for the vacancy in the narrow-body passenger aircraft market caused by Boeing 737Max. Although Boeing 737Max has a bad reputation now, Airbus is facing a big problem, that is, its A320NEO production has been unable to get up for various reasons, especially the engine. It is said that in 20 18, because of the engine supply chain problem, who made all the good civil engines American? The production of Airbus A320 series aircraft is only over 500, even only 20 17 17. So Boeing's position has been given up, and whether Airbus can take it is another matter.

In addition, Boeing has firmly grasped the wide-body passenger aircraft market and has great technical advantages in the short term. As can be seen from the following figure, among the wide-body passenger planes with more than 200 seats, Boeing's planes are all good, and Airbus has almost no strength in World War I without the cold A380. The most direct performance is that in the wide-body aircraft market, Boeing's market share is almost twice that of Airbus. Although the wide-body passenger plane is only a small part of all passenger planes, it is a symbol of technology and strength. As long as this meal exists, Boeing is absolutely irreplaceable in the industry.

Finally, Boeing's own technology accumulation is profound and its strength is good, so it is difficult to be dragged down by Airbus. Boeing's market value has exceeded 200 billion dollars, while Airbus's market value is only about 1000 billion dollars, which is still a long way from Boeing. The Boeing 737Max accident may shorten the gap with Boeing, but the huge gap in technology and economy is not so easy to smooth out.

Therefore, it is difficult for Airbus to turn over and be the master, and in turn, press Boeing.