Market Realities and Partnership with Morocco

Transcription

1 Market Realities and Partnership with Morocco Dr. Fariba Alamdari Vice President, Marketing Boeing Commercial Airplanes May 2014 The statements contained herein are based on good faith assumptions and are to be used for general information purposes only. These statements do not constitute an offer, promise, warranty or guarantee of performance.

2 Agenda Realities of our Marketplace Meeting our Customers Needs Boeing in Morocco

3 Realities of our Marketplace

4 Near-term view World economy continues to strengthen Pax traffic growth above long-term average Cargo traffic still weak but improving Airlines profitable

5 2012 to 2032 World economy (GDP) 3.2% Number of airline passengers 4.1% Airline traffic (RPK) 5.0% Cargo traffic (RTK) 5.0%

6 Airplane deliveries: 35, ,000 24,670 20,000 Market value: $4.8T ,500 2,000 $2,290B 15,000 10,000 1,500 1,000 $1,100B $1,090B 5, ,020 Regional jets 6% Singleaisle 70% 4,530 Small 13% 3,300 Medium 9% 760 Large 2% $80B Regional jets 2% Singleaisle 47% Small 23% Medium 22% $280B Large 6%

7 Backlog ($B) Q Twin- Aisle 52% Large 2% ME, Central & S. Asia Leasing, Gov't & BBJ Europe & Russia Model Region China, East & SE Asia 767 Single- Aisle 46% North America L. America & Africa Asia Pacific 737

8 Airplane deliveries: 24,300 Projected demand for new airplanes through 2032 (less backlog) 25,000 Market value: $2.8T Projected value for new airplanes through ,500 20,000 15,000 16,699 2,000 1,500 $1,551B 10,000 1,000 $700B $934B 5, ,340 Regional jets Singleaisle 2,877 Small 2,830 Medium 547 Large $53B Regional jets Singleaisle Small Medium $202B Large

9 Europe Middle East Within Africa North America China South Asia Southeast Asia South America Oceania 2012 traffic 5.8% 7.1% 8.8% 6.7% 8.7% 5.1% 7.5% 6.3% Added traffic Africa Average Growth: 5.7% Africa GDP Growth: 4.4% Annual growth % 4.8% RPKs (billions)

10 Africa will need 1,070 new airplanes valued at $130 billion Airplane deliveries: 1, Regional jets 7% 730 Singleaisle 68% 250 Small 23% Market value: $130 billion $2B 0 Medium Large Regional jets 2% 0% 1% $60B $60B Singleaisle 46% Small 46% $10B Medium 7% $0B Large 0%

11 Units 1,600 1,500 1,400 1,200 1, Growth 76% 1, Replacement 24% 430 Retained fleet

12 SOURCE: Boeing analysis and OAG

13 More efficient products and services Integrated services for mixed fleets Availability and reliability Standardization and simplification Lower ownership and operating costs

14 New pilots by region New technicians by region Share of population enrolled in tertiary education China Brazil North Africa India Sub-Saharan Africa SOURCES: Boeing 2013 Pilot & Technician Outlook BCG (

15

16 Population W/O electricity (millions) Infrastructure investment growing, but significantly lagging other emerging regions 1,500 1, % 80% 60% 40% 20% Electrification rate (%) 0 North Africa Sub-Saharan Developing Countries World 0% Average airplane fleet age in Africa declining, but still above world average

17 Meeting our Customers Needs

18 Superior value, efficient market coverage

19 737 MAX 8 vs , typical configuration and rules, 500nmi trip

20 CFM LEAP-1B engine Flight deck Winglets Aft Body

21 passengers 13,000 km (7,000 nmi) EIS passengers 15,370 km (8,300 nmi) EIS passengers 14,530 km (7,850 nmi) In-service

22 As of April 22, 2014 >379,430 hours on >89,500 flights ~280 different routes to >140 markets >17,000,000 passengers carried* >20% lower fuel burn than the 767 *SOURCE: ARMS and Ascend Flightglobal

23 One-piece composite fuselage Innovative systems Advanced aerodynamics Next-generation engines

24 787 Dreamliner opening new markets around the world As of April 2014 Current new nonstop routes flown with the 787: Delhi-Birmingham (AI) Houston-Lagos (UA) Tokyo-San Jose (NH) Stockholm-Fort Lauderdale (DY) Delhi-Melbourne (AI) Tokyo-San Diego (JL) Addis Ababa-Dulles (ET) Stockholm-Bangkok (DY) Delhi-Sydney (AI) Tokyo-Boston (JL) Oslo-Bangkok (DY) Oslo-New York (DY) Denver-Tokyo (UA) Tokyo-Helsinki (JL) Stockholm-New York (DY) Oslo-Fort Lauderdale (DY) London-Austin (BA) Stockholm Oslo Helsinki Copenhagen San Francisco Denver San Jose Oakland Austin Los Angeles San Diego Houston Boston New York Washington Orlando Fort Lauderdale Birmingham London Lagos Addis Ababa Delhi Chengdu Bangkok Tokyo 787 Operators: Sydney Melbourne Announced In operation

25 Boeing in Morocco

26

27 A showcase of aerospace technology in Morocco Joint venture signed in 2000 between Boeing, Labinal and Royal Air Maroc Boeing has a limited number of JVs and this is one of the most successful

28 Effective operations with strong customer base Manufacturer of aerospace wire bundles and harnesses Boeing: 737 and 777 wire bundles Airbus: A320 family bundles Snecma: CFM56-5B, CFM56-7B, GE90 harnesses Dassault: Falcon 900/2000 wire bundles Turbomeca: helicopter engine wire bundles Meeting quality and on-time delivery standards

29 Boeing Joint Venture in Morocco CasaAero Geo-strategic location to support global presence Regional center for commercial pilot training Established in 2004 with Royal Air Maroc (RAM) Support demand in Africa and Mediterranean region RAM possessed expertise and facilities In support of Moroccan government

30 Things to remember Good aviation market getting better Strong demand for new, efficient aircraft; emerging economies leading growth Boeing s market-driving products and services provide more value to our customers in all markets

31