XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Jun 30, 2016 21:19:09 GMT 1
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ghorn
Outfitting in Hamburg
Posts: 993
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Post by ghorn on Jun 30, 2016 23:55:29 GMT 1
With final assembly now up to MSN 80, and MSN 81 and 82 arriving in S59, there are now more than 50 (!) A350s in Toulouse. That's a huge inventory. Cabin furnishing however is just up to MSN 51, so there are some 30 A350s that need parking space when they emerge from the final assembly line. Yes, these production delays are getting very expensive for Airbus. Looking at progress so far, this year's deliveries look to be headed for 30 to 35. I hope Airbus hit 50 but they need to accelerate the production processes in a remarkable way to achieve it. |
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Jul 1, 2016 9:19:54 GMT 1
Yes, these production delays are getting very expensive for Airbus. Except when the delays trigger contractual penalties, the main consequence is not additional costs (comparatively small financial and parking costs), it's cashflow issues (inflated inventory). Looking at progress so far, this year's deliveries look to be headed for 30 to 35. I hope Airbus hit 50 but they need to accelerate the production processes in a remarkable way to achieve it. This discussion has been going on since January. As pointed out by XWB, there is nothing more to say on that topic than last month ... We all know Airbus' targets imply a very high flow of deliveries in Q4, not now. The latest comforting piece of news is that Airbus still sticks to its forecast. They may be off, but not by much in my opinion. |
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Jul 1, 2016 9:29:35 GMT 1
There are enough A350s in TLS, now it all boils down to cabin parts. The delivery teams can deliver as much A350s as they want, we know Airbus delivered a whopping 17 A330s in December 2015. And Fabrice Bregier already hinted that December will be very busy: From a380.boards.net/post/73756/thread |
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ghorn
Outfitting in Hamburg
Posts: 993
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Post by ghorn on Jul 1, 2016 10:17:44 GMT 1
Yes, these production delays are getting very expensive for Airbus. Except when the delays trigger contractual penalties, the main consequence is not additional costs (comparatively small financial and parking costs), it's cashflow issues (inflated inventory). Looking at progress so far, this year's deliveries look to be headed for 30 to 35. I hope Airbus hit 50 but they need to accelerate the production processes in a remarkable way to achieve it. This discussion has been going on since January. As pointed out by XWB, there is nothing more to say on that topic than last month ... We all know Airbus' targets imply a very high flow of deliveries in Q4, not now. The latest comforting piece of news is that Airbus still sticks to its forecast. They may be off, but not by much in my opinion. Yes but as we all know in our own lives it's cashflow that we need. |
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Jul 1, 2016 10:34:45 GMT 1
True. Although not ideal, a giant like Airbus should be able to overcome this huge stock. They are in a transition period.
Those 50 A350s in TLS will have to be delivered sooner or later. If it's not 2016, then 2017 will see more deliveries than planned.
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ghorn
Outfitting in Hamburg
Posts: 993
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Post by ghorn on Jul 1, 2016 10:40:19 GMT 1
True. Although not ideal, a giant like Airbus should be able to overcome this huge stock. They are in a transition period. Those 50 A350s in TLS will have to be delivered sooner or later. If it's not 2016, then 2017 will see more deliveries than planned. I think Airbus would be better placed if they had to accept missing this year's target in order to be fully firing in 2017. My concern would be that in trying to meet the 2016 target they end up badly placed for 2017. Hope it all goes well. |
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Jul 1, 2016 10:42:39 GMT 1
True. Although not ideal, a giant like Airbus should be able to overcome this huge stock. They are in a transition period. Those 50 A350s in TLS will have to be delivered sooner or later. If it's not 2016, then 2017 will see more deliveries than planned. One reason why the 2016 delivery target is so important to Airbus is that financial markets will scrutinise the cashflow situation at year-end. |
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Jul 1, 2016 14:21:04 GMT 1
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Jul 1, 2016 14:39:18 GMT 1
We can see two SQ A350 : one behind Thai, and one other behind Vietnam.
One of this are MSN 41, but the next SQ A350 is MSN 54. So I dont know for the second
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