All Content from Business Insider 10月07日 06:13
波音777X飞机发布再次推迟至2027年
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

波音公司的777X飞机,原定于2020年首次亮相,现再次面临延期,预计将推迟至2027年才能投入使用。此次延期的主要原因是认证问题,预计将导致数十亿美元的额外成本。这款备受期待的宽体客机已获得约600架订单,包括来自汉莎航空和阿联酋航空等主要客户。分析师认为,此次延期虽然带来经济损失,但可能并非源于新的技术难题,而是与监管机构的审批流程及外部因素有关。然而,这一系列延误无疑给仍在从737 MAX危机中恢复的波音公司带来了又一次打击,并对其工程和认证能力提出质疑,同时也可能让竞争对手空客获得更多市场份额。

✈️ **777X发布再次延期至2027年**:波音公司备受关注的777X宽体客机,原定于2020年推出,现已推迟至2027年投入使用。此次延期是由于认证方面的挑战,预计将对公司造成数十亿美元的财务影响。

⚙️ **认证问题是关键阻碍**:波音CEO表示,777X的延期主要归咎于认证流程的复杂性。与以往的技术问题不同,此次延期可能更多地与监管机构的审批带宽以及外部因素有关,这使得波音在更新和认证新飞机方面面临挑战。

📈 **潜在的财务与市场影响**:分析师预计此次延期可能导致约40亿美元的损失。对于波音而言,每一次延误都加剧了财务压力,削弱了客户和投资者的信任,并可能使空客在长途飞机市场中获得更多优势,因为其A350飞机已获得大量订单并持续交付。

🌍 **与竞争对手的对比**:波音777X基于经典777型号进行改进,而空客的A350则是全新设计。尽管777X在驾驶舱熟悉度和载客量方面具有优势,但其复杂的安全测试和认证过程,尤其是在FAA收紧监管的情况下,为其上市带来了更多不确定性,可能进一步巩固空客的市场地位。

Boeing has delayed its expected 777X launch date yet again. This time, CEO Kelly Ortberg said certification issues are to blame.

A lot is riding on Boeing's new 777X, the world's largest passenger plane in production. But it has been delayed — again.

On Thursday, Bloomberg reported that the revolutionary jetliner, featuring folding wingtips and increased fuel economy compared to competitors, is now targeting a 2027 entry to service. That's seven years later than its original 2020 timeline.

The outlet said German flag carrier and launch customer Lufthansa was removing the 777X from its 2026 fleet plan to account for the new delay, citing sources familiar with the program. More than a dozen airlines have placed about 600 orders for the twin-engine 777X.

Boeing told Business Insider that it is unable to comment due to its pre-earnings quiet period. Lufthansa did not immediately respond to a request for comment.

The report comes after Boeing CEO Kelly Ortberg said at a September Morgan Stanley conference that certification issues were pushing the 777X further behind schedule, but he did not give exact timing.

"Even a minor schedule delay on the 777 program has a pretty big financial impact," he said.

Jefferies analyst Sheila Kahyaoglu said in a Sunday note shared with BI that the latest delay could result in a $4 billion charge.

Aviation analyst Richard Aboulafia told BI on Monday that the "good news" is that this delay does not appear to be due to another technical issue, which contributed to Boeing's 2024 decision to delay the plane to 2026.

"A lot of it seems to be due to factors that aren't in their control; FAA bandwidth worsened by a government shutdown," he said.

Still, the latest setback is another blow to a company still recovering from the 737 Max crisis and raises further questions about Boeing's ability to engineer and certify new planes — especially since the 777X was supposed to lead Boeing's comeback.

It's the planemaker's only next-generation widebody plane in production, and Boeing needs to prove its modified design was the right strategy over building a jet from scratch.

But every new delay adds financial strain, erodes customer, passenger, and investor trust, forces airlines to absorb the extra costs of operating older planes, and hands Airbus another edge in long-haul market share.

Boeing needs to prove it can safely update an old aircraft

Unlike Airbus' A350, Boeing based the 777X on its classic 777-300ER but modified it to be larger and more efficient. The 777-300ER is Boeing's best-selling 777 variant, selling over 800 units since 2000.

Key differences between the two 777 types are the size, engines, and wings. The new plane has wingtips that fold up to ensure it fits in the same gate space as the classic model.

The 777X's folding wingtips help the giant plane fit into already-constructed 777 gate space, like the Air New Zealand classic 777 pictured.

However, this makes safety testing highly complex and thorough — especially in a new regulatory era, where the FAA has tightened certification oversight and no longer allows Boeing to self-certify its planes as freely as it did before.

Operationally, the 777X is similar to its predecessor — and that's by design. Its flight deck resembles that of Boeing's 787 Dreamliner — meaning pilots can jump between all aircraft with little extra training, and airports save on infrastructure costs.

The 787 was Boeing's last completely new widebody plane, launched in 2004. While the Dreamliner is a cash cow with over 2,600 orders and about 1,200 delivered, the planemaker wasn't ready to invest in another challenging, time-consuming, and expensive clean-sheet widebody this time around.

The versatile Boeing 787 Dreamliner comes in three sizes: small, medium, and large. Pictured is a 777X test jet stationed in front of an Eva Air 787,

Still, the decision to maintain cockpit familiarity contributed to the failures of Boeing's 737 Max, as a new system that airlines were not clued into was responsible for crashing two planes in 2018 and 2019.

Similar design flaws on its 777X could further jeopardize Boeing's chances of revival.

The 777X needs the trust of key Middle Eastern customers

Middle Eastern carriers Emirates, Qatar, and Etihad Airways make up the bulk of the 777X orders.

Emirates has 205 on order, 35 of which are for the smaller 777-8 variant. Qatar and Etihad have ordered 124 and 25 777-9s, respectively.

The 777X's size and efficiency make it a favorable choice for these carriers' strong hub-and-spoke networks, which rely on large planes to shuttle as many people as possible between cities at once.

However, the ongoing 777X delays are bad for airlines relying on Boeing to fulfill their demand needs. The longer it remains in development, the longer these carriers have to fly old, costly widebodies — in Emirates' case, the Airbus A380 quad-jet.

Inside the Boeing 777X cabin.

Emirates president Tim Clark has voiced his concern over the various 777X delays in recent years. He told BI in 2024 that the airline already made "significant and highly expensive" fleet adjustments to accommodate Boeing's "contractual shortfalls."

However, Aerotime News reported that Clark told media at the 2025 International Air Transport Association Annual General Meeting in June that he was "cautiously optimistic" that Boeing would deliver its 777X to Emirates in "early 2027" and was pleased with Ortberg's "high degree of determination" in securing 777X certification.

"The important thing is they get it out and it's certified to the rigours of the new Boeing approach to building aircraft, safety of operations, and all the quality controls that they were having difficulties with before that," he said.

Aboulafia told BI on Monday that once the 777X hits the market, it will be a "nice enhancement to their financial picture."

Boeing will continue to hand Airbus market share

Another year's delay for the 777X means another year that Airbus can sell and deliver its rival A350.

The popular plane, which was a clean-sheet design and outperforms the 777X in terms of price and range, has already secured over 1,400 orders from the likes of Korean Air, Delta Air Lines, and Singapore Airlines. It has delivered about 700.

Airbus is developing a custom A350-1000 to fly between Sydney and London and New York for Qantas' "Project Sunrise."

Emirates received its first A350 before its first 777X — a reverse of what was initially expected.

Still, airlines appear to be willing to wait for the 777X. Despite being more expensive at up to $442 million, the Boeing widebody's cockpit familiarity and higher-capacity cabin are huge selling points against the A350.

Editor's note: An earlier version of this article was first published in 2024.

Read the original article on Business Insider

Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

Boeing 777X 飞机发布 航空业 认证 延期 Airbus A350
相关文章