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Emirates kicks off race between Airbus and Boeing for bigger jets

Emirates Sparks Renewed Competition Between Airbus and Boeing for Larger Jets
Emirates, the flagship carrier of Dubai, has reignited competition between Airbus and Boeing as both manufacturers explore the development of larger next-generation widebody aircraft. This strategic move by Emirates aims to secure a high-capacity successor to its iconic Airbus A380 fleet, following the cessation of the A380’s production in 2021.
Boeing’s 777-10 Feasibility Study and Emirates’ Role
Boeing recently initiated a feasibility study for the proposed 777-10, an extended variant of its twin-engine 777X family designed to accommodate up to 470 passengers. Emirates, having placed a substantial order for 65 additional Boeing 777Xs, has expressed support for the study and indicated a willingness to convert part of its existing order to the 777-10, contingent on the study’s findings, or alternatively to the smaller 777-8 model.
Sheikh Ahmed bin Saeed Al Maktoum, chairman and chief executive of Emirates Airline and Group, emphasized the airline’s openness to larger-capacity aircraft, highlighting their operational efficiency amid anticipated air traffic growth and increasing airport constraints. This stance has intensified the rivalry between Boeing and Airbus, prompting Boeing to extend its 777X program and consider the 777-10 variant more seriously. Emirates’ significant order has also bolstered Boeing’s market prospects, potentially enhancing the manufacturer’s stock performance due to renewed momentum in the high-capacity aircraft segment.
Airbus’ Response and Market Dynamics
In response, Airbus is contemplating a stretched version of its A350 family, reviving discussions about a possible A350-2000 variant. Airbus chief executive Christian Scherer confirmed that several airlines have encouraged the company to pursue a larger model, describing it as a potentially formidable solution to meet growing demand. This development underscores Airbus’ intent to remain competitive in the high-capacity market.
The competitive landscape is further complicated by evolving market dynamics. While Emirates focuses on high-capacity, long-haul jets, Airbus may find opportunities within the budget carrier segment, with reports indicating a potential major order from flydubai. This prospective deal illustrates the divergent strategies of both manufacturers as they seek dominance across different market niches.
Challenges and Industry Perspectives
Despite the renewed interest in larger aircraft, both Airbus and Boeing confront a persistent challenge: limited global demand for very large jets. The retirement of the A380 highlighted the difficulty of sustaining a viable business model based on a small number of high-density operators. John Grant, partner at Midas Aviation, noted the challenge lies in distinguishing genuine demand from a handful of large airlines versus the need for a substantial order book comprising hundreds of confirmed orders.
Industry experts suggest that while the next generation of high-capacity twinjets may not replicate the A380’s iconic status or premium cabin space, they could offer considerable value to Gulf carriers. Linus Bauer, founder of Bauer Aviation Advisory, described these aircraft as valuable “high-capacity workhorses” rather than flagship icons, emphasizing their flexibility and fuel efficiency on major long-haul routes.
As Emirates’ ambitions continue to reshape the market, both Airbus and Boeing face mounting pressure to deliver the next generation of high-capacity jets. They must balance airline demands, market realities, and the evolving economics of global air travel in this increasingly competitive arena.

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