Africa, Airbus; A vision of the future

Africa, Airbus; A vision of the future Addis Ababa March 13th, 2013

Image: DSK

© AIRBUS S.A.S. All rights reserved. Confidential and proprietary document.

Africa

Source: Global Insight, United Nations, Airbus GMF

Real GDP Urban population

Intra-regional & domestic Inter-regional

Total

4.4% 3.1%

6.2% 5.6% 5.7%

Fleet in service beginning 2012 20-year new aircraft deliveries

618 957

Traffic carried by all carriers, fleet in service with domiciled carriers 2012-2103 CAGR Passenger aircraft ≥ 100 seats


Air travel remains a growth market


Urbanisation is a main driver of economic growth

Source: United Nations, Airbus


Strong growth of Africa international traffic

Month 200X

but African carriers share was below 40% in 2011

Source: September traffic from OAG, Airbus

0%

10%

20%

30%

40%

50%

60%

0

5

10

15

20

25

30

1988 1992 1996 2000 2004 2008 2012

Latin America CIS North America Asia-Pacific

Middle East Europe African carriers' share

Monthly traffic from/to Africa (billion ASKs)


Traffic to and from and within Africa has grown rapidly

Source: September traffic from OAG, Airbus

Intra Africa +86%

North America +80%

Europe +49%

Middle East +307%

Asia/Pacific +134%

Latin America +118%

CIS (incl. Russia) +577%

Domestic traffic: + 86% International traffic: + 90%

Overall traffic: + 89%

Traffic to/from Africa (Available Seat Kilometers), 2012 vs. 2000


0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

RPK

s (m

illio

n)

400% growth in ET traffic

To end December 2012

Ethiopian Airlines passengers

Ethiopian Airlines is a dynamic, fast growing international airline, in a dynamic region. One of the big three regional players along

with SAA and Kenya Airways


Economic growth is driven by emerging markets

Source: IHS Global Insight (January 2013), Airbus *- Excluding Indian Sub-continent and PRC

0% 2% 4% 6% 8% 10%

Europe

North America

Asia*

Pacific

Middle East

Latin America

CIS

Africa

Indian Sub Continent

PRC

2013 real GDP forecast by region

2013 World Average


Economic growth will be driven by emerging markets

0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% 8.0%

Europe

North America

Pacific

CIS

Central America

Middle East

Asia

South America

Africa

PRC

Indian Sub Continent

2011-31 real GDP average annual growth rate, by region


Pax growth from/to Ethiopia (2011-2021 CAGR)

CIS 6.0%

Europe 6.6%

Latin America 9.8%

Middle East 11.4%

North America 7.3%

Estimated passenger growth in Ethiopia expected to grow at 9.4% per annum over the next 10 years

Pacific 4.6%

Indian Sub-continent

8.5%

Source: Airbus GMF – O&D Forecast

Domestic: 8.9% Intra-Africa: 9.5%

PRC 9.9%

Japan 7.8%

Asia 6.4%


Pax growth from/to Ethiopia (2011-2031 CAGR)

CIS 5.8%

Europe 6.1%

Latin America 7.9%

Middle East 9.5%

North America 5.9%

Estimated passenger growth in Ethiopia expected to grow at 8.1% per annum over the next 20 years

Pacific 4.2%

Indian Sub-continent

7.8%

Source: Airbus GMF – O&D Forecast

Domestic: 7.4% Intra-Africa: 8.2%

PRC 8.0%

Japan 7.0%

Asia 5.4%


By 2031 there will be 92 aviation Mega-cities

Traffic as of month of September. Source: Airbus Long haul traffic: flight distance >2,000nm, excl. domestic traffic;

2031 cities with more than 10,000 daily long-haul passengers

92 Aviation

Mega-cities (2031)

> 95% of long-haul traffic

on routes to/from/via 92 cities


Africa: 20-year demand for 957 new aircraft

Market value of $118 billion

20-year new deliveries of passenger aircraft for Africa Source: Airbus GMF 2012

724 single-aisle aircraft

204 twin-aisle aircraft

29 very large aircraft


Africa: 20-year demand for 957 new aircraft

Passenger aircraft ≥100 seats (excluding freighters) Source: Airbus GMF 2012

618 496

122

835

0

400

800

1200

1600

Beginning 2012 2031

Fleet size

Growth

Replaced

Stay in service


More and more Airbus aircraft in service in Africa

and a growing opportunity to add more.

Source: Ascend (data as of end of year, passenger aircraft ≥100 seats and freighter aircraft), Airbus

0

50

100

150

200

1980 1984 1988 1992 1996 2000 2004 2008 2012

Number of Airbus aircraft in service


A rapid adoption of new technology aircraft

Source: Ascend (data as of end December for each year, passenger aircraft ≥100 seats and freighter aircraft), Airbus

0%

25%

50%

75%

100%

1990 1995 2000 2005 2010

OldMidNew

20% to >50%

In 10 years

Number of aircraft by generation (1990-2010)


Aviation is a major driver of the world economy

November 2012 The Future By Airbus

17

$2.2 TRILLION

PASSENGERS


The future from Airbus is arriving soon…

A350-900: first flight Q2 2013, first delivery to Ethiopian Airlines: 2017


A long term future technology vision

Innovation is a key driver to the future Annual Airbus R&D investment: € 2 billion , 90% has environmental benefits



Annual Airbus R&D investment: € 2 billion

20

Sustainable Solutions Future Planet Future Talent

Attracting and

retaining talent

Inspiring Young Minds

Smarter Flight (ATM)

New business models

Biomimicry New

Energy Sources


The Airbus Concept Plane


21


Inspiring the young generation

• We will need to continue to attract, retain and inspire the best talent!

• We need to inspire and engage the younger generations of today to build a better aviation industry for tomorrow

23


The Little Engineers Workshops

24


Fly Your Ideas 2013 – Global student challenges


25

Energy Traffic Growth Affordable Growth Efficiency

Community Friendliness

Passenger experience


The right combination November 2012 The Future By Airbus

26

Investment Innovation Talent

Sustainable aviation in 2050


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Africa, Airbus; A vision of the future

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