Table of Contents
CHAPTER 1 INTRODUCTION 12
1.1 What is this report about? 12
1.2 Who is the target reader? 12
1.3 How to use this report 12
1.4 Definitions 12
CHAPTER 2 BRIC AIRLINES INDUSTRY OUTLOOK 13
CHAPTER 3 AIRLINES IN BRAZIL 16
3.1 Market Overview 16
3.2 Market Value 17
3.3 Market Volume 18
3.4 Market Segmentation I 19
3.5 Market Segmentation II 20
3.6 Five Forces Analysis 21
3.7 Leading Companies 29
3.8 Market Forecasts 35
3.9 Macroeconomic Indicators 37
CHAPTER 4 AIRLINES IN RUSSIA 39
4.1 Market Overview 39
4.2 Market Value 40
4.3 Market Volume 41
4.4 Market Segmentation I 42
4.5 Market Segmentation II 43
4.6 Five Forces Analysis 44
4.7 Leading Companies 51
4.8 Market Forecasts 55
4.9 Macroeconomic Indicators 57
CHAPTER 5 AIRLINES IN INDIA 59
5.1 Market Overview 59
5.2 Market Value 61
5.3 Market Volume 62
5.4 Market Segmentation I 63
5.5 Market Segmentation II 64
5.6 Five Forces Analysis 65
5.7 Leading Companies 73
5.8 Market Forecasts 79
5.9 Macroeconomic Indicators 81
CHAPTER 6 AIRLINES IN CHINA 83
6.1 Market Overview 83
6.2 Market Value 85
6.3 Market Volume 86
6.4 Market Segmentation I 87
6.5 Market Segmentation II 88
6.6 Five Forces Analysis 89
6.7 Leading Companies 96
6.8 Market Forecasts 103
6.9 Macroeconomic Indicators 105
CHAPTER 7 APPENDIX 107
7.1 Data Research Methodology 107
List of Tables
Table 1: Airlines Industry, BRIC, Revenue ($) 2003-2012 13
Table 2: Airlines Industry, BRIC, Revenue ($ billion) 2003-2007 14
Table 3: Airlines Industry, BRIC, Revenue ($ billion) 2007-2012 15
Table 4: Brazil Airlines Industry Value: $ billion, 2003-2007 17
Table 5: Brazil Airlines Industry Volume: Passengers million, 2003-2007 18
Table 6: Brazil Airlines Industry Segmentation I: % Share, by Volume, 2007 19
Table 7: Brazil Airlines Industry Segmentation II: % Share, by Value, 2007 20
Table 8: Key Facts: TAM S.A. 29
Table 9: Key Financials: TAM S.A. 30
Table 10: Key Facts: Varig S.A. 31
Table 11: Key Facts: Gol Linhas Aereas Inteligentes SA 32
Table 12: Key Financials: Gol Linhas Aereas Inteligentes SA 34
Table 13: Brazil Airlines Industry Value Forecast: $ billion, 2007-2012 35
Table 14: Brazil Airlines Industry Volume Forecast: Passengers million, 2007-2012 36
Table 15: Brazil Size of Population (million), 2003-2007 37
Table 16: Brazil GDP (Constant 2000 Prices, $ billion), 2003-2007 37
Table 17: Brazil Inflation, 2003-2007 38
Table 18: Brazil Exchange Rate, 2003-2007 38
Table 19: Russia Airlines Industry Value: $ billion, 2003-2007 40
Table 20: Russia Airlines Industry Volume: Passengers million, 2003-2007 41
Table 21: Russia Airlines Industry Segmentation I: % Share, by Volume, 2007 42
Table 22: Russia Airlines Industry Segmentation II: % Share, by Value, 2007 43
Table 23: Key Facts: Aeroflot 51
Table 24: Key Facts: Sibir Airlines 53
Table 25: Key Facts: Rossiya 54
Table 26: Russia Airlines Industry Value Forecast: $ billion, 2007-2012 55
Table 27: Russia Airlines Industry Volume Forecast: Passengers million, 2007-2012 56
Table 28: Russia Size of Population (million), 2003-2007 57
Table 29: Russia GDP (Constant 2000 Prices, $ billion), 2003-2007 57
Table 30: Russia Inflation, 2003-2007 58
Table 31: Russia Exchange Rate, 2003-2007 58
Table 32: India Airlines Industry Value: $ billion, 2003-2007 61
Table 33: India Airlines Industry Volume: Passengers million, 2003-2007 62
Table 34: India Airlines Industry Segmentation I: % Share, by Volume, 2007 63
Table 35: India Airlines Industry Segmentation II: % Share, by Value, 2007 64
Table 36: Key Facts: Air India 73
Table 37: Key Financials: Air India 74
Table 38: Key Facts: Jet Airways (India) Ltd. 75
Table 39: Key Financials: Jet Airways (India) Ltd. 76
Table 40: Key Facts: Indian Airlines 77
Table 41: Key Facts: Deccan Aviation Ltd 78
Table 42: India Airlines Industry Value Forecast: $ billion, 2007-2012 79
Table 43: India Airlines Industry Volume Forecast: Passengers million, 2007-2012 80
Table 44: India Size of Population (million), 2003-2007 81
Table 45: India GDP (Constant 2000 Prices, $ billion), 2003-2007 81
Table 46: India Inflation, 2003-2007 82
Table 47: India Exchange Rate, 2003-2007 82
Table 48: China Airlines Industry Value: $ billion, 2003-2007 85
Table 49: China Airlines Industry Volume: Passengers million, 2003-2007 86
Table 50: China Airlines Industry Segmentation I: % Share, by Volume, 2007 87
Table 51: China Airlines Industry Segmentation II: % Share, by Value, 2007 88
Table 52: Key Facts: China Southern Airlines Company Limited 96
Table 53: Key Financials: China Southern Airlines Company Limited 97
Table 54: Key Facts: Air China Limited 98
Table 55: Key Financials: Air China Limited 100
Table 56: Key Facts: China Eastern Airlines Corporation Limited 101
Table 57: Key Financials: China Eastern Airlines Corporation Limited 102
Table 58: China Airlines Industry Value Forecast: $ billion, 2007-2012 103
Table 59: China Airlines Industry Volume Forecast: Passengers million, 2007-2012 104
Table 60: China Size of Population (million) , 2003-2007 105
Table 61: China GDP (Constant 2000 Prices, $ billion), 2003-2007 105
Table 62: China Inflation, 2003-2007 106
Table 63: China Exchange Rate, 2003 106
List of Figures
Figure 1: Airlines Industry, BRIC, Revenue ($) 2003-2012 13
Figure 2: Airlines Industry, BRIC, Revenue ($) 2003-2007 14
Figure 3: Airlines Industry, BRIC, Revenue ($) 2007-2012 15
Figure 4: Brazil Airlines Industry Value: $ billion, 2003-2007 17
Figure 5: Brazil Airlines Industry Volume: Passengers million, 2003-2007 18
Figure 6: Brazil Airlines Industry Segmentation I: % Share, by Volume, 2007 19
Figure 7: Brazil Airlines Industry Segmentation II: % Share, by Value, 2007 20
Figure 8: Forces Driving Competition in the Airlines Industry in Brazil, 2007 21
Figure 9: Drivers of Buyer Power in the Airlines Industry in Brazil, 2007 22
Figure 10: Drivers of Supplier Power in the Airlines Industry in Brazil, 2007 23
Figure 11: Factors Influencing the Likelihood of New Entrants in the Airlines Industry in Brazil, 2007 25
Figure 12: Factors Influencing the Threat of Substitutes in the Airlines Industry in Brazil, 2007 26
Figure 13: Drivers of Degree of Rivalry in the Airlines Industry in Brazil, 2007 27
Figure 14: Revenues & Profitability: TAM S.A. 30
Figure 15: Revenues & Profitability: Gol Linhas Aereas Inteligentes SA 34
Figure 16: Brazil Airlines Industry Value Forecast: $ billion, 2007-2012 35
Figure 17: Brazil Airlines Industry Volume Forecast: Passengers million, 2007-2012 36
Figure 18: Russia Airlines Industry Value: $ billion, 2003-2007 40
Figure 19: Russia Airlines Industry Volume: Passengers million, 2003-2007 41
Figure 20: Russia Airlines Industry Segmentation I: % Share, by Volume, 2007 42
Figure 21: Russia Airlines Industry Segmentation II: % Share, by Value, 2007 43
Figure 22: Forces Driving Competition in the Airlines Industry in Russia, 2007 44
Figure 23: Drivers of Buyer Power in the Airlines Industry in Russia, 2007 45
Figure 24: Drivers of Supplier Power in the Airlines Industry in Russia, 2007 46
Figure 25: Factors Influencing the Likelihood of New Entrants in the Airlines Industry in Russia, 2007 47
Figure 26: Factors Influencing the Threat of Substitutes in the Airlines Industry in Russia, 2007 48
Figure 27: Drivers of Degree of Rivalry in the Airlines Industry in Russia, 2007 49
Figure 28: Russia Airlines Industry Value Forecast: $ billion, 2007-2012 55
Figure 29: Russia Airlines Industry Volume Forecast: Passengers million, 2007-2012 56
Figure 30: India Airlines Industry Value: $ billion, 2003-2007 61
Figure 31: India Airlines Industry Volume: Passengers million, 2003-2007 62
Figure 32: India Airlines Industry Segmentation I: % Share, by Volume, 2007 63
Figure 33: India Airlines Industry Segmentation II: % Share, by Value, 2007 64
Figure 34: Forces Driving Competition in the Airlines Industry in India, 2007 65
Figure 35: Drivers of Buyer Power in the Airlines Industry in India, 2007 66
Figure 36: Drivers of Supplier Power in the Airlines Industry in India, 2007 67
Figure 37: Factors Influencing the Likelihood of New Entrants in the Airlines Industry in India, 2007 68
Figure 38: Factors Influencing the Threat of Substitutes in the Airlines Industry in India, 2007 70
Figure 39: Drivers of Degree of Rivalry in the Airlines Industry in India, 2007 71
Figure 40: Revenues & Profitability: Air India 74
Figure 41: Revenues & Profitability: Jet Airways (India) Ltd. 76
Figure 42: India Airlines Industry Value Forecast: $ billion, 2007-2012 79
Figure 43: India Airlines Industry Volume Forecast: Passengers million, 2007-2012 80
Figure 44: China Airlines Industry Value: $ billion, 2003-2007 85
Figure 45: China Airlines Industry Volume: Passengers million, 2003-2007 86
Figure 46: China Airlines Industry Segmentation I: % Share, by Volume, 2007 87
Figure 47: China Airlines Industry Segmentation II: % Share, by Value, 2007 88
Figure 48: Forces Driving Competition in the Airlines Industry in China, 2007 89
Figure 49: Drivers of Buyer Power in the Airlines Industry in China, 2007 90
Figure 50: Drivers of Supplier Power in the Airlines Industry in China, 2007 91
Figure 51: Factors Influencing the Likelihood of New Entrants in the Airlines Industry in China, 2007 92
Figure 52: Factors Influencing the Threat of Substitutes in the Airlines Industry in China, 2007 93
Figure 53: Drivers of Degree of Rivalry in the Airlines Industry in China, 2007 95
Figure 54: Revenues & Profitability: China Southern Airlines Company Limited 97
Figure 55: Revenues & Profitability: Air China Limited 100
Figure 56: Revenues & Profitability: China Eastern Airlines Corporation Limited 102
Figure 57: China Airlines Industry Value Forecast: $ billion, 2007-2012 103
Figure 58: China Airlines Industry Volume Forecast: Passengers million, 2007-2012 104
