The blow caused to the airline industry by the COVID-19 pandemic has been especially felt by budget airlines, which mostly operate narrow-bodied passenger jets and have therefore been unable to develop a sideline in air freight during the pandemic. According to one academic’s analysis, when the outbreak stabilizes, businesses are targeting a trend in so-called “revenge travel.” However, she also hopes that, rather than the pre-pandemic price wars between budget airlines, the consolidation that has taken place during the pandemic will restore healthy competition in the industry.
According to associate professor Melody Dai of National Cheng Kung University’s Department of Transportation and Communication Management Science, costs per flight have not changed during the pandemic, but if carriers are required to implement social-distancing seating plans, leaving empty seats between passengers, this would eat into airlines’ proft margins, causing a fresh headache for the industry. Dai says she hopes that budget airlines will manage to survive, since they help stimulate Taiwan’s domestic tourism sector as well as the wider economy.
Dai says that choosing to operate flights during the pandemic is a test of airlines’ ability to sustain losses, but the crisis may also prove to be a turnaround for the industry. Dai says there are many variables to the pandemic. She says that once the outbreak stabilizes, if the demand for “revenge travel” exceeds supply, this could resolve the pre-pandemic situation of supply exceeding demand, which led to price wars among budget airlines. The consolidation that the pandemic has triggered within the airline industry could bring about a return to healthy competition, says Dai.
Photo: screen grab from the Zipair Web site 照片取自 ZIPAIR 官網
One industry insider stated that, despite the lockdowns and reduced number of travelers and flights during the pandemic, the industry is bullish about post-pandemic prospects for both freight and passenger travel in the flourishing Asian region. The insider added that a trend in “revenge travel” could cause shorthaul routes to become particulary busy.
(Liberty Times, translated by Edward Jones)
疫情衝擊航空界，其中廉航受限於機隊多為窄體客機，無法發展貨運，受疫情衝擊更大。學者分析，業者瞄準疫情穩定後的「報復性出遊」，但也希望疫情前廉航削價競爭的情況，能因疫情重整，回歸良性競爭。
成大交通管理學系副教授戴佐敏說，每航班成本不變、但座位未來若須採間隔座導致收入減少，確實是疫後的難題，希望廉航仍有生存空間，對促進觀光與經濟有正面幫助。
戴佐敏認為，選擇在疫情期間開航，考驗航空公司「虧本」的能力，不過危機也有可能是轉機，疫情仍有變數，疫情穩定後的「報復性出遊」若需求大於供給，疫情前廉航供過於求、削價競爭的情況，這次可能因疫情重整，回歸良性競爭。
業者指出，雖然國境仍然封鎖，疫情期間每週班次不多，旅客也非常少，但看好疫情後亞洲旺盛的物流、人流，預估疫情趨緩後將出現「報復性出遊」，亞洲短程航線將會更繁忙。
(自由時報記者陳心瑜)
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