Helicopter CEO: eVTOLs have "precious little
chance" and pose no threat
By Loz Blain
December
25, 2021
Joby Aviation's S4 eVTOL is one of the most advanced on the market
Eric Adams / Joby Aviation
VIEW 6 IMAGES
As lovers of future technology, we're fascinated by the promise and
potential of electric VTOL aircraft – and we spend a lot of time covering the
many and varied approaches that hundreds of companies are racing to bring to
market. But that doesn't mean this sector has an easy path to world-changing
success and a global shift to Jetsons-style commuting, and in the name of
balance, it's worth examining the arguments against eVTOLs.
So when Futureflight caught Hill Helicopters CEO Jason Hill laying
out his thinking on why eVTOLs are no threat to the helicopter industry, it
struck us as a good opportunity to present somewhat of a rebuttal to our
regular coverage. Hill made his comments as part of a "Global Meetup and
Discovery Event" for the company's upcoming (and gorgeous) HX50 luxury helicopter,
an "aerial grand tourer" targeted at private owner-
This machine is
proving popular. With 342 sales already confirmed, it's got a 51 percent market
share in its category, and is vastly outpacing its nearest rivals, selling 2.3
times more than the Robinson R44, 4 times more than the R66, and 4.6 times more
than the Bell 505. Thus, Hill is far from a disinterested, objective observer,
but his industry credentials are solid and his opinions should bear some
weight.
Joby Aviation's remarkable tilt-prop S4 is among the front-running
aircraft in the nascent eVTOL sector
Eric Adams / Joby
Aviation
When asked what he
thought about eVTOLs and whether he views them as competition, here's a lightly
edited transcript of what Hill had to say:
"eVTOL is
important. We do need to decarbonize aviation. We do need to become more
electric, but you've got to be realistic. The only way to get off the ground
vertically more efficiently than a helicopter is in a balloon. So I think a lot
of these fancy configurations that people are trying are all well and good, but
I don't believe they offer any material advantages over that of a a well
designed modern helicopter.
"And the big
elephant in the room, that everybody is ignoring, is the fact that it's going
to be a very, very long time. It's going to be decades before we have batteries
or a means of storing enough electrical energy for genuinely battery-electric
aircraft to be practical.
"And I think
when the real world factors of developing a machine and operating a machine
start to take hold on an already limited capability, then those machines are
going to find it very hard to make a living. And so I don't really see that
being as being an immediate threat for us. I think that many of those companies
will struggle when they try and hit commercial viability, when they try and
operate real air services.
"I mean, many
of you will have leased helicopters back and tried to operate helicopters
commercially over the years, and, you know, trying to make money out of an
existing general aviation aircraft is very difficult. To have the work and the
machine available, and fly enough hours to offset your enormous fixed costs is
difficult. And then if you try and do that with a machine that can only fly for
five minutes, you have precious little chance.
"So I think
in terms of eVTOL, it's not a threat. But I think in terms of the opportunity
that it provides for us it's clearly showing how many people want to do point
to point travel – and that is an opportunity for HC50. That's an opportunity
for a good commercial helicopter.
Running entirely on lithium batteries, eVTOLs can't travel nearly as far as a helicopter, and won't for a long time
Eric Adams / Joby
Aviation
"I think the
other big important point about eVTOLs is the huge swathes of money that have
been thrown at it. They've been spending money like it's going out of fashion,
and in order to manage their risk, they're trying to partner with all of the same
people that we're trying to cut out to deliver a cost-effective helicopter. So
they're replacing their expensive turbine engines with motors that are now
owned by the same people that used to make turbine engines.
"So from my
point of view, I think those aircraft are going to wind up being every bit, or
more expensive than a conventional turbine aircraft – but far less
mission-flexible, far less capable. And so yeah, I don't think that's an
immediate threat for us. I think the helicopter has a very bright future, the
GT 50 engine has been designed to run on sustainable aviation fuel biofuels,
and I think that's our route to short term carbon neutrality."
eVTOL advocates
would surely point out that Hill hasn't addressed some of the sector's most
important advantages. These aircraft are designed to make much, much less
noise than helicopters, and eVTOL operators are banking on them being approved
for rooftop-to-rooftop inner-city flights at high frequency and over heavily
populated areas.
Their all-electric
powertrains, say eVTOL companies, mean that they require vastly less expensive
attention from maintenance technicians, and the energy costs too will be
vanishingly low. Flight cost projections are a tiny fraction of what it
currently costs to hire a heli from A to B – indeed, the whole point of
electric VTOL aircraft, as the dream is being sold, is to radically reduce
flight costs the the point where vertical commuting is completely democratized
and a genuine daily option for a wide variety of people.
These comments are not directed specifically at Joby - we chose to use these shots simply because Eric Adams has made some beautiful images of this aircraft
Eric Adams / Joby
Aviation
But this sector is
currently hyped beyond belief – thanks in large
part to the voracious funding appetites of these new aviation startups, and a
corresponding avalanche of press releases and CG renders. We bear some
responsibility for that; we love the wild early days of new tech development,
and the idea of commuting in flying cars has been bouncing around kids' heads
for decades. We want it to happen.
But the
well-worn Gartner Hype Cycle may be instructive
here; after an "innovation trigger" gets the ball rolling, excitement
tends to build until the "peak of inflated expectations," which
frankly feels like about where we're at right now with 2021 coming to a close.
What tends to
sadly follow is a "trough of disillusionment," in which a lot of
people lose their investment money, and many if not most companies fail to
deliver. Only those that survive and innovate wisely make it to the "slope
of enlightenment" such that people begin to understand where the technology
can be genuinely useful, and only after this phase do things reach the
"plateau of productivity" where mainstream adoption begins.
So the next few
years are likely to be pretty gruesome for some of our favorite electric VTOL
startups; that's a fact. There are mountainous hurdles at every step. Capital
raising. Development. Prototyping. Testing. Certification. Production.
Manufacturing. Logistics. Scaling up to serious volume. Safety. Building out
useful vertiport networks. Getting aviation authorities and city councils to
agree on high-volume flight paths over populated areas. Blowback from
residents. Developing appropriate inspection schedules to identify faults and
issues. Building up enough regular users to keep utilization rates where they
need to be. Battery replacement schedules. Emergency procedures. Working out
where to park these things when they're not in service. Convincing aviation
authorities to allow autonomous passenger flights. There are many more, and
none of them look trivial in the slightest.
The dawn of the eVTOL age will be brutal for many of the companies
trying to get a foot in the door
Eric Adams / Joby
Aviation
Still, enough
diverse companies have drawn in enough capital at this point, and made enough
key partnerships, that it seems like a range of different eVTOL designs will at
least get the chance to prove themselves. The pandemic and work from home
revolution have encouraged a lot of people to move further out of cities, in
many cases to the kinds of distances that eVTOLs would be perfectly adequate
for, and it's not like anyone's expecting ground-based traffic to get better in
the next 5-10 years.
Electric VTOL
aircraft will eventually prevail, whether by hook, by crook or by hydrogen.
Fossil-fueled aircraft are part of one of the key existential problems of our
time, and they will be legislated into insignificance as the rubber hits the
road on decarbonization over the coming decades. But Hill may yet be right when
he says these things could prove too limited, and too similar to the
helicopter, to spark a transport revolution in their early days. We shall see.
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