The global e-commerce landscape is undergoing a fundamental transformation, bringing with it an increased demand for larger cargo aircraft capable of covering longer distances with higher payload capacities. Industry experts highlight the necessity for widebody freighters as the market adapts to new shipping trends and logistics models.
Boeing’s regional director of market analysis, Aaron Tayler, emphasized this shift during a panel discussion at Air Cargo Africa in Nairobi. He attributed the growing reliance on larger freighters to two significant market developments shaping the future of e-commerce logistics.
E-Commerce’s Direct-to-Consumer Shift
“The nature of e-commerce is evolving, and that will inevitably change the types of aircraft required to service the industry,” Tayler explained. One of the most notable changes, he noted, is the rise of the direct-to-consumer model, which is reshaping traditional supply chain logistics. “This model is based on just-in-time inventory rather than just-in-time delivery,” he said.
Under this system, products are shipped directly from factories or warehouses in East Asia to consumers worldwide, bypassing regional storage facilities. As a result, the need for aircraft with greater range and higher payload capacity has become critical. Conventional ocean shipping followed by regional warehousing is no longer a viable option, as it fails to meet the speed expectations of modern consumers.
Densification of E-Commerce Shipments
Another significant development is the increasing density of e-commerce shipments. Historically, e-commerce cargo was relatively lightweight, averaging around six to seven pounds per cubic foot. However, Tayler noted that shipments are becoming denser, reaching up to 10 pounds per cubic foot.
“This shift has led to large widebody freighters frequently departing from Hong Kong and other East Asian hubs at maximum structural payload,” he said.
E-commerce companies are now prioritizing the densification of shipments to maximize the efficiency of their air cargo expenses. Consequently, the demand for high-capacity, long-range aircraft such as the Boeing 777 freighter and the forthcoming 777-8F is on the rise.
Regional E-Commerce in Africa: A Developing Market
While global e-commerce trends necessitate larger freighters, Africa presents a unique case. According to Tayler, medium widebody and narrowbody aircraft like the Boeing 767F and 737F still hold significant value in regional e-commerce logistics.
Boeing’s World Air Cargo Forecast predicts that Africa’s air cargo volumes will double over the next two decades, driven by economic growth, policy reforms, trade liberalization, and expanding e-commerce.
Despite global concerns over e-commerce market saturation, Tayler asserted that Africa remains an untapped opportunity. “Africa comprises 18% of the world’s population, yet it accounted for just 0.5% of total global e-commerce revenues last year,” he said. “There is enormous potential to develop this market and generate demand for air cargo, particularly on trade routes from East Asia.”
Airlines Positioning for Growth
Etihad Cargo’s regional general manager for Central Africa, the UAE, GCC, CIS, and the Levant, Grant Kemp, echoed this sentiment. He noted that e-commerce could help balance inbound and outbound air cargo volumes in Africa.
“There is a clear demand for e-commerce imports into Africa,” Kemp said. “Given that many African nations lack significant manufacturing capabilities, the region relies heavily on goods from the Far East.”
As the e-commerce sector continues its rapid expansion, the aviation industry is adjusting to new logistical challenges. The need for larger, long-range freighters is more pressing than ever, ensuring that the demands of modern e-commerce can be met efficiently and swiftly across global markets.