Good to be starting a collaboration on this for the textbook 2nd edition with Alexander Zock at European Center for Aviation Development, who is trying to get better understanding of the dynamics of this turbulent industry – from airlines back to airports and aircraft production. [BTW – by industry dynamics we mean rates of start-up, exit, growth, competitive dynamics and implications for activity anbd profitability]. You will find books and articles on this topic [not industry-specific] e.g. Anita McGahan’s How Industries Evolve, but few go beyond merely discribing the issues.