“John (Leahy) always used to say that when you get to 60 per cent market share that is the tipping point,” says a former colleague. “After that the whole market will get trashed and people start acting irrationally.”
https://www.ft.com/content/6a1ae943-ff2 ... 466e47c8ff
With Airbus deliveries, backlog going over 60%, hundreds of MAX standing in deserts, the 787 delivery stop having it's first birthday and 777x certification still experiencing new insights, people start to worry about a healthy market situation for the industry (incl. Airbus) long term. Airlines also are reviewing, preferring dual sources.
Airbus is asking suppliers to ramp up production in what might become an real unbalanced market situation. With all industrial and political consequences of that..
If you are linked to the loosing side things become "unfair" quickly and political driven "leveling the playing field" is around the corner.
Old school economics tend to feel market forces will correct and balance the situation. I doubt it.