chokonen888 wrote:Delay delay delay...Takata may be out of business (or operating as a "new" entity before this is resolved) though I think they're probably fucked either way. J-car manufacturers aren't going to risk using them after this.
Talking to someone in the business they feel that they are well and truly stuck with Takata for the present and are having to pay Takata for the replacement bags and pay for fitting them. Without doing both Takata would be out of business in an instant and then they would have no supplier and be competing with each other to buy bags off one of the two American companies that make bags. Even then there wouldn't be anywhere near sufficient supply - They need millions upon millions of the things and they need them yesterday.
In the longer term I suppose all sorts of things could happen. I doubt if they are going to just forgive and forget but they will need an unbroken supply of bags. Someone could set up from scratch but that's expensive or someone could launch a takeover of Takata with the tacit or not so tacit support of the manufacturers. My guess would be a takeover - unsurprisingly the share price is way down.