Another Massive Airbag Recall Peers Over the Horizon

Matt Posky
by Matt Posky

Just when it looked like the Takata airbag inflator recall was finally wrapping up, U.S. safety regulators have indicated that 52 million inflators made by ARC have likewise been placed under consideration for recall. The circumstances are unpleasantly familiar. Like the Takata units that ran the risk of spraying cabin occupants with deadly shrapnel during a crash, the ARC inflators may also pose a serious risk to those they’re supposed to save.


Based on a recent report from The Wall Street Journal, two people are already believed to have lost their lives due to the presumed defect. The National Highway Traffic Safety Administration (NHTSA) conducted a meeting this week to determine the severity of the issue and how best to progress.


It seems likely that a recall will be conducted and probably a huge one. The NHTSA already issued a letter to ARC in April demanding it recall defective inflators. However, the agency still needs to decide which vehicles will be impacted — something that will be incredibly daunting considering the scope of the investigation.


From WSJ:


ARC has refused the regulatory request, resulting in NHTSA having to take the unusual step of scheduling a hearing, which is necessary if it wants to formally order a recall. The company will make a brief statement at the meeting, a lawyer for ARC said.
The auto supplier has said extensive field tests show no defect and the air-bag ruptures that have occurred are few and isolated.
Aside from GM, there are 11 other automakers that have the ARC air-bag inflators covered by NHTSA’s action, including Ford Motor, Volkswagen, Toyota Motor and Hyundai Motor.
Some of the known air-bag explosions have occurred in GM vehicles with one resulting in a fatality and others in injuries.
GM so far has done five recalls over a span of six years on vehicles that have the ARC-made air bags.
The latest one was earlier this year, when it recalled nearly one million Chevrolet and Buick SUVs, after a Michigan woman was injured in a crash in March.


It’s something GM has been working on. But it may have installed some 20 million vehicles with defective airbag units over the years. Other brands will find themselves in a similarly difficult situation, as the ARC inflators started being manufactured in 2000 and continued through 2018. Just determining every model that may contain one will be a challenge in itself.


The good news is that the issue turning into something fatal isn’t terribly likely. Based on an investigation that started eight years ago, the NHTSA believes that only one out of every 370,000 airbag inflators will actually rupture in a manner that might endanger someone. But the bad news is that it’s still going to require a costly recall. Takata set the industry back by billions of dollars and the pending ARC recall is poised to do the same.


[Image: General Motors]

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Matt Posky
Matt Posky

A staunch consumer advocate tracking industry trends and regulation. Before joining TTAC, Matt spent a decade working for marketing and research firms based in NYC. Clients included several of the world’s largest automakers, global tire brands, and aftermarket part suppliers. Dissatisfied with the corporate world and resentful of having to wear suits everyday, he pivoted to writing about cars. Since then, that man has become an ardent supporter of the right-to-repair movement, been interviewed on the auto industry by national radio broadcasts, driven more rental cars than anyone ever should, participated in amateur rallying events, and received the requisite minimum training as sanctioned by the SCCA. Handy with a wrench, Matt grew up surrounded by Detroit auto workers and managed to get a pizza delivery job before he was legally eligible. He later found himself driving box trucks through Manhattan, guaranteeing future sympathy for actual truckers. He continues to conduct research pertaining to the automotive sector as an independent contractor and has since moved back to his native Michigan, closer to where the cars are born. A contrarian, Matt claims to prefer understeer — stating that front and all-wheel drive vehicles cater best to his driving style.

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  • The Oracle The Oracle on Oct 06, 2023

    Not looking promising, however many of the older GM models are likely no longer on the road.

    • See 2 previous
    • Kwik_Shift_Pro4X Kwik_Shift_Pro4X on Oct 08, 2023

      @Art_Vandelay Its funny because its true from what I've seen.


  • Sayahh Sayahh on Oct 08, 2023

    "Based on an investigation that started eight years ago, the NHTSA believes that only one out of every 370,000 airbag inflators will actually rupture in a manner that might endanger someone." Is this from spontaneous inflation or from actual triggered inflation when rear-ending the car in front of you, i.e., rate of fatal injury from ARC inflator exploding when it shouldn't versus when it should?

  • Bd2 Lexus is just a higher trim package Toyota. ^^
  • Tassos ONLY consider CIvics or Corollas, in their segment. NO DAMNED Hyundais, Kias, Nissans or esp Mitsus. Not even a Pretend-BMW Mazda. They may look cute but they SUCK.I always recommend Corollas to friends of mine who are not auto enthusiasts, even tho I never owed one, and owned a Civic Hatch 5 speed 1992 for 25 years. MANY follow my advice and are VERY happy. ALmost all are women.friends who believe they are auto enthusiasts would not listen to me anyway, and would never buy a Toyota. They are damned fools, on both counts.
  • Tassos since Oct 2016 I drive a 2007 E320 Bluetec and since April 2017 also a 2008 E320 Bluetec.Now I am in my summer palace deep in the Eurozone until end October and drive the 2008.Changing the considerable oils (10 quarts synthetic) twice cost me 80 and 70 euros. Same changes in the US on the 2007 cost me $219 at the dealers and $120 at Firestone.Changing the air filter cost 30 Euros, with labor, and there are two such filters (engine and cabin), and changing the fuel filter only 50 euros, while in the US they asked for... $400. You can safely bet I declined and told them what to do with their gold-plated filter. And when I changed it in Europe, I looked at the old one and it was clean as a whistle.A set of Continentals tires, installed etc, 300 EurosI can't remember anything else for the 2008. For the 2007, a brand new set of manual rec'd tires at Discount Tire with free rotations for life used up the $500 allowance the dealer gave me when I bought it (tires only had 5000 miles left on them then)So, as you can see, I spent less than even if I owned a Lexus instead, and probably less than all these poor devils here that brag about their alleged low cost Datsun-Mitsus and Hyundai-Kias.And that's THETRUTHABOUTCARS. My Cars,
  • NJRide These are the Q1 Luxury division salesAudi 44,226Acura 30,373BMW 84,475Genesis 14,777Mercedes 66,000Lexus 78,471Infiniti 13,904Volvo 30,000*Tesla (maybe not luxury but relevant): 125,000?Lincoln 24,894Cadillac 35,451So Cadillac is now stuck as a second-tier player with names like Volvo. Even German 3rd wheel Audi is outselling them. Where to gain sales?Surprisingly a decline of Tesla could boost Cadillac EVs. Tesla sort of is now in the old Buick-Mercury upper middle of the market. If lets say the market stays the same, but another 15-20% leave Tesla I could see some going for a Caddy EV or hybrid, but is the division ready to meet them?In terms of the mainstream luxury brands, Lexus is probably a better benchmark than BMW. Lexus is basically doing a modern interpretation of what Cadillac/upscale Olds/Buick used to completely dominate. But Lexus' only downfall is the lack of emotion, something Cadillac at least used to be good at. The Escalade still has far more styling and brand ID than most of Lexus. So match Lexus' quality but out-do them on comfort and styling. Yes a lot of Lexus buyers may be Toyota or import loyal but there are a lot who are former GM buyers who would "come home" for a better product.In fact, that by and large is the Big 3's problem. In the 80s and 90s they would try to win back "import intenders" and this at least slowed the market share erosion. I feel like around 2000 they gave this up and resorted to a ton of gimmicks before the bankruptcies. So they have dropped from 66% to 37% of the market in a quarter century. Sure they have scaled down their presence and for the last 14 years preserved profit. But in the largest, most prosperous market in the world they are not leading. I mean who would think the Koreans could take almost 10% of the market? But they did because they built and structured products people wanted. (I also think the excess reliance on overseas assembly by the Big 3 hurts them vs more import brands building in US). But the domestics should really be at 60% of their home market and the fact that they are not speaks volumes. Cadillac should not be losing 2-1 to Lexus and BMW.
  • Tassos Not my favorite Eldorados. Too much cowbell (fins), the gauges look poor for such an expensive car, the interior has too many shiny bits but does not scream "flagship luxury", and the white on red leather or whatever is rather loud for this car, while it might work in a Corvette. But do not despair, a couple more years and the exterior designs (at least) will sober up, the cowbells will be more discreet and the long, low and wide 60s designs are not far away. If only the interiors would be fit for the price point, and especially a few acres of real wood that also looked real.
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