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?

  • GregLocock Car companies can only really sell cars that people who are new car buyers will pay a profitable price for. As it turns out fewer and fewer new car buyers want sedans. Large sedans can be nice to drive, certainly, but the number of new car buyers (the only ones that matter in this discussion) are prepared to sacrifice steering and handling for more obvious things like passenger and cargo space, or even some attempt at off roading. We know US new car buyers don't really care about handling because they fell for FWD in large cars.
  • Slavuta Why is everybody sweating? Like sedans? - go buy one. Better - 2. Let CRV/RAV rust on the dealer lot. I have 3 sedans on the driveway. My neighbor - 2. Neighbors on each of our other side - 8 SUVs.
  • Theflyersfan With sedans, especially, I wonder how many of those sales are to rental fleets. With the exception of the Civic and Accord, there are still rows of sedans mixed in with the RAV4s at every airport rental lot. I doubt the breakdown in sales is publicly published, so who knows... GM isn't out of the sedan business - Cadillac exists and I can't believe I'm typing this but they are actually decent - and I think they are making a huge mistake, especially if there's an extended oil price hike (cough...Iran...cough) and people want smaller and hybrids. But if one is only tied to the quarterly shareholder reports and not trends and the big picture, bad decisions like this get made.
  • Wjtinfwb Not proud of what Stellantis is rolling out?
  • Wjtinfwb Absolutely. But not incredibly high-tech, AWD, mega performance sedans with amazing styling and outrageous price tags. GM needs a new Impala and LeSabre. 6 passenger, comfortable, conservative, dead nuts reliable and inexpensive enough for a family guy making 70k a year or less to be able to afford. Ford should bring back the Fusion, modernized, maybe a bit bigger and give us that Hybrid option again. An updated Taurus, harkening back to the Gen 1 and updated version that easily hold 6, offer a huge trunk, elevated handling and ride and modest power that offers great fuel economy. Like the GM have a version that a working mom can afford. The last decade car makers have focused on building cars that American's want, but eliminated what they need. When a Ford Escape of Chevy Blazer can be optioned up to 50k, you've lost the plot.
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