I think the bigger problem is that there probably isn't a lot of excess airbag supplier capacity in the supply chain. Its very difficult to get rid of a supplier like Takata because all the existing companies are already at capacity and they cant bring any new capability online in less than 1-2 years due to long lead time items and Takata having already locked in the sub component manufacturer capacity.

The world only really produces enough subcontinents for existing auto manufacturing. Since Takata hasn't removed themselves from the supply stream they are still producing airbags (even if nobody is buying them) there aren't enough subcomponenets out there for the other manufacturers to build many more bags even if they wanted to. It doesn't really make sense for the other suppliers to scale up MFG capability beyond what is already existing for a temporary need like this so the other makers may be outputting 10-20% extra but would have difficulty covering the gap.

Takata basically has its customer hostage because now that the recall has been issued there will be lots of angry customers looking for Airbags that cant get them. Demand for airbags will be at an all-time high while supply will be impossibly low (without Takata). So they will be able to negotiate for all sorts of concessions. They may even be able to get the manufacturers to pay for facility upgrades to prevent the "problems" with previous bags. The big companies will likely for a lot of the engineering hours to fix the problems because they cant live without the airbags.