"Takada event" impact on the global auto industry will still be aftershocks, related to the root cause of the recall is still being analyzed.What we care about is that this event will bring airbag market pattern for how to change?"Switching suppliers, is the major news media reported on the most. But, in fact, as early as a few years ago, a lot of automobile enterprise has the high switch products."An unnamed industry insiders said that although the high company is trying to save for the quot;recall" brings to the enterprise loss and negative effects, but it wont slow down the vehicle customers switch their products, choose other suppliers.And in this process, Whether China; s independent brand airbags can benefit from it? who will be the biggest beneficiaries?

to replace the high

Takada company recently announced the first quarter this year (from April to June) financial report, thanks to the United States, India and southeast Asia market sales growth, the company made money.But industry experts say, it doesn;t change across the fate of the future abandoned by the vehicle customer as accountability continue to push forward, the high or will lead to bankruptcy due to "recall" compensation.

The personage inside course of study thinks, the high rapid rebound in quarterly profits on a surprise.Because, although in 2014 is the high air sacs of vehicle recall, last quarter results reflect the remains of the previous orders.An industry experts told reporters: "the high gas generator of airbag is very cheap, but the replacement parts and free replacement will make the high production costs are greatly increased. The facts, many of the high vehicle customer in a few years ago it set out to switch suppliers."He told reporters, in the domestic market, the majority of China's independent brand automobile enterprise form a complete set of high products have been very careful.Last half year, geely automobile began to reduce the purchase quantity Takada airbag, vehicle brands such as Volkswagen also introduced a new balloon suppliers in a few years ago.

In the Chinese market, the main customer is given priority to with Japanese joint venture automakers, Volkswagen brand occupies a small amount, the independent brand of the share.At present the reporter understands, only Lifan is purchasing the high proportion of higher enterprise, its more than 80% of the vehicles equipped with high airbags.And legal system such as Dongfeng Peugeot, Dongfeng Citroen brand airbags, mainly by TRW, Autoliv and Jin identity supporting enterprises, does not use the high air, therefore is not affected by gasbag recalled.

biggest beneficiary is Autoliv with TRW

It is understood that after the "high incident", the market pattern of airbag is changed, but the independent airbag although production enterprises win a lot of orders, but not the biggest winner."In fact, after the high accident, the biggest beneficiaries are Autoliv and TRW companies."Jinzhou jin heng Zhao Chengming automotive safety systems co., LTD., general manager, told reporters.

Earlier this year, the Swedish supplier autoliv has several car companies, including Honda cooperation agreement, will provide these enterprises with rie fault gas generator of airbag, the total order more than 25 million pieces, and there are millions of pieces of orders are being discussed.In June this year, fiat, Chrysler motors start to 4.1 million vehicles in the United States to use the high security of air sac car repairs, switch to TRW automotive products.

Car market in China, the high, autoliv and TRW foreign-funded enterprises accounted for more than 80% of the airbag market share.Domestic enterprises, jinzhou jin heng developed rapidly in recent years, the market share accounted for 11% ~ 12%, the east JiuLe wait 4 ~ 5 airbag companies account for less than 10% of the market.