I am a lawyer, but this is not legal advice. haha
First, BMW is likely putting a lot of pressure on the manufacturer of the airbags to provide the replacement airbags or have contracted with another supplier for them. I presume the initial manufacturer is in breach of their agreement and as such, can be held liable for all costs resulting from the defective airbags, including potentially, BMW's lost profits. With that said, I agree with the statement that they are likely limited by how many airbags they are receiving under either scenario. I just wish they would communicate with us better. As for the second point about allowing us to take ownership of cars even with the open recall, it is likely as a result of the regulation cited above, as well as potential liability. It is one thing to notify drivers of the recall and then have them come in at their convenience to fix it (which then puts the responsibility on the driver to follow up) versus handing new drivers a car it knows to be defective.