In an economic system it would be a producer surplus, consumer surplus analysis. The level of the competition would determine how much would be passed to the consumer. In a highly competitive industry like the automotive, most of the benefit ends up in the consumers' hands.
In an oligopoly situation, which we had with GM, Ford, and Chrysler for the first 90 years of our industry, most of it ended up at GM, Ford, and Chrysler. We're out of that era. But it really would depend on an analysis of that.
You also identified that there are a lot of culprits here. Labour is an easy target. They make themselves an easy target, unfortunately. But they're only one of the targets--and they may not even be the most important target. I would put bond holders ahead of labour.