I think they will survive. I hope they will survive; I love my Hobbit and PotC. I think they will have to make better business and production decisions than they have in the past, to survive. Since they've started to remove the over-the-top features that made WoZ, Hobbit, DI and PotC such special "experiential" machines and stripped down for Wonka...I really believe it will come down to these next 3 releases (Wonka, GnR, TS) as a turning point of sorts.
Wonka, GnR and TS need to be: standard body (so JJP can make profit); make $$ on route; have great design and shots; have great rules and code updates as in the past with JJP. Appeal to the masses AND Pinsiders/Pinheads (unlike Stern, who are so entrenched/large and profitable that they only really need to do well on route IMO).
I get the impression, from the company's behavior, that the investors want to see more profit.
There are too many players that aren't Stern...some may have to go in the next few years.