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Mexico: Exports to the U.S. Decline, Electrified Vehicles Grow
following the end of Infiniti QX50 and QX55 production at the end of 2025. Vehicle production at the plant was fully terminated in May 2026. GM also announced a USD 4 billion investment in June 2025 aimed at expanding production in the United States, and revealed plans to shift production of the Blazer and Equinox, which were manufactured in Mexico, to U.S. plants. Mexico Production Footprint Restructuring (Nissan and GM) The table can be s...
Market & Tech Reports Updated at: 2026/06/05
Analysis Report: Automatic Transmission (AT) (Japan, Europe, and Americas Markets)
ed models Stellantis ICE, HEV 6 FWD Dodge Hornet, Jeep Renegade, Jeep Compass 8 RWD Jeep, Dodge Charger, Dodge Durango, Chrysler 300, Ram 9 FWD Jeep, Chrysler Pacifica, Chrysler Voyager, Dodge Hornet GM ICE, HEV 6 FWD Trax, Equinox, Envista 8 RWD Colorado, Canyon, Cadillac CT4 9 FWD Blazer, Envision, Cadillac XT4 RWD Terrain 10 RWD Camaro, Tahoe, Suburban, Silverado, Yukon, Cadillac CT5, Cadillac Escalade Ford ICE, HEV 6 RWD...
Market & Tech Reports Updated at: 2026/04/17
Tesla: Struggling with Slowing U.S. BEV Demand and Intensifying Competition in China
olet Equinox 55,311 4 Chevrolet Bolt/Bolt EUV 38,120 4 Ford Mustang Mach-E 44,868 5 Tesla Model S 35,000 5 Hyundai IONIQ 5 42,733 6 Tesla Model X 24,600 6 Honda Prologue 37,359 7 Hyundai IONIQ 5 22,982 7 Ford F-Series 24,577 8 VW ID.4 20,511 8 VW ID.4 22,177 9 Kia EV6 20,498 9 Chevrolet Blazer 21,773 10 Rivian R1T 17,426 10 Rivian R1S 20,436 (Source: MarkLines U.S. sales volume by model (2022, Monthly 2025)) In the U.S. mark...
Market & Tech Reports Updated at: 2026/01/14
Analysis Report: Lithium-Ion Battery (Japanese, European, U.S. and Korean Markets)
nvert all passenger vehicle models to BEVs by 2035, but the recent decline in BEV demand and the 25% import tariff in April 2025 have led to a major restructuring of vehicle and battery production. Regarding vehicle plants, production was reduced for the Bright Drop EV at the Canadian plant and the Blazer EV (including the Honda Prologue) at the Mexican plant. Pickup production will be reduced at the Canadian and Mexican plants with production be...
Market & Tech Reports Updated at: 2025/12/01
Honda: HEVs thriving in North America and Japan
21-), CR-V (2017-), CR-V Hybrid (2019-), Accord Sedan (2025- planned), Accord Hybrid Sedan (2025- planned) Tennessee Spring Hill(GM) 3,937 118,000 106,951 Cadillac XT5, XT5 HV (2016-), XT6 (2019-2025 planned), Lyriq (2022-), Vistiq (2025-), Acura ZDX (2024-2025), ZDX Type S (2024-2025), Chevrolet Blazer (2027-planned) Canada Ontario Alliston 4,200 420,000 420,550 Civic Sedan, Civic Si, Civic Hybrid Sedan (2024-), CR-V (2012-), CR-V Hybrid (20...
Market & Tech Reports Updated at: 2025/09/26
Mexico (2) Production and exports affected by U.S. tariff concerns
company clearly stated that it has no plans to transfer EV production from Mexico to the United States. Adrian Enciso, head of GM Mexico's EV operations, also stated that "models like the Spark, which we sold in the past, might be produced in Mexico as well.” From 2023 onwards, production of the Blazer EV, Equinox EV, and Cadillac Optiq started at the Ramos Arizpe plant, with the aim of strengthening BEV production in Mexico. Major product-rel...
Market & Tech Reports Updated at: 2025/07/11
Analysis Report: Thermal Management of BEV Batteries (Europe, U.S. and China Markets)
TECH Electric 2024 B 〇 Stellantis Peugeot E-3008 / E-5008 2024 C 〇 Stellantis Fiat 600e 2023 B 〇 Stellantis Citroen E-C3 2024 B 〇 Volvo Polestar 4 2023 D 〇 Volvo EX30 2023 B 〇 VW ID.7 2023 D 〇 North America Ford Electric Explorer 2024 C 〇 GM Chevrolet Blazer EV 2023 D 〇 GM Chevrolet Equinox EV 2024 C 〇 Tesla Cybertruck 2023 Pickup truck 〇 China Geely Automobile Lynk & Co Z10 2024 D...
Market & Tech Reports Updated at: 2025/07/08
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (April 2025)
ly reduced, and attention is being paid to future trends in inventory numbers, especially for imported cars. GM confirmed that it has no plans to move EV production from Mexico to the U.S. despite the high tariffs imposed by the U.S. The company will continue to produce the Chevrolet Equinox EV, Blazer EV, Cadillac Optiq, and Honda Prologue at the Ramos Arizpe plant, and also mentioned the possibility of producing additional models such as the...
Market & Tech Reports Updated at: 2025/05/26
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (March 2025)
luctuate depending on policies and market conditions, and the situation is expected to be highly uncertain. GM confirmed that it has no plans to move EV production from Mexico to the U.S. despite the additional tariffs. The Ramos Arizpe Plant will continue to produce the Chevrolet Equinox EV and Blazer EV, the Cadillac Optiq, and the Honda Prologue (which uses GM's BEV platform), and may add subcompact EV models. The new Spark EUV is intended ...
Market & Tech Reports Updated at: 2025/04/25
GM (2) Global Sales Down, but Earnings Remain Strong
xpanding, driven by Korean-made vehicles such as the Envista and Trax, and vehicles imported from overseas sites now account for nearly 60% (58%) of the segment. There is concern that imports from China will be affected by the U.S. government's policy of tightening regulations in the future. Trailblazer (Korea) 52,099 4.0% -15.7% Trax (Korea) 90,463 7.0% 230.3% Buick Encore GX (Korea) 29,971 2.3% -1.2% Envision (China) 21,860 1.7% -20.7% ...
Market & Tech Reports Updated at: 2024/11/27
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
dstown, Ohio, in 2022, and then planned in Spring Hill, Tennessee, and Lansing, Michigan in 2024. The fourth plant, in New Carlisle, Indiana, is scheduled to start operation in 2027 in partnership with Samsung. Currently, in North America, the company is producing the Lyriq, Hummer EV (Pickup/SUV), Blazer EV, and commercial vehicle BrightDrop, all equipped with Ultium technology*, and will continue with the launch of the Cadillac Escalade IQ, Cel...
Market & Tech Reports Updated at: 2024/10/18
GM (1) EV Sales Growth Stalls, Electrification Plans Revised
the end of 2021. By the end of 2022, the mid-size SUV Cadillac Lyriq, the pickup truck/SUV GMC Hummer, and the BrightDrop commercial van series were launched. From 2023 onward to date, GM launched the full-size pickup truck Silverado EVin the main North American segment and the mid-size/compact Blazer EV/Equinox EV. EV production and sales expansion slows, targets revised GM's EV sales in the U.S. are lagging behind initial plans. The p...
Market & Tech Reports Updated at: 2024/10/08
Mexico: Chinese vehicles account for 30% of imports and 20% of sales
o-made models limited to pickup trucks and SUVs, primarily to meet U.S. demand. The main production models have been the full-size pickups "Chevrolet Silverado/GMC Sierra" produced at the Silao plant, but the proportion of SUVs, such as the compact SUV "Equinox/GMC Terrain" and the mid-size SUV "Blazer" produced at the Ramos Arizpe plant, is increasing, and in 2023 full-size pickups accounted for 42% of production and SUVs accounted for 58%. ...
Market & Tech Reports Updated at: 2024/06/14
SAIC: 3.5M NEV Sales by 2025, Launching 14 New Smart EV Models Overseas
6 3,634 8,317 2 Chevrolet Basic passenger car(sedan/hatchback) Monza 86,130 113,318 137,891 Aveo/ New Aveo - 364 41,953 Onix 13,725 35,203 23,005 Sail/New Sail 50,376 40,948 15,336 Malibu 51,128 35,779 13,448 Cruze 1,600 - - SUV Equinox 43,200 21,511 13,081 Menlo 3,020 7,203 5,646 Blazer 7,427 2,525 3,214 Trax/Tracker 9,676 8,272 2,931 Seeker - 7,302 1,151 Trailblazer 555 594 4 Captiva 1 - - MPV Orlando 2,980 4,247 503...
Market & Tech Reports Updated at: 2024/03/25
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (January 2024)
new rules regarding tax credits for the purchase of BEVs and PHVs (clean vehicle tax credit) in the U.S. went into effect, making vehicles equipped with batteries manufactured by Chinese manufacturers ineligible for the tax credit. The change will disqualify several models, including the Chevrolet Blazer EV, from receiving the USD 7,500 tax credit. It is expected that there will be more moves to open battery production facilities in the U.S., an...
Market & Tech Reports Updated at: 2024/02/28
U.S. Market: BEV Sales Ratio 7.5%, with over 20% in California
a regulation: 100% ZEV ratio in MY2035 Charging network development: GM, Ford, and three Japanese OEMs use Tesla's Supercharger network UAW strike: New labor agreement with Detroit Three GlobalData Sales Forecast: Light vehicle sales in the US will be 16.8 million units in 2026 2024 Chevrolet Blazer EV (Source: Chevrolet) In August 2021, the Biden administration announced a goal of 50% of light vehicle sales to be ZEVs (BEVs/FCEVs/PHE...
Market & Tech Reports Updated at: 2023/11/24
US Electric Vehicle Charging Infrastructure (1)
al charging (vehicle-to-grid) continues to make inroads. For example, GM has just announced multiple vehicles that will have two-way charging capabilities. This includes the 2024 Chevrolet Silverado EV RST, 2024 GMC Sierra EV Denali Edition (both previously announced), along with the 2024 Chevrolet Blazer EV, 2024 Chevrolet Equinox EV, 2024 Cadillac Lyriq, and the 2024 Cadillac Escalade IQ. These vehicles are currently slated to go on sale in Q4 ...
Market & Tech Reports Updated at: 2023/11/16
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
, scheduled to start operations in Indiana in 2027, is in partnership with Samsung. Currently in North America, the company produces the Bolt, Lyriq with Ultium technology*, Electra, Hummer EV, Cadillac Escalade IQ, and BrightDrop commercial vehicles, followed by the Celestiq, Silverado, Sierra EV, Blazer EV, and Equinox EV after 2024. The Bolt, built an an old platform, is scheduled to be discontinued at the end of 2023. Concerning the procureme...
Market & Tech Reports Updated at: 2023/11/01
GM (2): Global sales and earnings increase due to higher sales in the U.S.
s, with Equinox being GM's best selling model excluding pickups. The next generation ICE model is expected to be introduced in 2024. The Envision is an imported car from SAIC-GM. It will be the first model to be revamped in the first half of 2024 with Buick's new "Wildcat" design language. The Trailblazer/Encore GX located below is a car imported from South Korea. The Trax subcompact, also produced in Korea, was launched in H1 of 2023 as a new mo...
Market & Tech Reports Updated at: 2023/09/15
GM (1): Aiming for annual production of 1 million EVs in North America by 2025
class Bolt accounts for more than 90% of GM’s EV sales. CEO Mary Barra mentioned future EV conversion plans, announcing that production of the current Bolt will cease by the end of 2023 and that the all-new Bolt will be launched. The company also confirmed that it will launch the Silverado EV, Blazer EV, and Equinox EV by the end of 2023. These models belong to GM's main brands in the core segments of the U.S. market (full-size pickups, mid-...
Market & Tech Reports Updated at: 2023/09/06



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