MarkLines Automotive Information Platform

Trump Tariffs: Impact on the North American Auto Industry

. US auto sales volume by OEM (2024) (Source: MarkLines Sales Volume Dashboard ) U.S. sales volume, market share and major models by OEM group (2024) Group Region Number of units (thousands) Share Main sales models GM U.S. 2,704.9 16.4% Chevrolet Silverado, GMC Sierra, Chevrolet Equinox Toyota Japan 2,340.0 14.2% RAV4, Camry, Corolla Ford U.S. 2,108.8 12.8% F-Series, Explorer, Transit Hyundai/Kia Other 1,708.2 10.4% Hyun...

Market & Tech Reports Updated at: 2025/05/02

Mexico (1) Sales grow fourth consecutive year in 2024, but growth slows

les figures reported by INEGI (Mexican National Institute of Statistics and Geography), electric vehicles accounted for 8.3% of total sales, while zero-emission vehicles (BEVs and PHEVs combined) only accounted for 2.2%. Among BEVs, the BYD Dolphin, Tesla Models X, Y, and 3, and the GM Chevrolet Equinox EV are said to be popular. According to the Mexican Electric Vehicle Association (Electromovilidad Asociación SC, abbreviated EMA), as of ...

Market & Tech Reports Updated at: 2025/04/30

Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (March 2025)

are likely to fluctuate 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 E...

Market & Tech Reports Updated at: 2025/04/25

Analysis Report: Airbag (U.S. and European Markets)

6ZB26 2023 Autoliv GM GMC Acadia (USA) TDL56 2023 ZF GM Chevrolet Camaro (USA) Gen-6 2023 ZF GM Chevrolet Silverado 1500(USA) GMT T1XX 2023 ZF GM Chevrolet Blazer (Mexico) Gen-1 2023 ZF GM Buick Enclave (U.S.) 4NH56 / 4NK56 2023 ZF GM Chevrolet Equinox (Mexico) Gen-3 2023 ZF GM Buick Enclave (U.S.) 4NH56 / 4NK56 2022 ZF GM Cadillac CT4 (USA) 6DE69 2022 Autoliv GM Ca...

Market & Tech Reports Updated at: 2025/04/24

Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets)

ght that the 6-speed AT would be phased out due to its low application rate in passenger cars, but the new Buick Envista model for 2023 is using a 6-speed AT, and it appears that the transmission will remain for the time being. Other 6-speed AT equipped passenger cars include the Chevrolet Trax and Equinox. The 10-speed AT jointly developed with Ford is produced in Romulus (Michigan) and Toledo (Ohio) and installed in sedans, coupes, SUVs, and pi...

Market & Tech Reports Updated at: 2025/04/15

Analysis Report: Brake (U.S. and European Markets)

(U.S.) Gen-1 2023 F) Brembo North America R) Brembo North America, Electric parking brake GM Cadillac CT5-V Blackwing (U.S.) Gen-1 2021 F) Brembo North America6 pistonR) Brembo North America4 piston F) BremboR) Brembo GM Cadillac CTS (U.S.) 2023 FR) Brembo North America GM Chevrolet Equinox (Mexico) 2023 R) ZF Active Safety And Electronics US GM Cadillac Escalade-V (U.S.) Gen-5 2023 F) Brembo North AmericaR) HL Mando GM...

Market & Tech Reports Updated at: 2025/03/21

GM (2) Global Sales Down, but Earnings Remain Strong

egular production in January 2023, and sales in 2024 increased significantly compared to the previous year. The diesel engine was discontinued in the new model. Colorado 41,823 3.2% 26.1% GMC Sierra 148,785 11.5% 4.0% Canyon 16,835 1.3% 43.6% Total 479,878 37.2% 6.2% Compact SUV Chevrolet Equinox 106,455 8.3% 0.6% The Equinox, Buick Envision, and GMC Terrain are sister models, with Equinox being GM's best selling model excluding pick...

Market & Tech Reports Updated at: 2024/11/27

Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)

rt 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, Celestiq, and Equinox EV in 2024, as well as the Silverado, Sierra EV, and next-generation Bolt in 2025. In October 2021, in the development of next-generation batt...

Market & Tech Reports Updated at: 2024/10/18

GM (1) EV Sales Growth Stalls, Electrification Plans Revised

25 Battery production: Construction of four Ultium cell plants underway, but progress delayed in 2024 Charging infrastructure: Building a high-speed charging network through alliances with other companies Autonomous driving technology: Development of dedicated models suspended The compact SUV Equinox EV released in May 2024(Source: GM) General Motors Company (GM) was one of the first to commit to an all-electric lineup, announcing in ...

Market & Tech Reports Updated at: 2024/10/08

Analysis Report: Car Navigation System (Japan, U.S., and European Markets)

Escalade (USA) 2021 LG Electronics Audio video navigation system GM Cadillac XT4 (USA) 2021 Zenrin Datacom Map data GM Cadillac XT5 (USA) 2021 Bosch HMI (Human Machine Interface) control module GM Chevrolet Colorado (USA) 2021 Bosch HMI (Human Machine Interface) control module GM Chevrolet Equinox (Canada) 2021 Bosch HMI (Human Machine Interface) control module GM Chevrolet Malibu (USA) 2021 Bosch HMI (Human Machine Interface) control ...

Market & Tech Reports Updated at: 2024/10/03

Analysis Report: Power Steering (Chinese Market)

e. The system supplier for the 2017 Skoda Octavia, Lavida and Touran is Bosch HUAYU Steering Systems. ZF is the systems supplier for SAIC-GM's 2015 Chevrolet Cruze. Nexteer is the system supplier for the 2016 Cadillac XT5, Chevrolet Trax, and Buick Encore. The system supplier for the 2017 Chevrolet Equinox, Captiva, Onyx and Buick Excelle is Bosch HUAYU Steering Systems. Nexteer is the system supplier for the 2023 Buick Envista and Chevrolet Seek...

Market & Tech Reports Updated at: 2024/09/27

Korean Market and OEM Activities: Slowdown in EV Demand, Expanding HV lineup

, up by 4.1% from the previous year. New model launch plan for 2024 On February 4, 2024, GM announced plans to introduce four new models including two EV models in Korea in 2024, enhancing its presence in the Korean Market. The EV models to be launched will be the Cadillac Lyriq and the Chevrolet Equinox SUVs and the gasoline models for the market include the Cadillac XT4 SUV and the Chevrolet Colorado pickup truck. The two EV models are based ...

Market & Tech Reports Updated at: 2024/07/25

Analysis Report: Power Steering (U.S. and European Markets)

umn assist electric power steering (CEPS) -not applicable- GM Chevrolet Camaro (USA) Gen-6 2020 Electric Hella GmbH & Co. KGaA (FORVIA HELLA) -not applicable- GM Chevrolet Colorado (USA) Gen-3 2023 Electric Nexteer Rack-assist electric power steering (REPS) -not applicable- GM Chevrolet Equinox (Canada) Gen-3 2019 Electric Robert Bosch GmbH Robert Bosch GmbH -not applicable- GM Chevrolet Equinox (Mexico) Gen-3 2023 Electric Robert ...

Market & Tech Reports Updated at: 2024/07/19

Analysis Report: Seat (U.S. and European Markets)

e Seating - Wentzville Bucket seats / split bench seats GM Chevrolet Colorado (USA) 2019 Faurecia Automotive Seating - Wentzville Bucket seats / split bench seats GM Chevrolet Corvette (USA) 2020 Lear Seats GM Chevrolet Corvette (USA) 2020 Lear Leather for seat trim / seat trim GM Chevrolet Equinox (Canada) 2022 Lear Seats GM Chevrolet Equinox (Canada) 2020 Magna Seats GM Chevrolet Equinox (Canada) 2019 Gentherm Inc. Seat heaters ...

Market & Tech Reports Updated at: 2024/07/04

Mexico: Chinese vehicles account for 30% of imports and 20% of sales

act sedan ended in 2022, leaving GM's Mexico-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% ...

Market & Tech Reports Updated at: 2024/06/14

Analysis Report: Exhaust System (Japanese, European and U.S. Markets)

) Gen-1 2023 R) Tenneco GM GM Cadillac XT5 (U.S.) Gen-1 2020 Tenneco Tenneco GM GM Chevrolet Blazer (Mexico) Gen-1 2023 Tenneco Tenneco GM GM Chevrolet Camaro (U.S.) Gen-6 2022 Faurecia GM GM Chevrolet Corvette (U.S.) C8 2020 Tenneco Tenneco GM GM Chevrolet Equinox (Mexico) Gen-3 2023 Bosal Mexico GM GM Chevrolet Suburban (U.S.) Gen-12 2021 Faurecia F ) Faurecia GM GM Chevrolet Silverado ...

Market & Tech Reports Updated at: 2024/05/30

Analysis Report: Airbag (U.S. and European Markets)

azer (Mexico) Gen-1 2021 Autoliv ZF ZF GM Chevrolet Bolt EUV (U.S.) Gen-1 2021 Autoliv Autoliv Autoliv Autoliv GM Chevrolet Camaro (U.S.) Gen-6 2023 ZF GM Chevrolet Camaro (U.S.) Gen-6 2022 ZF GM Chevrolet Camaro (U.S.) Gen-6 2021 ZF (TRW Mexico) GM Chevrolet Equinox (Mexico) Gen-3 2022 JSS GM Chevrolet Express 2500 (U.S.) Gen-2 2021 ZF Autoliv GM Chevrolet Silverado (Canada/U.S.) Gen-4 202...

Market & Tech Reports Updated at: 2024/04/25

Analysis Report: Lighting (U.S. and European Markets)

Cadillac XT6 (USA) 2024 Gen-1 ZKW Group (Zizala Lichtsysteme) GM Chevrolet Blazer (Mexico) 2022 Gen-1 Magna International [Ballast] OSRAM Licht GM Chevrolet Colorado (USA) 2022 RG Stanley Stanley GM Chevrolet Corvette (USA) 2023 C8 ZKW Group (Zizala Lichtsysteme) GM Chevrolet Equinox (Canada) 2021 Gen-3 Hella (Forvia Hella) Hella (Forvia Hella) GM Chevrolet Equinox (Mexico) 2023 Gen-3 [Ballast] Hella(Forvia Hella) ...

Market & Tech Reports Updated at: 2024/03/28

SAIC: 3.5M NEV Sales by 2025, Launching 14 New Smart EV Models Overseas

GL8 170,011 116,257 121,326 Century - 4,000 20,422 GL6 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 Trailblaze...

Market & Tech Reports Updated at: 2024/03/25

Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets)

ght that the 6-speed AT would be phased out due to its low application in passenger cars, but the new Buick Envista model for 2023 is using a 6-speed AT, and it appears that the transmission will remain for the time being. The only other 6-speed AT equipped passenger cars are the Chevrolet Trax and Equinox. The 10-speed AT jointly developed with Ford is produced at the Romulus Powertrain Plant and installed in sedans, coupes, SUVs, and pickups un...

Market & Tech Reports Updated at: 2024/03/21