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According to the latest sales data from the United States, Toyota North America surpassed GM to become the top seller in the U.S. market in 2021 with 2332262 sales, thus ending GM's 90-year domination of the U.S. market.
According to the data, GM's sales in 2021 will be 2218228, down 13% year-on-year. The biggest reason for the loss to Toyota was the poor performance in the fourth quarter.
General Motors, sales in the U.S. market in the fourth quarter were 440745 units, down 43% year-on-year, of which: Buick sold 28,789 units, down 35% year-on-year;
Cadillac decreased 48% year-on-year to 22,385 units;
Chevrolet decreased 45% year-on-year to 288647 units sold;
GMC sold 100919 units, down 38% year-on-year.
From the perspective of models, the sales of pure electric vehicles can only be described as miserable.
In the fourth quarter of 2021, the last three months, GM delivered only 26 pure electric vehicles in the United States, the worst record since the launch of the Chevrolet Volt in 2010. The 26 all-electric vehicles include 25 Chevrolet Bolt EV/Bolt EUV and a pure electric Hummer.
Even Tesla boss Musk did not forget to comment on Twitter: need to improve!
Of course, the main reason for the dismal delivery of pure electric vehicles is the Bolt EV and Bolt EUV due to large-scale recalls and suspension of production due to battery problems.
According to the latest news, the shutdown of the Chevrolet Bolt EV/EUV was recently extended first to the end of January and then to the end of February. The lack of batteries could severely limit The production of Bolt EV/EUV in 2022, as new battery modules must be prioritized for recalled vehicles.
2021 was the best year for the Chevrolet Bolt EV/EUV, with 24,828 deliveries, up 19.6% year-over-year (more than 23,297 in 2017, when there was a $7,500 car purchase subsidy) and cumulative sales in the U.S. of 103,895.
Without battery defects, the replacement Chevrolet Bolt EV and the new Chevrolet Bolt EUV will have a great year. However, since September 2021, it has stopped sales of Bolt EV and focused on vehicle recalls.
In 2022, GM's main focus will be on vehicles based on the new Ultium platform, including the GMC Hummer EV Pickup/GMC Hummer EV SUV, cadillac Lyriq and Chevrolet Silverado EV/GMC Sierra EV, and Brightdrop commercial vehicles.
Most new electric vehicles should be launched by the end of 2022 or early 2023, and more will follow.
Steve Carlisle, executive vice president and president of North America at GM, said: "By 2022, we plan to use the strong economic recovery and expected chip supply improvements to increase our sales and market share. With the launch of GMC HUMMER EV, Cadillac LYRIQ, and Chevrolet Silverado EV and GMC Sierra EV, we will further strengthen our industry leadership in the automotive sector and begin to drive our position in the North American electric vehicle market. ”