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GM News, New Models and Market Share

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  • m4d_cowm4d_cow Member Posts: 1,491
    I just wish to use this opportunity to say Merry Christmas to those who celebrate, and happy holidays to those who don't.
    We don't always get along, and our views may contradict with each other. But nevertheless, it's holiday season. Have fun, guys
  • torque_rtorque_r Member Posts: 500
    Lexus has announced a new hybrid-only sedan called Lexus HS, to be shown at Detroit Auto Show. The 2010 Lexus HS250h will go on sale during 2009, or at least one full year before the Volt, and will be priced about similarly.
  • gagricegagrice Member Posts: 31,450
    The 2010 Lexus HS250h will go on sale during 2009, or at least one full year before the Volt, and will be priced about similarly.

    The HS250h will just be a re-badge of the Camry Hybrid. It better get better mileage or the Fusion/Milan hybrid will cut into the sales. Unlike the Volt none of these are Plug-in Hybrids. Until they actually go on sale the Volt will be GM vaporware. The key being new battery technology that is virtually untested in any vehicles. Li-Ion or whatever the latest combination to be tried, has NO longevity history. Even the Prius with NiMH battery, has not reached its expected life cycle of 10 years.

    As far as GM and hybrids go they are a farce. I owned one for a short time and the only thing it offered that was practical was a heavy duty 110 volt AC supply for running power tools or emergency power. I hated the auto stop feature as it would stop going around a corner and then surge when you tried to accelerate. Bad in the rain. Glad I was able to get a decent price selling it.
  • uplanderguyuplanderguy Member Posts: 16,861
    That the Fusion is built in Mexico is enough to keep me from considering it. Ford seems to build more cars (probably can't say that about trucks) in Mexico than GM does; not sure why.

    Bill
    2024 Chevrolet Corvette Stingray 2LT; 2019 Chevrolet Equinox LT; 2015 Chevrolet Cruze LS
  • gagricegagrice Member Posts: 31,450
    My favorite vehicle to date was my 1998/99 Chevy Suburban. It was assembled in Mexico. I kept it 7 years, and should not have sold it to buy a 2005 GMC hybrid PU truck. The fit and finish on the Mexican built Suburban was better than the US-UAW built GMC Sierra PU truck. The 3 previous GM PU trucks were built in Canada and Mexico. All were better than the last GM truck. So when I see reports that GM is improving I question which vehicles. GM sure did not improve from 1998 to 2005 building PU trucks.

    So two reasons Ford may build more in Mexico. Cost of labor and quality of workmanship. I would bet you get less complaining out of Mexican workers also. They are Union in Mexico. So that should please Rock & DD.

    That's not to say Detroit isn't already saving a bundle by moving to Mexico. Mexican assembly workers average just $3.50 an hour plus benefits, compared with about $27 hourly plus benefits at a GM or Ford plant in the U.S.

    http://www.businessweek.com/magazine/content/07_15/b4029081.htm
  • iluvmysephia1iluvmysephia1 Member Posts: 7,709
    then, that explains it then.

    That's not to say Detroit isn't already saving a bundle by moving to Mexico. Mexican assembly workers average just $3.50 an hour plus benefits, compared with about $27 hourly plus benefits at a GM or Ford plant in the U.S.

    Look at the savings Ford realizes by having their vehicles built there! The benefits are added to that $3.50/hr., true, but how much could the bene's be? Interesting and telling bit of data there.

    2021 Kia Soul LX 6-speed stick

  • gagricegagrice Member Posts: 31,450
    I really don't mind helping our neighbors to the South. I would imagine that $3.50 per hour is decent pay down there. Not like $30 in Flint would be. But a good living wage. Unless the Big 3 can shed their high costs up here they will have to do more in other countries. With the open borders to trucking why not Mexico and to a lesser degree Canada. Here is a question. In 2007 Congress allocated $25 billion for upgrading 20 year or older factories and for use on alternative energy research. I don't think a penny of that has been spent. Shows you how interested the B3 is in upgrading their US factories. They just keep shutting more down.
  • iluvmysephia1iluvmysephia1 Member Posts: 7,709
    where is GM planning on building the Chevy Volt, BTW? Cananada? Misspelling on purpose!

    Or by my new dentist friend in Sonora, Mexico?

    2021 Kia Soul LX 6-speed stick

  • cooterbfdcooterbfd Member Posts: 2,770
    The (not sure of spelling) Hammtramck plant in Michigan.
  • 62vetteefp62vetteefp Member Posts: 6,043
    In 2007 Congress allocated $25 billion for upgrading 20 year or older factories and for use on alternative energy research. I don't think a penny of that has been spent. Shows you how interested the B3 is in upgrading their US factories. They just keep shutting more down.

    Actually the government has not yet decided how the money will be distributed. Once they figure it out the automakers can then put in proposals and ask for it. But perhaps we are talking something different. The $25 billion for alternative energy research, etc. was not approved until September of this year. I do not know of, and could not find anything from 2007 pertaining to this.

    http://blog.mlive.com/chronicle/2008/09/auto_industry_to_receive_25_bi.html

    And as far as shutting down plants we will see more of it. GM up to this year had to keep plants open due to the fact that even if they closed a plant they still had to pay the workers even if they were sitting home. This last contract allowed massive hourly buy outs and the elimination of job banks.
  • 62vetteefp62vetteefp Member Posts: 6,043
    Looks like GMAC is now allowed to become a bank and get part of the bailout monies. So now they have the cash to load to dealers and get them going again. Very good news. Secondarily GM needs to divest from 49% to 10%. So some of that bailout money should go directly to GM for that 39%. Should be over $1 billion.

    GMAC LCC won Federal Reserve approval on Wednesday to become a bank holding company, giving it access to government lending programs, after owners General Motors and Cerberus agreed to cut their stakes.
    GM agreed to reduce its 49 percent stake in GMAC to no more than 10 percent, while Cerberus, which owns 51 percent, will distribute equity interests to investors to get its control to no more than 14.9 percent of voting shares.

    "GMAC believes becoming a bank holding company is the best long-term solution to provide automotive and mortgage financing to consumers and businesses, including auto dealers," spokeswoman Gina Proia said.

    GM's dealers had said that their customers were having difficulty getting credit from GMAC to buy new cars and were pressing for a swift resolution of GMAC's bid to become a bank.

    Detroit-based GMAC already has a banking unit that offers certificates of deposit and online savings accounts, but becoming a bank holding company will make it eligible for government support, including guarantees of new debt that it issues. The company could also apply for billions of dollars of capital under the government's $700 billion financial rescue program. ...
  • gagricegagrice Member Posts: 31,450
    Has GMAC ever operated as a full service bank before? Do you think they will become a full service bank? I am still baffled at the no money to lend issue. It looks to me like the banks are now becoming more responsible in their lending. Loaning someone 100% on a new car is total insanity. At best it is worth 80% when you drive it off the lot. Unless the person has impeccable credit, no more than 80% should be loaned on a new vehicle.
  • 62vetteefp62vetteefp Member Posts: 6,043
    GMAC is a non full service bank already. What I find confusing is that there are two/three GMAC institutions. One/two an online bank / mortgage company which have different websites yet link into each other if you look at CD's.

    http://www.gmacmortgage.com/index.html

    http://www.gmacbank.com/index.html

    And then they have a GMAC financial group that offers "Demand Notes" that when I call the above link they say they have nothing to do with the Demand notes, yet the logos look the same.

    http://www.gmacfs.com/us/en/business/investing/demandnotes/

    Which of these 3 are getting the money and becoming a bank?

    Well I answered my own question. Per the media GMAC FINANCIAL will be getting the money. I believe that when Cerberus bought GMAC from GM they only purchased the Financial part and not the bank/Mortgage part? So now there will be two GMAC banks?? So confusing.

    But now I found a link to GMAC bank/Mortgage from the GMAC financial website and this:

    GMAC Financial Services is a global finance company operating in and servicing North America, South America, Europe and Asia-Pacific. GMAC specializes in automotive finance, real estate finance, insurance, commercial finance and online banking. As of Dec. 31, 2007, the organization had $249 billion in assets and serviced 15 million customers.

    Founded in 1919 as a wholly owned subsidiary of General Motors Corp., GMAC was established to provide GM dealers with the financing necessary to acquire and maintain vehicle inventories and to provide customers a means by which to finance vehicle purchases. The company's products and services have since been expanded and now include three primary lines of business: automotive financing, real estate financing and insurance.

    On Nov. 30, 2006, GM sold a 51 percent controlling interest in GMAC to a consortium of investors led by Cerberus Capital Management, L.P., a private investment firm, and included Citigroup Inc., Aozora Bank Ltd. and a subsidiary of The PNC Financial Services Group, Inc.


    So it looks like all of the above is one company with 51% owned by Cerberus and 49% by GM. So the first link says they are a bank. What changed to make GMAC a bank that can get money? What is different that they can call themselves a bank holding bank??

    FYI, GM got $13 billion for the 51% they sold to Cerberus in 2006.
  • steverstever Guest Posts: 52,454
    And to further confuse things, as part of the "becoming a bank" deal, both Cerberus and GM have to get rid of a lot of their ownership of GMAC (but don't ask me which GMAC).
  • jae5jae5 Member Posts: 1,206
    But '62, I'm wondering if GMAC Financial* (* thinking this is the portion becoming the bank), will actually lend. I mean, if they follow the ways of the others blessed with taxpayer help, they may just hoard the bailout bonanza. What do you think?
  • 62vetteefp62vetteefp Member Posts: 6,043
    When Cerberus held 51% they had cut off the dealers and auto loans. Now that they have money to loan hopefully they will do so. Of course it is possible they sit on it. Per the financial media it takes time to get the money out and the great banks hopefully will get it going. We will soon find out!!

    If GM held 51% I would say it would get out since it would help GM. At 10% with non voting shares I believe they will have little recourse?
  • 62vetteefp62vetteefp Member Posts: 6,043
    General Motors has spent millions of dollars developing and marketing its 2010 Chevrolet Camaro, which is scheduled to go into production in February. But the bankruptcy of an interior parts supplier is threatening to delay the pony car, which isn’t just bad news for GM, but could have a ripple effect on dealers and even other suppliers.

    In an effort to prevent a delay of the new Camaro, GM has filed a lawsuit against Cadence Innovation LLC, accusing the company of “holding hostage” the parts it needs to put the car into production. The suit demands Cadence immediately hand over the parts and equipment required for a new supplier to take over. GM says it needs to have a new supplier in place by January 12th, or it will not be able to begin production of the Camaro on schedule.

    “Even one day’s disruption in supply of certain component parts could cause a shutdown of GM assembly operations, disrupting not only GM’s business, but the operations of countless suppliers, dealers, customers and other stakeholders,” the lawsuit states.
  • m4d_cowm4d_cow Member Posts: 1,491
    Ok, now that's bad. I personally find Camaro one of the few goodies GM has and now it's future in jeopardy.
  • kernickkernick Member Posts: 4,072
    Hmm - any manufacturer who has a millions of $ on the line, and only has 1 supplier of any critical part, hasn't really done any strategic planning.

    My company for example has our R&D people sourcing materials from a 2nd supplier even if we don't use them. We have them as a backup. On some of our parts we buy 50% from Supplier 1 and 50% from Supplier 2 to keep both in business, and to play one against the other if needed.

    GM then is really vulnerable to any strike. Or what if the plant making those parts has a fire and burns down tomorrow? Maybe GM ought to manage better, and stop suing others because of their stupidity.
  • plektoplekto Member Posts: 3,738
    As if we needed another piece of news to show how top heavy and brain-dead GM is being run. Our government is throwing all of that money away in a futile attempt to "save" something that the public has clearly wanted to just go away for a while now.

    And the truth to be told, there are more "foreign" plants operating on U.S. soil than ther are GM plants. Canada isn't the U.S. auto industry. Mexico isn't either. China is pretty much the anti-industry(think Anti-Christ for appropriate emphasis here).

    Tennessee and Georgia? Last I checked, those are inside the U.S. Yes, it's a "Japanese" make, but the reality is is that the U.S. auto industry has been taken over just like the TV and electronics industries were. And last I checked, people seem awfully happy to buy those iPods. And Hondas and Toyotas.

    Lastly - I bring this up again because the reality is that it doesn't matter where the car company's headquarters is. All that matters is where it's made. Those plants generate hundreds of millions of dollars a year in wages, upkeep, taxes, and other money just to keep running. And 99% of it is staying in the local economy. Honda is making a couple of thousand profit over cost on most cars that it sells. Most of that is eaten up by marketing and other costs, though. Their actual "profit" is very small. More than 50% of the entire cost of the car that you buy, though, is going into the pockets of the workers or someone who works or services or supplies the plant.

    The NUUMI plant in Fremont, CA. Generates a total of one billion dollars to the state economy. That's GM and Toyota working together, but it's not the norm. It's buying "Not made in the U.S." that's killing our industry. Not failing to support GM, Ford, and Chrysler.
  • 62vetteefp62vetteefp Member Posts: 6,043
    There are way too many "critical" parts to double tool since every part is critical. No one does it in the automotive industry UNLESS it is a shared part with big volumes and multiple plants. Very few parts like that, especially a niche product like the Camaro. Used to be that way though when it was not so competitive.
  • bpizzutibpizzuti Member Posts: 2,743
    THen it's GM's fault that they designed it with so many unique parts, and they've got no business suing.

    Know why the PC market isn't subject to the same worries? Standardization. Why is the automotive industry not standardized, even within brands? Don't know, but engine mounts on a Malibu and Impala aren't even the same. In retrospect, faced with the loss of possible "critical" suppliers, this may have been a major mistake, having so little standardization.
  • 62vetteefp62vetteefp Member Posts: 6,043
    The Malibu and Impala are different architectures with different powertrain mounting methods. One the old W car and the other the newer Epsilon. Shared mounts between Impala/LaCRosse/GP perhaps. And then between Malibu/Aura/G6 and new LaCrosse.
  • tlongtlong Member Posts: 5,194
    Very few parts like that, especially a niche product like the Camaro.

    So the Camaro is a niche product. The Volt will be a niche product. With perhaps the exception of the Malibu, where are the profitable non-niche products at GM, besides trucks and SUVs? Where is the mainstream competitive small car? Will that be the Cruze?
  • dave8697dave8697 Member Posts: 1,498
    Happy being Peons?

    If I could afford it I'd buy a new Chevy. I would like the R&D part spent in this country. Honda pays a paltry $320 wages to the american assembly worker for making their car here. Honda demands that their suppliers from Japan come over to Ohio to make the parts that go in their cars that are assembled here. There is very little R&D by the transplants here in USA. GM sells 9 million cars a year at $25000 avg. That is 225 Billion dollars in sales per year, worldwide. Honda has their eye on that!

    The better plan?

    Obama talks about a 700 Billion stimulus package to create jobs. We are all pissed because GM will get a $9 billion loan to keep 900,000 jobs. If Obama's plan is as good as GM's at job creation, his stimulus package will create 90 million jobs. 20 times as many as we could use.
  • tlongtlong Member Posts: 5,194
    Please spare me. Your post is so riddled with inaccuracies that I don't know where to begin, so let's just highlight a few:

    Honda pays a paltry $320 wages to the american assembly worker for making their car here.

    Assembly is a very *small* part of the labor going into making a car. Other US labor used in Honda vehicles:

    - Parts manufacturing (most of it in US for many Honda cars)
    - Engine plants
    - Parts transport
    - Assembly plant maintenance, overhead, management
    - Parts plant maintenance, overhead, management
    - Plant electricity, water, sewage, gas, etc. - all provided by US workers
    - Honda USA in California who puts together marketing and handles corporate customer service
    - Transportation of Hondas from assembly plants to the dealers on trains and trucks, all US labor
    - Honda dealerships: sales, administrative, service, maintenance, etc.
    - Honda advertising put together by advertising agencies in the US

    We are all pissed because GM will get a $9 billion loan to keep 900,000 jobs.

    GM does not have 900,000 jobs. You are drinking the UAW kool-aid. We keep hearing about how GM is labor competitive with the D3. So that means GM only pays around $320 labor per vehicle assembled, just like Honda.

    If you want to compare apples to apples then include all of the Honda-affected jobs just like all the GM -affected jobs. Not this foolish $320 vs. 900,000 jobs comparison which is total nonsense. Use the same comparison rather than slanting your argument so ridiculously that it means nothing. Or does the real argument not hold water?

    If Obama's plan is as good as GM's at job creation, his stimulus package will create 90 million jobs. 20 times as many as we could use.

    GM is good at job creation? Tell me where a $9billion loan is going to *create* ANY jobs. GM has been killing jobs left and right for 30 years. At least in this country, not so in China, Mexico, and Europe. You're probably trying to imply that a $9billion loan saves 900K jobs. Obama is trying to create jobs. GM is trying not to lose tons of jobs, which is a big difference.

    Using the same flawed logic as above, you also forget that the $9billion is just a down payment on $100billion or more to keep General Titanic Motors afloat for a few years until they eventually fail unless they make radical changes that they have not yet made. Like focusing more on quality vehicles rather than how many brands and dealers they can have.

    GM has had to cheapen its vehicles so much in the past 20 years to stay cost competitive that the quality difference showed. GM has lost over half its market share. If you are one of the few surviving UAW workers then the protected life has been good. All others have been screwed. Think of all the GM dealerships' staff that have lost their jobs over the past 5 years due to the UAW sucking all the resources for itself. There's some real American pride.
  • m4d_cowm4d_cow Member Posts: 1,491
    China is pretty much the anti-industry(think Anti-Christ for appropriate emphasis here).

    You're on the verge of touching a very sensitive issue here. Just a friendly advice, careful with the choice of words there. :);)

    I agree with the "built in US" issue. With so many parts of GM cars, hell all D3 cars for that matter, produced abroad, plus some built elsewhere then shipped to US, I wonder if the products still qualify as American made.
  • bpizzutibpizzuti Member Posts: 2,743
    This is why they actually had to come up with "standards" to be met when using the terms "Made in America" and "Assembled in America" etc. etc. Which is a bit scary, a rule actually has to say "to qualify for "Made in America" product must be assembled in north america and contain at least 70% American sourced parts, all of which must qualify for at least "Assembled in America" status."

    And what exactly is the penalty for fudging that, anyway? Probably nothing more than a slap on the wrist.
  • m4d_cowm4d_cow Member Posts: 1,491
    GM does not have 900,000 jobs. You are drinking the UAW kool-aid. We keep hearing about how GM is labor competitive with the D3. So that means GM only pays around $320 labor per vehicle assembled, just like Honda.

    GM by itself doesnt have 900k jobs, it's the total of factory workforce, parts suppliers, dealers, etc,etc that leads to a total of hundreds of thousands. I personally believe that only about half of that number will actually lose jobs, and not even for that long.
    But 900k is a ridiculous number imo. Like I mentioned earlier so many parts for GM cars are made overseas, I cant really believe some of those "parts suppliers" even exist.

    My prediction: some parts suppliers will still live, supplying parts to other makers instead. Some dealers will fold, a few start selling other brands, the same as assembly workers. Another point, within a few years companies will come in and cherry pick the GM assets, then a new company emerges, employees will be called back. The good apples will stay alive, the bad ones... oh well, who cares about them anyway.

    If Obama's plan is as good as GM's at job creation...

    What the??????? LMAO, nice joke, Dave... goodness, this is too hilarious... :P :P :P
  • plektoplekto Member Posts: 3,738
    No offense meant, obviously. But to any U.S. based industry, the second it is outsourced to China, it's as good as swallowing a pound of arsenic. There's nothing to stop GM's U.S. workforce being completely gone in a decade if they start making cars in China. GM currently, though, seems to be hell-bent on outsourcing everything.

    We have to protect the jobs, and not just the "big 3". Every plant that makes a car in the U.S. needs to be seen by the public as vital. For instance, if the NUUMI plant in California were to close, that would take one billion a year in primary and secondary costs out of the economy here. If Honda's plants closed and stopped making cars, it would be a similar disaster.

    I think what needs to be done is a big media campaign. One that puts the focus on "Made in the U.S.A." and not where the company's headquarters is. And, yes, it should give GM and Ford grief for making vehicles in Mexico and then whining to The Government about needing money to prop up those foreign interests.
  • m4d_cowm4d_cow Member Posts: 1,491
    That I actually somewhat agree. Not only GM, all American industries are leaning towards outsourcing nowadays. Can't be helped, the labor and operational costs in US and many other "economically strong" countries keep rising to the point it became much cheaper to just producing it elsewhere and import it to US.
    I guess the only way to return investments and manufacturing jobs back to US is to lower costs again. This includes labor wages and other operational aspects, at least back to the point where it can become competitive again with outsourcing. How that can happen is something I'm honestly still trying to figure out :blush:
  • fintailfintail Member Posts: 58,415
    Just lower everything to a dumbed down globalized serfdom standard of living. That's the strategy all along.
  • circlewcirclew Member Posts: 8,666
    I'll take a stab at it. All prices must go down wages, products materials and taxes.

    Then, we can create jobs the old fashioned way because an honest living can by the goods others create and make. We can't pay $4.50/gal. for milk and tax people at 30% and expect them to spend money to by the products other people make. Unless you buy everything on credit and care less when you can pay it back. Sound familiar?

    Regards,
    OW
  • circlewcirclew Member Posts: 8,666
    Take a look at US CAR Sales through November 2008...Ridiculous! This is their best??

    Top 20 Vehicle Sales YTD vs. 2007

    Model YTD 2008 % Chng 2007

    Ford F - Series PU 473,933 -25.4
    Chevrolet Silverado PU 431,725 -23.5
    Toyota Camry / Solara 411,342 -5.3
    Toyota Corolla / Matrix 328,878 -4.1
    Honda Civic 321,987 5.9
    Honda Accord 350,441 -2.9
    Dodge Ram PU 229,222 -29.7
    Chevrolet Impala 244,692 -16.6
    Honda CR-V 183,346 -8.6
    Nissan Altima 252,357 -2.8
    GMC Sierra PU 155,564 -17.5
    Ford Escape 145,577 -4.4
    Chevrolet Malibu 159,733 51.8
    Toyota RAV4 128,225 -19.3
    Ford Fusion 137,295 0.9
    Toyota Prius 151,025 -9.6
    Toyota Tacoma PU 135,962 -15
    Ford Focus 184,152 15.7
    Toyota Highlander 96,870 -14.4
    Chrysler Town & Country 110,411 -10.9

    The Big 3 sold 775,872 cars vs. 1,665,005 by the A3 in the top 20. Real nice, eh?

    Regards,
    OW
  • 62vetteefp62vetteefp Member Posts: 6,043
    good data. Malibu went up 52%. Closest was the Focus at 16%.

    I am really confused on why is the Cobalt not there? They have sold 175,259 thru November (-4.2%) Where does this data come from? Some of it does not agree with published data. Impala is correct but the Malibu is low. The G6 also sold 132,534 (down .3%) which would have been about 17th on this list.

    Whys is the Impala listed below Dodge Ram? The numbers are 08 so they are not reordered for 08??? What is an A3?

    But the numbers are from a different socio/economic time. For this coming year it will be more like what has happened from October on which will be very interesting. Pretty much all compact and subcompact vehicles (including Hybrids) have plummeted around 70%. Look for the Cobalt/Civic/Corolla/Prius to go to the bottom of the list and perhaps drop off.
  • nippononlynippononly Member Posts: 12,555
    I will bet you a dollar the Corolla and Civic will be in the top 20 for sales in 2009, and we can settle up on 12-31-09, agreed? ;-)

    With the domestics, I think it is a lot more instructive to look at how retail sales have changed, because that's who is really BUYING these cars and trucks. I would assume, for instance, that while Impala sales are down so much overall, they are down a lot less for retail sales? I know that both Ford and GM have continued their 2007 successes this year in getting fleet sales down.

    Having said that, I will also say that what catches my eye here is just a few of the numbers: in year 3 (year 4? year 5? I am losing track) of the Lutz plan to turn the ship, GM's volume is still in the Silverado (as is Ford's in the F-150) whereas Toy/Hon's is in the Camry/Accord. They also have the Corolla/Civic, which has no sales counterpart on the domestic side, although Focus and Cobalt do sell well, just at roughly half the volume. And I don't know fleet numbers there, but with both of those models pretty old at this point, I would bet there are a lot of Focuses and Cobalts getting shovelled into the rental fleets.

    2014 Mini Cooper (stick shift of course), 2016 Camry hybrid, 2009 Outback Sport 5-spd (keeping the stick alive)

  • 62vetteefp62vetteefp Member Posts: 6,043
    I never said those two would go off. I was referring to the Cobalt and Prius but Corolla/Civic will drop if gas stays at $1.50 and those with little money at teh bottom of the wage scale continue not to buy. What is selling is vehicles to those at the upper end of the middle class and above who are more confident of their jobs. Then again even at that end things can go bad pretty quick.
  • circlewcirclew Member Posts: 8,666
    The numbers come from the Wall Street Journal. I do not have answers for the differences. A3 = Asian 3

    Let's see what happens in December. Goldman Sachs predicts GM is down 42%.

    Regards,
    OW
  • steverstever Guest Posts: 52,454
    Doesn't look like next year is going to be any better either.

    Edmunds Forecasts 5 Percent Further Decline in Vehicle Sales in 2009

    I don't see a breakdown by make.
  • 62vetteefp62vetteefp Member Posts: 6,043
    Took a look at WSJ. This is a list of top 20 vehicles for November. So the cars I listed (Cobalt and G6) were not in the top 20 for November but would be for the year.

    What I do not understand is where I got my data for Cobalt/Civic/Corolla that said 65% drop. I know I posted it here yet the WSJ does not show that. Need to investigate.

    Found the data. It was a 65% from May to November. May was the height of the gas price mania and November is at the low. And with that data it looks like the Compacts will probably keep their relative positions.

    The Civic that was hot in May 2008 with 53,299 sales was not in November
    with 17,690 sales,(that is a 70% drop!!) according to the Automotive News Data Center. Ditto the Corolla, 52,826 sold in May 2008 versus 21,807 (60% drop) sold in November; and the Focus, 32,579 sold in May versus 8,194 sold in November.(75% DROP) Cobalt was down 65%.
  • 62vetteefp62vetteefp Member Posts: 6,043
    But if you look at the chart it shows that before the price increase of gas in May trucks outsold cars and then from May til August cars outsold trucks and now trucks are now outselling cars.

    Also Malibu was the only vehicle in November to actually increase volume from 2007 (35%).

    Ram truck is 7th on the list. That shows that Chrysler has at least something to bargain with. If Nissan had the money they should pick up the truck part.
  • circlewcirclew Member Posts: 8,666
    Interesting and thanks for that insight. Hopefully the economy turns soon but it looks rather bleak for now.

    I am going to post a yearly sales chart after I format it later on.

    Regards,
    OW
  • circlewcirclew Member Posts: 8,666
    Here is the chart for trailing twelve month sales Nov. '07 - '08. If December is as low as the last 2 months (very likely) and the economy worsens, there will be much turmoil in the auto industry in Q1 2009...and everyone will need more bailout cash!

    image

    Regards,
    OW
  • kernickkernick Member Posts: 4,072
    I think Edmunds is being far too optimistic, as I think the following supplier estimate (12/16/08) of the 2009 market is more valid. It looks like 9.3M is the expected number for North American sales.

    "In October, Glendale-based Johnson Controls said it assumed there would be production of 12.3 million vehicles in North America and 21.2 million in Europe. The company's latest production estimates for 2009 are 9.3 million units in North America and 16.2 million in Europe."

    http://www.jsonline.com/business/36225934.html

    This downturn in the economy is not yet thru, with more dominos to fall. Commercial real estate is going to go bust next, unless they get several hundred billion in bailouts. And banks have not yet started taking losses on people's defaults on credit cards en-masse.
  • circlewcirclew Member Posts: 8,666
    I would think between 9 and 10 million units would be what to expect...unless things get worse and more jobs are lost. Don't need a car to go to unemployment...just apply on-line.

    Regards,
    OW
  • 62vetteefp62vetteefp Member Posts: 6,043
    It was asked before if GMAC would actually lend the money they have now received from the TARP funds, unlike the rest of the banking industry. Looks like they will be using the money for what it was intended.

    How good is 621 vs. 700? Is a 621 a very high risk? What are the GM competitors doing? Are they also limited to 700 or can they go lower?

    Fresh off of receiving a hefty bailout, GMAC says it is opening up its loaning channels to potential buyers with credit bureau scores of 621 or higher. Two months ago, GMAC limited its loans to potential buyers with credit scores of 700 or higher, but the financial institution says it will begin loaning to those who meet the lower criteria effective immediately.

    “The majority of GMAC’s auto financing has been in the prime arena,” GMAC President Bill Muir said in a statement released earlier today. “Therefore, opening access to credit for those with CB [credit bureau] scores of 621 or better will allow us to return to more normal levels of financing volume, and should help in efforts to stabilize the U.S. auto industry.”


    OK I found this:

    Up to 499: 1%
    500 - 549: 5%
    550 - 599: 7%
    600 - 649: 11%
    650 - 699: 16%
    700 - 749: 20%
    750 - 799: 29%
    Over 800: 11%

    So the number of eligible buyers went from 60% to about 80%.
  • kernickkernick Member Posts: 4,072
    Well there are about 300M people in the U.S. Of that roughly 200M(?) are old enough to buy a vehicle? And we've been buying 16M vehicles per year. So that works out to roughly 8% of the population buy a new vehicle any given year.

    Seeing that it is the wealthier part of the population that buy new vehicles, and these people are likely to have better credit scores, I don't see where GMAC lowering their acceptable score is going to help drive sales much.

    In fact there have been plenty of local banks and credit unions where you could get an auto loan, all thru this period, with lower credit scores.

    I just don't see the lower 40% of the credit-score population, who are struggling from paycheck-to-paycheck, going out shopping for a typical $25K vehicle. And if they do go out and buy something like this then they are a higher risk to default on the loan.

    I think this society needs to live within its means, rather than giving people loans for houses and vehicles which they can not afford. When enough of these sorts of loans are given out and defaulted on, that's what damages the whole economy.
  • cooterbfdcooterbfd Member Posts: 2,770
    I notice your Genesis is doing REAL well. Sold a WHOPPING 1,151 cars in Nov., as opposed to the old, dusty, outdated, Lucerne which sold 3,134. Even the CTS outsold it with 2,902 sales. Even the Enclave outsold it with 2,288.

    I guess everybody knows it's STILL just a Hyundai, even though they hide the emblems real well. :P
  • bpizzutibpizzuti Member Posts: 2,743
    I notice your Genesis is doing REAL well. Sold a WHOPPING 1,151 cars in Nov.

    How many cars showed up on our shores? Are you willing to quote all of these numbers as percentage of inventory sold versus just pure volume? :shades:

    (Incidentally, i have no clue what percentage of available inventory each one sold, but I am curious).
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