General Motors

GMleader

General Motors is one of the world's largest automakers by revenue. GM earns the majority of its profits from high-margin trucks and large SUVs in North America, while investing heavily in its Ultium EV platform to transition to electric vehicles.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($187B)

Data statis (memuat keuangan langsung…)

GMNA (North America) (80%)

GMI (International) (12%)

GM Financial (8%)

Komposisi segmen dan pelanggan utama

Detail produk

Chevrolet Silverado / GMC Sierra Trucks35%

GM's top-selling light-duty trucks, competing directly with Ford F-150. Consistently top-3 best-selling vehicles in the US.

Chevrolet / GMC / Buick / Cadillac SUVs30%

Large SUV lineup including Tahoe, Suburban, Yukon, and Escalade — among the highest-margin vehicles globally.

Ultium EV Platform10%

GM's next-gen EV architecture powering Hummer EV, Silverado EV, Equinox EV, and Blazer EV. Targeting 1M+ EV units by 2025.

Cruise Autonomous Vehicles3%

Self-driving robotaxi service. Operations paused in 2024 following regulatory issues; restructuring underway.

GM Financial22%

Captive auto lending arm providing financing for GM vehicles globally.

Hubungan Rantai Pasok

Pesaing

Ford Motor Company

Trucks, SUVs, EVs

Dampak: Primary North American rival

Pemasok Utama

Albemarle Corporation

Lithium for Ultium EV batteries

Dampak: Critical EV supply chain

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Katalis mendatang

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Info Perusahaan

Kantor Pusat

Detroit, Michigan, USA

Didirikan

1908

Karyawan

163,000+

Situs Web

gm.com

Gambaran umum sektor — 소비재 (경기민감)

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