GM has released its Q4 sales numbers, showing Ultium still ramping steadily, but overall EV sales are down as its best-selling model, the Bolt, winds down as Chevy takes it off the market in its best year of sales ever – leaving GM with only 3.1% EV share, well below the US average.
In Q4, GM sold a total of 19,469 EVs in Q4, a small decrease from last quarter’s total of 20,092, and a significant increase from Q4 2022 which had 16,266 EV sales.
After quite a bit of difficulty getting Ultium off the ground, GM’s new battery platform is finally seeing significant ramps in production. Both Lyriq and Hummer EV sales grew, and Blazer and Silverado EV finally saw deliveries of cars to the public, though still in small numbers.
Hummer EV had an impressive quarter, particularly considering how ridiculously excessive it is, with 2,028 in Q4 ’23, almost doubling last quarter’s sales of 1,167 units, and up from just 72 in Q4 of last year.
The Lyriq saw similar growth, as GM sold 3,820 Lyriqs, up from 3,108 in Q3 and from 86 (yes, 86) in Q4 of 2022.
So while we’re not yet seeing large volume deliveries of Ultium-based EVs, we are at least seeing significant ramping of deliveries each quarter now. Hopefully this means the kinks are getting ironed out at GM, and the floodgates can really open as the more mass-market models come into play.
One of those potentially more mass market models (at least, when the base model becomes available – as of now, it’s hard to justify the $56k base price when compared to the Lyriq) is the Blazer EV, which had its first customer deliveries in Q4. 463 Blazers were delivered to customers, marking the start of the model’s availability. But this number would have been affected by a temporary stop sale on the model related to software issues, which resulted in a recall today.
The Silverado EV also started deliveries to customers, but only the work truck version is available so far. It sold in similar numbers, with 443 units delivered in its first quarter of availability.
But the real mass market model, the Equinox EV, isn’t out yet. So we’ll have to see how the ramp goes on that, when it shows up later this year.
However, overall EV sales were down for GM, primarily due to one model: the Chevy Bolt. The Bolt had a down quarter, going from 15,835 units sold in Q3 to 12,551 in Q4 (also down from 16,108 in Q4 ’22). But this wasn’t because people aren’t interested in it – it was because GM ended Bolt production in December.
This is part of a planned phaseout of the Bolt so GM can focus on Ultium, including an upcoming Ultium-powered Bolt, but it also means that Chevy ended production on the Bolt during its absolute best year yet.
Previously, the Bolt’s best year sold 38,122 units in 2022. But in 2023, the last year of its existence, Chevy sold 62,045 Bolts – a 63% improvement. And now it’s done, so we won’t get to see how far up that line could have gone.
But if you’re still interested in a Bolt – and you should be, because it’s an excellent vehicle – you can still get one from Chevy in the next weeks and months. And it’s a better deal than ever now that the US EV tax credit is now easier to get for low-income buyers and available upfront as well, making it possible to get a Bolt for under $20k off the lot. If you’d like, you can use our links to contact your local dealers about the 2023 Chevy Bolt EV or 2023 Chevy Bolt EUV, and see if they have any in stock before it goes away for good.
Finally, GM delivered 164 BrightDrop vans, up from 35 last quarter.
Electrek’s Take
19,469 EVs represents 3.1% of GM’s 625,176 overall sales in Q4, which is well below the US average of about 8% EV market share (based on Q3 numbers). GM has claimed for years that it is “all-in” on EVs, but it is currently well behind the pack in US EV sales.
GM employees told us at the Blazer EV drive event that they’re certainly feeling the internal pressure to get more EVs out quickly, but looking at these numbers, it seems like there must not be nearly enough pressure. So we’re here to provide a little more.
If GM truly was “all-in” on EVs, then it should be bringing the average up, not pulling the average down. Even if you ignore the all-EV startups (a newer one of which, Rivian, is almost matching GM in sales), big automakers like Hyundai, VW and Volvo are all bringing the average up, along with several luxury brands (including one GM brand, Cadillac, and Hummer which is all-EV now). Why can’t the rest of your brands bring the average up too, GM?
GM is one of the largest automakers in the world, and largest in America, and therefore is more responsible for the pollution choking all of our lungs than almost anyone else.
GM’s current complacency on EVs is not only not good enough, but it is actively bad, because a vast majority of the company’s sales are of polluting vehicles. Every gas vehicle GM sells this year will continue to pollute the air for a decade or more, exacerbating climate change and causing political and social instability.
If GM was leading the charge for EVs, if it was above the average instead of below it, if it was making more high-volume EVs after years of promises and getting them into customers hands in volume, then our words would not be as harsh. We’re sure that many GM employees are trying – but the numbers show that it is clear the company as a whole is not trying hard enough. 3% is pathetic. At least be average, GM.
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The State of Michigan has announced a new partnership with wireless EV charging specialist Electreon and Commercial EV manufacturer Xos, Inc. Together, the companies have secured funding from the state to expand wireless charging availability for commercial vehicles, including UPS trucks in Detroit.
It’s been nearly a year since the Michigan Department of Transportation (MDOT), the City of Detroit, and Electreon ($ELWS) unveiled the first wireless EV charging roadway in the United States.
Michigan installed Electreon’s wireless inductive-charging coils (seen below) on 14th Street in Detroit between Marantette and Dalzelle streets to charge EVs equipped with Electreon receivers as they drive on the road.
At the time. MDOT and Detroit officials said the road would be used to test and perfect Electreon’s wireless EV charging technology in a real-world environment before “making it available to the public in the next few years.”
While the public will not be able to take advantage of wireless charging just yet, commercial EVs are gaining access thanks to a new partnership between Electreon, Xos ($XOS), and the State of Michigan.
Michigan progresses as US wireless EV charging leader
When Michigan announced the first wireless EV charging road in the US last year, officials shared hopes that the Great Lakes State and the city of Detroit could become leaders in the innovation and and deployment of such nascent technology.
Following a press release from Electreon, the State of Michigan confirmed details of the new partnership, which now includes commercial EV developer Xos, Inc. as well. The new commercial partnership is supported by $200,000 in funding from the Michigan Mobility Funding Platform (MMFP), building off the state’s “Make it in Michigan: economic strategy, developed by the Michigan Economic Development Corporation (MEDC) to invest in the state’s people, places and projects.
Through the partnership and coinciding state funding, Electreon will extend its wireless EV charging network and use cases in Michigan. Additionally, Electreon’s technology will be integrated into delivery step vans from Xos in order to “demonstrate wireless charging technological value and its potential to lower the total cost of ownership (TCO) in the electrification of commercial truck fleets.” Stefan Tongur, vice president of business development for Electreon, elaborated:
We’re excited to demonstrate how Electreon’s technology can optimize electric fleet usage and showcase the seamless integration of wireless charging into daily fleet operations, minimizing downtime and enabling charging across time and location. We’re proud to do this work in Michigan, a state fostering innovation and sustainable transportation solutions.
In addition to expanding wireless charging on Detroit’s first “electric roadway,” the Michigan project will enable the installation of stationary wireless charging at a UPS facility in Detroit. Xos co-founder and CEO Dakota Semler also spoke:
We are proud to partner with Electreon and support UPS to demonstrate the potential of wireless charging in commercial fleets. This innovative approach will revolutionize how we power our electric vehicles and drive fleet electrification forward.
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The iconic British luxury automaker is undergoing a major brand overhaul. With its official debut around the corner, Jaguar’s electric 4-door GT, the first of its new series, was spotted testing on British roads. The new images give us a closer look at what we can expect from the revamped Jag brand.
Jaguar’s new electric GT makes its first appearance
After building internal combustion-powered sports cars for over 75 years, Jaguar will become an all-electric luxury brand from 2025.
The company announced earlier this year that it will start fresh with an entirely new range of EVs. After killing off the F-Type, E-Pace, XF, and soon the F-Pace SUV, we are finally getting our first look at what the new branding will look like.
Jaguar’s new electric 4-door GT was caught testing on British roads. The camouflaged prototypes reveal a radically different look than the Jag models we are accustomed to.
You can see one of the biggest changes is the low-riding, extended silhouette, as opposed to the crossover SUV and sedan models like the F-Type and I-Pace, Jaguar’s first EV.
The front and rear bumper designs also appear much more aggressive and bold than previous models.
Jaguar’s electric GT is being put through the paces ahead of its debut. It has already completed tens of thousands of testing miles (virtual and real-world) and will soon hit public streets worldwide.
The new model will be built in Solihull, UK, where Jaguar recently ended production of its gas-powered models.
It will be the first to ride on Jaguar’s new JAE (Jaguar Electric Architecture), which will underpin its upcoming lineup of high-end luxury EVs with prices over £100,000 ($130,000). The electric GT will have a range of over 434 miles (700 km) and upwards of 575 hp, making it Jaguar’s most powerful car of all time.
Jaguar will debut its Design Vision Concept at Miami Art Week on December 2, 2024. Next Summer, it’s expected to make its official global debut ahead of deliveries in 2026.
What do you think of Jaguar’s new design based on what’s shown? Are you excited about the brand overhaul? Let us know in the comments below.
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Tesla has pushed a new (Supervised) Full Self-Driving update with the promised end-to-end neural networks for highway driving.
However, it’s only for newer vehicles.
“End-to-end” is what Tesla refers to as neural net-powered AI driving the vehicle from vision to controls rather than the controls being explicitly coded. It’s already the case in all widely released versions of (Supervised) Full Self-Driving (FSD) for city driving, but not for highway driving, which uses another software stack.
Tesla originally planned to deliver it for highway driving in October, but it was only delivered to a small number of vehicles.
In its latest AI roadmap, Tesla said that it would come the first week of November instead.
Now, Ashok Elluswamy, Tesla’s head of self-driving and AI, said that the latest release with end-to-end highway driving (v12.5.6.3) has been widely pushed to HW4 vehicle owners:
With the latest release (v12.5.6.3), FSD is using end-to-end neural networks for driving across highways, city streets and parking lots, and has now shipped widely for AI4 vehicles. Highway driving should be smoother, more natural and even safer than the previous explicit control stack. Check out the different driving styles to set speed and lane change preferences. Enjoy and let Tesla AI know if you have any feedback.
However, there’s no word for the millions of HW3 vehicle owners.
In fact, the only thing promised to HW3 vehicles, which Tesla now called AI3, in its last roadmap is this:
Improved v12.5.x models for AI3 city driving
As we have often reported this year, Tesla has reached the limits of the HW3 computer and now needs to optimize the code with every release despite still being far from its promise of unsupervised self-driving.
Electrek’s Take
This is annoying cause I could really use end-to-end on my HW3 car. I am on v12.5.4.2 and it has been a regression from v12.5.4.1 for me, especially on highways.
Yesterday, it almost drove me off-road when taking my highway exit, which is always a bit shaky because it is a short exit and FSD often swings itself into it. It’s a bit awkward, and my girlfriend never likes it, so I disengage FSD before taking the exit when she was with me, but this time, she wasn’t, and I had the new update.
It again swung left before going right into the exit, but this time, it went way too far, and I was in the shoulder by the time I took control.
I took this exit hundreds of times with FSD and it’s the first time it did that.
I am starting to think we won’t see much more improvements to FSD with HW3 cars and there’s no retrofit computer in sight.
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