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Trucks and tidbits from GM's earnings report

General Motors announced this morning that 2018 was a good year for it financially, thanks in large part to the company's performance in North America, which was predicated, according to the company, on "strong pricing, surging crossover sales, successful execution of the company's full-size truck launch, growth of GM Financial earnings, and disciplined cost control." GM reported full-year income of $8.1 billion and EBIT-adjusted income of $11.8 billion. Crossover sales in 2018 were 1,034,808, an increase of 7 percent compared to 2017 deliveries. Throw in the body-on-frame SUVs and the ute number is a total 1,295,700. But let's face it: It is the trucks that really matter. The Chevy Silverado and Colorado, the GMC Sierra and Canyon. Altogether, GM sold 973,463 pickups in the U.S. in 2018. Although Ford gets bragging rights for F-Series sales, GM gets to point out that it has a greater aggregate number. An important factor regarding the trucks and the reported income is that during the last quarter, more than 90 percent of the new 2019 trucks were crew cabs (which have a higher sticker), and at GMC more than 70 percent were Denali and AT4 models (which have even higher stickers). According to reporting by Bloomberg, GM's pickup trucks combine for $65 billion in annual revenue. Clearly when the 2018 sales of the Silverado — 585,581— dwarf the combined sales of both Buick (206,863) and Cadillac combined (154,702), pickups are what matter to the overall health of the company in a way that it is difficult to otherwise achieve. The "disciplined cost control" is something that is very much in the public eye right now, as the company is taking out thousands of its workers, and there is still the "unallocated" plant situation and other plants that will remain under capacity. The numbers in GM's earnings report probably made Unifor members' heads explode in consternation, coming fresh off their Super Bowl ad: " GM, you may have forgotten our generosity, but we'll never forget your greed." But there are a couple of curiosities in the full GM earnings release. One is that so far as its autonomous efforts go, it mentions only that (1) in the first quarter of 2018 Cruise introduced a production-ready autonomous vehicle, and (2) Cruise attracted $5 billion in external capital from SoftBank and Honda. Not a whole lot of love for autonomy. Good thing they have the trucks to fund the program, to say nothing of the external capital.

Bosch builds an infotainment system that just might not suck

As far as we've come with in-car infotainment and interfaces over the past decade or so, we still have a long way to go — as most current systems show. Whether it's high-end brands like Mercedes-Benz with its kludgy COMAND system, which we hope will be replaced with the MBUX platform revealed at CES, or more mainstream vehicles like Hondas (with their frustrating, knobless Display Audio interface), getting the kind of content and ease of use in the car that we're used to having on other connected devices is far too complex and sometimes costly. While Apple and Google have tried to ride to the rescue with CarPlay and Android Auto, respectively, they're limited solutions. No automaker or tech supplier has been able to deliver an easy, economical, flexible and non-distracting infotainment solution. But Bosch could be closing in on this elusive goal, given the digital cockpit concept demo I recently received at CES. Displayed in a Cadillac Escalade, the concept featured five interconnected color screens: one in the instrument cluster, two in the center console, and two more in the front-seat headrest for second-row passengers. The digital cockpit concept demo had cool features such as haptic-feedback touch-screen controls that created an edge-like feeling similar to a physical button, facial recognition to confirm driver credentials, and the intelligence to know the location of a phone in the car to lock it out to keep the driver from texting. The most significant aspect of the Bosch digital cockpit concept wasn't visible — but shows the company's vision for a future of seamless, convenient, cost-effective and safe in-car infotainment. It's powered by a single electronic control unit (ECU) that can simultaneously run multiple operating systems and also separates vehicle and infotainment controls for critical safety and cybersecurity reasons. Most modern cars can have as many as 100 separate ECUs, Philip Ventimiglia, product manager for Bosch Car Multimedia North America, explained at CES, and several just for infotainment functions. "The goal is to reduce that to about 10 so that we can save cost throughout the vehicle and enable new technologies," he added. "OEMs want to put more technology into cars, but it costs money," Ventimiglia said.

Cadillac's 4.2-liter Blackwing V8 to die with the CT6?

Cadillac's 4.2-liter twin-turbo Blackwing V8 debuted only last year, popping up in the CT6 V-Sport — now the CT6-V — with 550 horsepower and 627 pound-feet of torque. The engine's been stymied in every attempt to power a different Cadillac model since then. Its only two use cases have been a first and second run of the original, limited-edition super sedan and the CT6 Platinum V8 trim at a slightly detuned 500 hp and 553 lb-ft. Motor Trend cites "a highly placed source at GM" as saying that the Blackwing won't go into the coming high-performance version of the CT5-V nor in the next-gen Escalade. Left without options, there's a chance the Blackwing will die with the CT6, itself a sedan with its grille on the executioner's block just waiting for the bite of an ax that might or might not shortly fall. Cost-cutting has been tagged as the reason for this misfortune; Cadillac's sales malaise and lack of clarity as to how to turn sales around led GM to downsize the brand's allowance. The parent company chose to build the new CT5 on the Alpha platform used for the erstwhile ATS and CTS instead of the Omega platform underpinning the CT6. Along with that choice, the MT report says expense reasons nixed fitting the Blacking V8. We know the lower-tier V series CT5 will work with a twin-turbo 3.0-liter V6 making 355 hp and 400 lb-ft. When we heard spy video of the upper-tier V series CT5 out testing, the engine sounded like the 6.2-liter supercharged V8 that would be a carryover from the last model.  The XT6, also rumored to get some V sauce, simply can't fit the V8. Instead of sitting on the Omega platform as once planned, the XT6 rides on the C1XX architecture under other GM products like the Buick Enclave and Chevrolet Traverse. The C1XX engine bay doesn't have room for a stouter V6, much less a hi-po V8. The next-gen Escalade ruled itself out due to price issues in back, not in front. MT writes that the independent rear suspension supporting GM's next-gen full-sized SUV quartet has burned through cash in development, putting engineers a few direct deposits short of the funds needed to massage Blackwing installation. Earlier this year at least one report said the twin-turbo DOHC V8 could serve the top-spec next-gen Escalade. More recent reports of a performance-heavy next-gen Escalade have predicted the 6.2-liter supercharged LT4 V8 from the Chevrolet Camaro ZL1 and Corvette Z06.