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GM might lose 90-year U.S. sales crown over chip shortage

Automotive News editor Nick Bunkley tweeted on October 1 that according to AutoNews data, General Motors "has been the largest seller of vehicles in the U.S. every year since passing Ford in 1931." With automakers having turned in light car and truck sales data for the first three quarters of 2021, GM's 90-year-run might not reach 91. According to AN figures, Toyota was 80,401 vehicles ahead when the October workday started. Worse, GM is so far behind its historic pace that it might only sell enough light vehicles in the U.S. to match its numbers from 1958.  Meanwhile, the New York Times put a few more salient numbers to the pain GM and Toyota are enduring alongside the the rest of the industry. GM sold 33% fewer cars in Q3 2021 than it did in Q3 2019 during the dark days of the pandemic, 446,997 units this year as opposed to 665,192 last year. GM's Q3 2020 was only down 13% on Q3 2019. Over at Toyota, the bottom line showed a 1% gain in Q3 2021 compared to 2020, with 566,005 units moved off dealer lots. The finer numbers show two steps forward and one step back, though; Toyota's September sales were down 22% compared to last year.  GM remains optimistic about what's ahead, GM's president of North American operations telling the NYT, "We look forward to a more stable operating environment through the fall." We'd like to see that happen, but we don't know how it happens. The chip shortage said to have been the inciting incident for the current woes isn't over, and not only can no one agree when it will be over, the automakers, chip producers, and U.S. government still can't get on the same page about who needs what and when. Looking away from that for a second shows articles about "No End In Sight" for supply chain disruptions in early September, before China had to start working through power supply constraints, global supply chain workers started warning of a "system collapse," and roughly 500,000 containers sat waiting to be unloaded at Southern California ports — a record number seemingly broken every week. And back to chips, we're told just a few days ago the chip shortage is "worse than we thought."   For now, the NYT wrote that GM dealer inventory is down 40% from June to roughly 129,000 vehicles, and down 84% from the days when dealers would cumulatively keep about 800,000 light vehicles in stock. However, GM just announced it would have almost all of its U.S. facilities back online next week, although some would run at partial capacity.

New Toyota 86 and Subaru BRZ could move to a Toyota platform

There's more rumormill news about the future of the Toyota 86 and its twin, the Subaru BRZ. Australian website CarSales reports that the next versions of the coupe twins may switch from the existing and heavily modified Impreza platform to Toyota's TNGA platform. The reason? An unnamed Subaru insider tells the site the next-generation versions of the cars will retain their rear-wheel-drive configuration and thus won't move to the new Subaru Global Platform, upon which the automaker is basing all its new all-wheel-drive vehicles. That leaves two options: staying with the current Subaru platform, or moving to the Toyota New Global Architecture, which underpins vehicles including the Prius, C-HR, Camry and Highlander, and can better accommodate real-wheel-drive layouts. The TNGA would also help save weight and provide economies of scale. "It's a very flexible platform, but we make all-wheel-drive vehicles," the insider told CarSales about the new Subaru platform. "That's our forte, all-wheel drive." The 86 and BRZ launched for 2012, the former as the Scion FR-S, sharing the Impreza platform, Subaru's 205-horsepower 2.0-liter four-cylinder boxer engine and a six-speed manual or automatic transmission. Both brands have confirmed they are working on new vehicles but have declined to offer details, and the source tells CarSales that development at Subaru is well under way. Toyota just revealed its heavily anticipated (and much-dissected) Supra in Detroit in January, based heavily on BMW engineering. The automaker is reportedly keen to build a family of sports cars, with a possible third model under consideration, and is developing the new 86 with plenty of involvement from the Toyota Gazoo Racing division.

Gazoo heads to the N"urburgring with Lexus LFA Code X

You'd be forgiven for thinking just because the Lexus LFA has ended its production run (it's been over a year now) that Toyota would have ceased its development. You'd be forgiven, but Gazoo Racing is here to tell you you'd still be wrong.
One of Toyota's many works racing teams, Gazoo is returning to the 24-hour endurance race at the Nürburgring this year with a trio of entries. One is based on the Toyota GT86 (which we know as the Scion FR-S), and one is essentially the same LFA that it's entered in years past. But the third vehicle is dubbed Code X.
It's also based on the LFA, but its 4.8-liter V10 engine has been bored out to 5.3 liters, raising its output to untold levels. It's got a full carbon-fiber chassis and a range of other enhancements that Gazoo isn't telling us about just yet, but they should turn the LFA Code X from a road-going supercar beyond a racecar and into a rolling research lab. Considering that Gazoo has been racing at the 'Ring since 2007 and fielding versions of the LFA there since 2008, it'll be interesting to see how the Code X version fares.