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GM's Ultium EV platform finally shows up in Q3 sales numbers

General Motors has heralded its Ultium battery-electric platform as the future of its passenger car and truck lineup, but for the first two years of its existence, its impact on the marketplace has been virtually nonexistent. Well, that finally changed in the third quarter of 2023, and while the cars based on this architecture don't represent anywhere near the volume of GM's broader combustion portfolio, we're reaching a point where Ultium products are finally in view (and in the hands) of real-world shoppers. At this point, five U.S.-market Ultium models are in production: the GMC Hummer EV, Cadillac Lyriq, Chevrolet Blazer & Silverado EV, and BrightDrop Zevo 600. If you're not familiar with that last one, that's OK; it's a commercial product that you likely won't see on the road for some time. Together, these four combined for 4,257 sales in the third quarter alone — up from 2,663 for the entire first half of the year. While that may not seem like a significant uptick when viewed from altitude, the quarter-to-quarter numbers paint a clearer picture.  Let's toss out the stragglers first. The Chevy Blazer EV, and Silverado EV for example, are barely in production. GM delivered 19 Blazers and 18 Silverados in the third quarter and that's the entirety of their production runs so far. Likewise, GM's BrightDrop Zevo 600 delivery van effectively exists apart from the consumer marketplace, so its contribution of just 35 units can be set aside too. That leaves us the two you've heard of: the GMC Hummer EV and Cadillac Lyriq — models with high sticker prices and long reservation queues.  Through the second quarter (remember, we're talking six months here), GMC sold 49 Hummer EVs. No typo. In the three months that made up the third quarter, GM moved 1,167 of them. Not only is that a dramatic improvement over the first half, but it's more Hummers than GMC sold in the entirety of 2022 (854). Lyriq's improvement was less eye-popping on paper, but after moving just 122 total units in 2022 and 2,013 of them in the first half of 2023, Cadillac managed to up that figure to 3,018 units in the third quarter alone.  GM is betting its short-term EV future on the Ultium platform, so these trends need to continue if that's going to be a profitable wager.

Lansing builds its millionth Cadillac

Cadillacs are built at plants across North America. The Escalade is assembled in Texas, the SRX in Mexico and the XTS in Ontario. But the bulk of Cadillac's lineup - or the smaller members of the family, at least - are built in Michigan. And while the upcoming ELR will be built alongside the Chevy Volt at the Detroit/Hamtramck facility (which incidentally opened with the Cadillac Eldorado back in '86), the majority of those Cadillacs built in Michigan are handled by the Lansing Grand River Assembly Plant.
In fact, Lansing Grand River just celebrated its millionth Cadillac built. The landmark millionth vehicle is a new 2014 CTS sedan in Red Obsession Tintcoat. The facility opened in 2001 and has built Cadillacs almost exclusively since then, assembling the CTS and ATS model lines, though in a couple of years it will also handle production of the Chevy Camaro.

GM shows off 'digital vehicle platform' enabling more in-car tech and OTA updates

It appears to have dropped the sobriquet "Global B," but General Motors' new electrical architecture has bowed in drawings and video. This is the "digital vehicle platform" GM president Mark Reuss spoke to Reuters about in 2015, saying it would move a great deal of a vehicle's computer work to the cloud and enable over-the-air updates. Reuss took the microphone for the debut, too, saying, "Our new digital vehicle platform and its eventual successors will underpin all our future innovations across a wide range of technological advancements, including EVs and expanded automated driving." The system will go into production later this year, appearing in dealerships first either on the 2020 Cadillac CT5 or the mid-engined 2020 Chevrolet Corvette. Yes, these are the same electronics cited for delaying the launch of the C8 Corvette over excessive draw, security and getting the more-than-100 computer modules to communicate seamlessly. When Car and Driver asked about that, GM replied with "No comment." Volkswagen's having the same issues with the Mk8 Golf right now, though, so GM isn't alone, and this will be the new normal among OEMs for a while. What's certifiable is that the new architecture is robust enough to handle 4.5 terabytes of data per hour, which is five times what GM's current wiring can handle. And thanks to Ethernet connections of 100 Mbps, 1 Gbs and 10 Gbs, communication within and without the vehicle happens much faster. The advances mean better screen resolutions, better battery management for hybrids and electric vehicles, the capability for over-the-air updates and "functionality upgrades throughout the lifespan of the vehicle." Cadillac's Super Cruise has already been lined up as a leading candidate for constant improvements in the driving assistance suite, a key part of GM's "vision for a world with zero crashes, zero emissions and zero congestion." And whenever GM decides to take the plunge, it will mean a 48-volt electrical system. More than 300 specialists worked on the digital platform, and security was a huge part of the task. We've already heard that GM consulted with Boeing and military contractors on how to prevent hacking. The carmaker has an internal Product Cybersecurity group that reached out to the research community, and created a "bug bounty" program to crowdsource uncovering any flaws.