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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.

2022 GMC Sierra 1500 Denali gets Super Cruise and an upgraded interior

The 2022 GMC Sierra 1500 is getting Super Cruise! Exclamation point required, because this is exciting news. Cadillac has been the sole owner of Super Cruise at GM from the start, and though we knew it was coming to the Hummer EV, we didn't know a fast-selling full-size pickup would be getting the technology. GMC says it will launch Super Cruise on the 1500 Denali, which is the most expensive and luxurious trim of the Sierra. It’s scheduled to arrive for the 2022 model year, but GMC qualifies that by saying “late model year 2022.” That means itÂ’s probably coming right toward the end, with 2023 scheduled as the first full year of Super Cruise in the Sierra 1500. GM also claims that the version of Super Cruise coming to the Sierra is capable of towing. Yes, hands-free towing, folks. WeÂ’re a little antsy, too. The tech is the same as the newest generation of Super Cruise coming in the Cadillac CT5 and CT4. ItÂ’s an improved version with more capability than the first-gen system that won AutoblogÂ’s Technology of the Year award a couple of years ago. Questions still remain to be answered, though. GM hasnÂ’t said anything about what it will cost on the Sierra 1500. WeÂ’re also left in the dark when it comes to other Sierra 1500 trim levels; and what about the Silverado 1500? It makes sense that GM would give the Sierra Super Cruise first, but itÂ’s certainly compatible with the Chevy version of the truck now, too. As for other GMC products, GM is quiet on when theyÂ’ll be blessed with Super Cruise. The redesigned Yukon would be the most obvious candidate being the flagship product, but GM says the program timing worked out best to launch on the 2022 Sierra, not the Yukon. ItÂ’s likely that the SUV will be updated with the system in the near future. Besides Super Cruise, GMCÂ’s photo also reveals that the 2022 Sierra is getting a fully digital instrument cluster. ItÂ’s surely an optional item, but could very well be standard on Denali. GM has flipped the speedometer and tachometer to opposite sides, but their digital versions still have that straight-edged GMC look to them. You can see the Super Cruise graphic in the center, and all the gauges are dropped down to the bottom of the display. But wait, thereÂ’s more. The photo also shows the beginnings of a totally new interior design, different from both the current Sierra, standard Yukon and Yukon Denali interiors. ItÂ’s immediately and obviously different everywhere we look.

Buyers ditching expensive European sedans to buy expensive American trucks

The New York Times ended the automotive week with a story that adds numbers and context to a range of other stories, from the crossover craze to the increasing median price of a new car to ever more grandiose pickup trucks. The NYT piece reveals that the shift to larger vehicles isn't merely about the average U.S. buyer swapping the midsize sedan for a Ford Edge. Luxury buyers are migrating from plush sedans to plush SUVs and trucks that creep close to six-figure prices, and the Detroit Three are running Treasury presses because of it. From 2013 to 2017, the truck category — everything from pickups to minivans — climbed from 30 percent of the market to 41 percent. In January of this year, trucks claimed 66 percent of new vehicle sales. At the milk-and-honey end of profits, GMC alone accounted for 11.3 percent of all vehicle sales over $60,000, not just trucks. That puts the luxury truck maker behind Mercedes-Benz and Ford, The Blue Oval's feasting on Lariat, King Ranch and Raptor versions of the F-150, which make up more than half of that pickup's sales, putting it ahead of Chevrolet, Porsche and Lexus on the high-dollar sales list. The average transaction price of a GMC in Denali trim last year was $56,000; it's easy to see why, when one dealer told the NYT he just swapped a 2012 BMW 550i for a $71,000 GMC Sierra Denali. That truck starts at $52,900. The NYT started its story with a buyer who took home a Ford Raptor instead of an Audi A6, and optioned that $50,020 Ford Raptor close to $80,000. Over at Lincoln, the new $72,055 Navigator — the one so popular that Ford will increase production — crossed hands for an average sale price of $77,000 in January. And a Jeep dealer told the NYT that the two $93,000 Trackhawks he had on his lot "won't be here more than a few weeks." While trucks head up in sales volume and price, cars are headed so viciously in the opposite direction that "the Detroit Three and even some foreign manufacturers acknowledge they are now losing money on many of the cars they sell." So ... get ready for a lot more crossovers and trucks. Related Video: Find out what vehicle is right for you. Give our Car Finder tool a try.