"GM executives have been telling suppliers they should find alternatives to China for their raw materials and parts, with the goal of eventually moving their supply chains out of the country entirely, the people said. The automaker has set a 2027 deadline for some suppliers to dissolve their China sourcing ties, some of the sources said. GM approached some suppliers with the directive in late 2024, but the effort took on fresh urgency this past spring,"
"But that doesn't mean things stop in the EV world. Businesses will keep doing business, which means the electric vehicle world will keep moving forward with or without you. Even if it now gets dark at 4:30 PM. Today, GM has told its suppliers that it needs to get out of China, and pivot toward getting its goods elsewhere. Also, Honda sees China as its biggest threat, not any sort of roadblocks in the US or any looming chip shortage. Meanwhile, Xiaomi has surpassed Tesla"
Seasonal slowdown and daylight savings energy lulls are not halting EV industry activity. GM has instructed suppliers to find alternatives to China with a goal of fully moving supply chains out of China by 2027. The directive began in late 2024 and accelerated in spring amid escalating U.S.-China trade tensions. The move is framed as part of a broader strategy to improve supply chain resiliency. Honda perceives China as its biggest competitive threat rather than U.S. roadblocks or chip shortages. Xiaomi has overtaken Tesla in Chinese sales, signaling shifting market dynamics and intensified regional competition.
Read at insideevs.com
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