You don't have to. But I'd love to hear GM's explanation to how they're going to manage the 10 fold increase in production they'd have to hit in two months and maintain throughout 2023 with no breaks, holidays, or downtime to make it through just 1/4th of their reservations by the time Silverado EV production begins to start fulfilling their 150,000 reservations.
You talk like GM is new to building cars and manufacturing, and needs help to scale. GM builds on average 10000 vehicles every day in North America, managing the ramp of the Hummer and the Silverado at the same time is a cake walk. but where all your assumptions are wrong is your starting point. You are assuming GM is trying to ramp Hummer to thousands a quarter now, and I can tell you for sure, that was NEVER in the plan. GM sold a limited edition Hummer for the first year of production because the Hummer was developed on a fast schedule, some parts of the schedule can be cheated, some cannot. Tooling cannot, and the first 1200 Hummers are being built on what in the industry is called soft tooling. I can look at my Hummer and tell it was done on soft tooling, by the way the metal is stamped, it was stamped slow, and in a small press. At some point the Hummer body shop will switch over to the hard tooling, which is much faster, I
assume this will be after the November shutdown, and as they prepare to launch the SUV. When they make this switch, any data from the previous 12 months is garbage as the entire production system in the body shop changes to the fully automated production equipment. The bottom line GM never planned to build more than 1200 Hummer EV's in the first year, that was the whole reason for making it a limited edition and low production, soft tooling is slow. I would guess GM is nearly done building the edition 1's and will for sure be finished before the shut down, now, you mention sharing batteries with Lyriq as being a bottleneck, It's simply not, at this point there are enough cells from Lordstown for both vehicles, and then some... GM has hundreds of HummerEV sitting in Flint, and they all have battery packs, but not delivered to customers, GM has also been delivering way out of numerical order, which tells me they are either missing parts, or have re-work to be done? Either one is possible, and the Lyriq is the same, hundreds have been built and only a handful delivered. Lyriq deliveries in China are also ramping up now.
I expect GM will deliver the rest of the ED1's in Q4 (500), and is already shipping dealers their showroom model, my dealer has theirs being prepped now for display. EV3X will likely start production after the shut down, and GM will deliver a few around Michigan to meet their guidance of Fall 2022, and I think the ramp rate will be much different after the first of the year when they are using hard tooling, but don't forget Hummer SUV starts salable production in January too. Silverado E will not start salable production in the WT model until March. RST SilveradoE in September 2023, and SierraEV in October 2023.
You are looking ahead and big backlogs and saying see, they only delivered 400 Hummers this quarter, they cannot deliver 10K, thats the wrong way to look at it and you are using your own understanding, but not what is actually going on. There are more construction contractors working daily at Zero, then there are production workers, GM is building Hummers in a little corner of the shop with a skeleton crew. That will change, GM guided employment to go from 300 to 1900 at the plant in the next 4 months.
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