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Pausing production again after they just paused for most of July. Doesn’t sound good.
There will be more pauses, when they add major components to the body shot it is too dangerous to have production workers inside when heavy stuff is being moved around, pretty standard stuff in an automotive body shop. The body shop was massively expanded recently,

Urban design Neighbourhood Residential area City Metropolitan area
 

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Still, emails where your response to amazing demand is to stop production is funny on its face, free of context. They must have some amazing internal growth projections for production capacity considering it took them about a year to build 1,000 trucks and they have reservations for 250,000.
You are thinking small, getting the factory up to max capacity requires stoppages, that is the big picture. Every OEM incl Tesla has stoppages to make changes and updates.
 

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I know, it's just funny in a Seinfeld'y sort of way. I keep waiting on the interminably imminent production surge to start. It just FEELS like they're trying to maintain this perception that these things are flying out of factories the way they need to, to satisfy demand...but they aren't, not even close. It's hard to stay optimistic when they still haven't delivered the first 1200 and you're one of the 90k. I'm lucky in that I should be an early 3X. I was mere minutes late for an Ed1 and still don't think I'll see my truck before this time next year. I'd love to find out I was wrong, but I'm no longer keeping my hopes up.
Sounds like you have unrealistic expectations forcing you to make unrealistic judgments. GM will deliver the 1200 as they intended in 2022, and then start on the other 90K before the end of the year. 783 have been delivered to customers already, and we know from @Dark-Fx photos in Flint that quite a few more are built and sitting, If GM delivered the same in Q4, that they did in Q3, that should close out the 1st editions, and production is ramping, each quarter more deliveries than the last.

If you are in the other 90K, deliveries will start in the fall 2022, likely a handful in December meeting guidance, and then ramp throughout 2023. Get excited when you get a built email, before the, there is no predicting where you are in line and when you can expect a delivery,
 

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if it makes you feel any better, I thought when they said ED1 deliveries would begin in Fall 2021, that meant in volume and certainly more than one unit to an employee!
GM exact language was initial deliveries Fall 2021,
History repeats. I'm just not a fan of paper launches or fulfilling promises on a technicality. For instance, I think it's worse if they make a single unit to deliver in fall 2022 and say "see we weren't lying" wink. Just wait until 2023 to deliver the first customer 3X with 100 more behind it, coming off the line that day. I don't envy whoever is in charge of the project, you've got 90k trucks reserved, you're making tens of trucks a day, and in a year, you'll be splitting battery, parts, and chip supplies with the Silverado EV that has twice as many reservations, and then you're splitting with the Blazer, Equinox, Sierra EV, etc. so without some miracle, you're in a Sisyphean task.
Tesla has a million Cybertrucks reserved, and said deliveries would start 2 years ago, not a single production model built... Rivian was 2 years late, Lordstown late, Bollinger died, and you are complaining about GM technically making their guidance? If I was Mary looking at you, STFU...

10 trucks a day is nearly 1000 per quarter, I think the high water mark for Hummer SUT will be about 30-50 a day, this is a small program, like Corvette, Silverado and Sierra EV are the money programs, so much so GM is already building a second plant to build them, in addition to factory Zero,

You people wasting your time complaining post after post are like little kids, too excited for Christmas.
 

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It is cathartic. What...do you want me to be so blah about the Hummer I don't give a shit when there are hiccups in an already slow production schedule? I'm excited to get one, I'm assuming anyone that takes the time to visit and post on this forum is, otherwise why even be here? It's not childish to want better communication. If you're not going to build 20k Hummers in 2022, fine, but don't just put that number out there and go radio silent without correcting yourself when it's painfully obvious that isn't happening. For someone without a Hummer EV already and no Ed1 reservation, the Hummer for all practical purposes, isn't in active production. It's in a test/pilot prototype program/beta test they're selling to a limited group you could only join if you ordered in 20-30 minute window 2 years ago. GM has an almost unfathomable hole to dig themselves out of with current Hummer EV, Lyriq, Silverado EV reservations. Not to mention with Blazer, Sierra, and Equinox reservations making that hole deeper in the near future. I get that some on here are applauding making them building 800ish Hummers in 9 months but you have to admit that they need to make more than an average THREE trucks a day to meet their 90k reservations. They'd have to double production every quarter just to fulfill reservations by 2025. A hypothetical that requires the factory even be able to support the production of 51200 Hummers in a quarter running parallel to other EVs...and that's with NO internal competition for parts, batteries, etc. When the Silverado begins production next year, it's going to cannibalize Hummer production. The Lyriq already is. I'd probably shut up and just wait patiently if there was any movement or sign of life for 3X, 2X, 2 orders but there isn't. Those of us in the 88800 behind the Ed1s just have to sit back and watch every Hummer EV dealership get a showroom queen they can't sell and took up a build slot an actual customer could have purchased. But thank god they made 5-6 trucks today, 5-6 closer, I guess. I'm going to put this prediction out there and I'd put money on it: Assuming a 80-90% conversion rate from reservations to purchases, anyone with a reservation more than halfway up the list (45k+) will never get an email or ever have the opportunity to buy a Hummer EV. It's just practical math. They oversold the lifetime production of the current model of Hummer EV. They would have to exceed H2 production just to meet reservations by 2026...and the H2 was a much easier vehicle to produce. The Hummer EV will be a low priority once the other models spin up to full capacity. Not trying to be a downer, just being realistic.
You really have no clue what is going on... Not worth the time to reply to an explain it.
 

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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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So what is a realistic output for the truck in 2023? 5, 10, 15, 20 thousand? I think one of the points I’m trying to make is that they cut off reservations waaaaaay past when they should have if this had always been the plan and they can’t increase production by an order of magnitude in a month. Maybe their projections assumed a conversion rate that tapers below 50% once you get into the 5 figures of production. It IS true that anything less than a 10x increase over the past quarter‘s numbers by Jan 1st will have them falling well short of a 25% dent in their reservations by the end of ‘23 which I guess you’d be the one to ask if that’s even feasible. I only took required the intro to MechE and MatE courses during my ChemE undergrad so I’m admittedly making some assumptions in poorly but not completely uninformed areas. I guess I’m just having trouble visualizing the capacity for the scale they want at the speed they need given. I get that past production isn’t a good indicator of future performance but the leap they need to make to actually follow through with reservations feels unrealistic. I’ll defer to your insight but I’m still of the opinion that i probably won’t be seeing my truck until this time next year at the earliest, assuming I’m in the first 5-10k reservations or so.
Ya, I don't think you are far off, if you are 10K down the list, I think late summer 2023 is legitimate expectation for delivery. I think peak production for Hummer SUV, and SUT will be around 40K annually, about the size of the Corvette program. I figure GM has the reservations to carry through 2023, and 2024 calendar years, and maybe into 2025 if all the reservations firm up. Remember GM's 90K reservations are SUV and SUT, so there will be 2 vehicles filling those orders in 2023.
 

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Magna's maximum throughput for the battery trays is around 700 per day. That's just the BT1 trays, for all the Hummer, Silverado, Sierra, and Escalades. They made it sound like that ramp was going to be in the first 18 months, and they started almost a year ago now. Of course the only time I got info about it was back in April, so it was a while ago now.
That sounds about right, I figure Zero will build about 200K vehicles annually when it reaches full production in mid 2024.
 

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While 90,000 does seem like a huge number, I wonder how real that number is. That is not to say GM has not received 90,000 reservations but do we honestly think anywhere close to 90,000 orders will ultimately be placed? I think the low reservation fee is inflating the number and the conversion rate for non-Edition 1s will be significantly lower. I personally have made four reservations and only intend to make one order (either 2X or 3X SUV). I'm sure I'm not the only one who took that approach. Add in the long wait time, a global recession, and skyrocketing interest rates and suddenly a lot of people might decide a $100K supertruck isn't the best choice for them. I could, of course, be entirely wrong but I think GM factored all of this into determining when to cut off reservations.

All that said, I have lowered my expectations and just hope to receive my SUV sometime in 2023 or early 2024. If it gets beyond that I'll probably start complaining.
Ya, this is a good point, the close rate is high right now, but unpredictable in the future.
 

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Funny you should ask, my dealer just called me 1 minute ago and told me he just received an email, and my truck is on the way, didn't tell him when, but told him it has shipped. I never received a built email or a shipped email!
If it is indeed on the way will arrive this week, these are trucked direct from GM to dealers.
 
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