China remained critical to GM in 2025, accounting for 1.88 million vehicles — more than 30% of the company’s 6.184 million global sales. On Feb. 11, General Motors said in a statement that through long-term and close cooperation with local Chinese suppliers, the localization rate of its supply chain in China has exceeded 95%. GM said China remains a key pillar of its global business strategy and that the company will continue to strengthen its operational footprint in the country. Statement released by GM The statement emphasized that supplier selection is based on overall cost, technological and service capabilities, supply stability, quality standards and compliance, and that no exclusion criteria are set based on a supplier’s country of origin. In contrast to its China operations, GM has adopted a strategy in North America aimed at reducing reliance on Chinese components within its supply chain. GM production line In November last year, GM adjusted its North American vehicle production lines and required thousands of suppliers to gradually eliminate Chinese-made components from their supply chains by 2027, in response to trade frictions and tariff policy uncertainties. The divergent strategies reflect the differing regulatory and trade environments facing multinational automakers across regions. Previously, Tesla Vice President Grace Tao publicly rejected claims of “de-Chinaization” of the supply chain, stating that country of origin is not used as an exclusionary criterion for suppliers. She also noted that the Shanghai Gigafactory’s Model 3 and refreshed Model Y have achieved more than 95% localization of parts and components, serving as a major export hub for Tesla. From a sales perspective, China remains critical to GM. In 2025, GM’s global sales reached 6.184 million vehicles, up 3.03% year on year. Financial data of GM in 2025 Deliveries in China totaled 1.88 million units, up 2.2%, accounting for more than 30% of the company’s global volume. SAIC-GM-Wuling remained the main contributor, selling 1.368 million vehicles for the year, representing 72.8% of GM’s China sales. SAIC-GM delivered 512,000 vehicles, accounting for 27.2%.
