GM - OEM Profile

General Motors is a legacy-to-scale OEM undergoing one of the largest electrification transitions in the global automotive industry. GM’s influence stems from its massive production footprint, broad brand portfolio, and Ultium-based platform strategy spanning consumer vehicles, commercial fleets, batteries, and energy-adjacent systems.

Parent: General Motors Company

Country: United States (HQ: Detroit, Michigan)

Symbol: GM (NYSE)

Subsidiaries / Key Units:

• Chevrolet
• GMC
• Cadillac
• BrightDrop (commercial EVs)
• Ultium Cells LLC (battery JV with LG Energy Solution)
• Cruise (autonomous vehicles)
• GM Energy

Vertical Integration: High — vehicle platforms, battery packs, propulsion systems, software, and manufacturing; cell production via JV model.

Sectors and Assets

Sectors are the organizing layer; key assets are nested under each sector for fast scanning and print-friendly layouts.

Vehicles & Mobility

• Passenger EVs: Chevrolet Equinox EV, Blazer EV, Silverado EV
• Premium EVs: Cadillac Lyriq, Celestiq (low-volume flagship)
• Pickup and SUV platforms under Chevrolet and GMC brands

Fleet & Commercial Vehicles

• BrightDrop electric delivery vans (Zevo platform)
• Commercial Silverado EV configurations
• Fleet sales, upfitting, and service programs

Energy & Storage

• GM Energy (home and commercial energy solutions)
• Ultium-based stationary storage offerings (select markets)
• Vehicle-to-home (V2H) and vehicle-to-grid (V2G) pilots

Autonomy & Software

• Super Cruise (hands-free driver assistance)
• Cruise autonomous vehicle platform (robotaxi focus)
• Ultifi software platform (vehicle software architecture)

Charging & Infrastructure

• Ultium Charge 360 (charging aggregation)
• NACS adoption strategy (North America)
• GM Energy ecosystem integration with home and fleet charging

Manufacturing Systems

• Ultium EV platform (cells-to-vehicle architecture)
• Flexible assembly lines across multiple plants
• Large-scale North American manufacturing footprint

Platforms / Patents (Selected)

Only the most differentiating platforms and architectures for MVP.

• Ultium battery platform (modular cell and pack architecture)
• Ultium Drive propulsion systems
• Ultifi vehicle software platform
• Super Cruise ADAS platform

Manufacturing Facilities (Abridged)

Major EV, battery, and commercial vehicle assets relevant to the electrification stack.

United States

• Factory ZERO (Michigan) — Silverado EV, GMC Sierra EV
• Spring Hill (Tennessee) — Cadillac Lyriq
• Orion Assembly (Michigan) — EV platform transition
• Ultium Cells Ohio — battery cell manufacturing (JV)
• Ultium Cells Tennessee — battery cell manufacturing (JV)

International

• Mexico — EV manufacturing and component supply (select programs)
• China — EV platforms via SAIC-GM joint ventures
• Canada — EV and battery manufacturing investments

Tier 1 Suppliers / Strategic Partners

Partners that materially affect GM’s EV scale-up and software roadmap.

Batteries

• LG Energy Solution (Ultium Cells JV)

Autonomy / Compute

• NVIDIA (compute platforms for ADAS and autonomy)
• Qualcomm (vehicle connectivity and compute programs)

Charging / Energy

• EVgo (charging network partnerships)
• Utilities and home energy partners (region-dependent)

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