GM 몰락 비밀 해부: 미국을 팔아 치운 중국차 전략과 미래 예측
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- GM, an American icon, is about to disappear due to its own actions.
- The channel connects dots to predict disruptions and warns GM's downfall.
- GM's collapse isn't just mismanagement; it's systematic dismantling by China.
- GM partnered with Chinese SIC, gaining access to China's huge car market.
- Initially a joint venture, GM trained Chinese partners, unknowingly aiding their destruction.
- GM retreated from markets, closed plants, and imported Chinese cars into the US.
- A major shift is coming, and GM will face two deadly options by 2027.
- GM's 1997 partnership with SIC was meant to be mutually beneficial.
- GM kept its best tech from China, guarding secrets for over a decade.
- During the 2008 crisis, GM secretly got help from China’s SIC for Korean operations.
- Sik bought control of GM’s Chinese stake for just $85 million.
- Sik also helped GM secure loans using GM’s stake as collateral.
- Sik gained control of GM’s Indian operations, consolidating profits.
- GM had to give Sik control of sales in China, which was disastrous.
- Sik set prices and squeezed GM’s profits, turning profits into their own books.
- GM thought they had a lifeline, but it was a trap for their future.
- In 2010, GM started sharing all future tech with Sik, including EVs.
- GM built a new R&D center in China, shifting innovation there.
- GM transferred core technology, including transmissions and engines, to Sik.
- Sik improved GM’s platforms and developed better, cheaper vehicles.
- By 2012, Sik was ahead in technology, launching vehicles first.
- GM’s tech advantage disappeared as Sik caught up and surpassed them.
- GM’s global presence shrank; they exited Europe, Australia, India, and more.
- GM’s market share dropped from over 10% to just 6.7% in 2024.
- GM’s Chinese sales plummeted, and brands like Chevrolet may leave China.
- GM’s CEO admits China market is unsustainable, but won’t exit.
- The 2027 joint venture expiration could mean GM’s death or total transformation.
- Without renewal, GM loses China and collapses; with renewal, it becomes a badge operation.
- GM’s future depends on Sik’s terms—either become a Chinese-controlled brand or go bankrupt.
- Sik no longer needs GM; they’ve absorbed its technology and built their own brands.
- Sik’s MG brand is now a top global EV seller, surpassing GM’s reach.
- GM is now just a badge for Chinese vehicles, losing its independence.
- GM’s reliance on China and Mexico makes it vulnerable to tariffs and trade wars.
- US tariffs on Chinese EVs and imports from Mexico threaten GM’s plans.
- GM’s EV strategy is weak; they only sell aging models like Bolt in the US.
- GM committed to developing EVs in China, ceding leadership to Sik.
- GM’s Chinese imports, including Cadillac and Buick, dominate the US market.
- Tariffs in 2024 favor GM’s Chinese-designed EV imports over competitors.
- GM’s global operations are collapsing; they’ve exited many markets.
- GM’s Chinese joint venture ends in 2027, risking bankruptcy if not renewed.
- GM depends on China for tech and manufacturing; losing it is existential.
- Sik can continue independently or keep GM as a distribution tool.
- Sik has already started selling rebadged Chinese vehicles under GM brands.
- Sik has absorbed GM’s tech, trained engineers, and built global brands.
- GM’s management sold America’s automotive future for short-term profits.
- GM’s global market share dropped from over 10% to 6.7%.
- Sik’s brands like MG now dominate markets worldwide, surpassing GM.
- Sik’s strategy is simple: appear weak, build strength, and strike later.
- GM’s managers prioritized short-term gains, sacrificing long-term survival.
- By 2028, GM will be a shell, a badge for Chinese vehicles, not an American icon.