Core Viewpoint - General Motors (GM) is increasingly dissatisfied with geopolitical disruptions affecting its operations and has requested thousands of suppliers to eliminate Chinese components from their supply chains [1][3]. Group 1: Supply Chain Strategy - GM executives have been instructing suppliers to seek alternative sources for raw materials and components outside of China, aiming for a complete supply chain shift by 2027 [3][4]. - The urgency of this initiative has intensified due to the escalation of the US-China trade war, which began affecting supplier directives as early as the end of 2024 [3][4]. - This move is part of a broader strategy to enhance supply chain resilience, with a preference for sourcing components from North American factories [4]. Group 2: Industry Context - The escalation of the US-China trade war in 2025 has prompted automotive companies to reassess their long-standing relationships with China, a key supplier of components and materials [4][5]. - Automotive manufacturers and suppliers have already begun shifting supply chains to avoid tariffs imposed during Trump's first term, with the situation becoming more complex as mutual tariffs were introduced in 2025 [5]. - The entrenched nature of China's component and raw material networks poses significant challenges for suppliers attempting to find alternatives, particularly in areas like lighting, electronics, and custom parts manufacturing [5].
又一美企通知：供应链撤离中国，终止所有对华采购！