|
Morgan & Company service subscribers receive additional analysis &
information.
June 1, 2009 -
U.S. Automotive Sales Analysis
May US auto sales analysis/reports/charts will be distributed
to subscribers June 2nd. We will
then post a summary below.
Visit the
Sales Analysis Page for subscription
to the complete monthly Sales Analysis
and to view past month summary pages.
June 2, 2009 - U.S. Auto Sales Overview for May &
YTD:
Adobe (pdf)
Format
Excel (xls)
Format
______________________________________________________________________________________________






June 2, 2009 - General Motors Production Overview
for North America
In May, GM North America produced 134,000 vehicles (58,000 cars and
76,000 trucks). This is down 114,000 vehicles or 46 percent compared
with May 2008 when the region produced 248,000 vehicles (118,000 cars
and 130,000 trucks). (Production totals include joint venture
production of 8,000 vehicles in May 2009 and 17,000 vehicles in May
2008.)
The region's 2009 second-quarter
production forecast remains at 390,000 vehicles (172,000 cars and
218,000 trucks), which is down about 53 percent compared with a year
ago. GM North America built 834,000 vehicles (382,000 cars and 452,000
trucks) in the second quarter of 2008.
June 3, 2009 - Ford Motor Company Production
Overview for North America
|
Ford Motor |
May '09 |
May '08 |
% Chng |
2009 CY |
2008 CY |
% Chng |
|
U.S. Car |
23,798 |
38,657 |
-38.44% |
94,939 |
178,934 |
-46.94% |
|
Canadian Car |
8,175 |
11,620 |
-29.65% |
34,953 |
56,259 |
-37.87% |
|
Mexican Car |
20,904 |
27,734 |
-24.63% |
64,348 |
115,913 |
-44.49% |
|
Total Car Production |
52,877 |
78,011 |
-32.22% |
194,240 |
351,106 |
-44.68% |
|
|
|
|
|
|
|
|
|
U.S. Truck |
74,468 |
126,862 |
-41.30% |
389,242 |
698,179 |
-44.25% |
|
Canadian Truck |
13,479 |
12,204 |
10.45% |
49,614 |
95,864 |
-48.25% |
|
Mexican Truck |
- |
3,969 |
-100.00% |
- |
14,647 |
-100.00% |
|
Total Truck Production |
87,947 |
143,035 |
-38.51% |
438,856 |
808,690 |
-45.73% |
|
|
|
|
|
|
|
|
|
Total Car & Truck |
140,824 |
221,046 |
-36.29% |
633,096 |
1,159,796 |
-45.41% |
June 3, 2009 - Chrysler LLC Production Overview
|
Chrysler LLC |
May '09 |
May '08 |
% Chng |
2009 CY |
2008 CY |
% Chng |
|
U.S. Car |
85 |
26,849 |
-99.68% |
25,730 |
147,544 |
-82.56% |
|
Canadian Car |
160 |
16,989 |
-99.06% |
42,800 |
98,680 |
-56.63% |
|
Mexican Car |
- |
- |
|
- |
- |
|
|
Total Car Production |
245 |
43,838 |
-99.44% |
68,530 |
246,224 |
-72.17% |
|
|
|
|
|
|
|
|
|
U.S. Truck |
280 |
95,139 |
-99.71% |
150,711 |
423,187 |
-64.39% |
|
Canadian Truck |
391 |
28,101 |
-98.61% |
58,482 |
124,703 |
-53.10% |
|
Mexican Truck |
- |
27,048 |
-100.00% |
45,856 |
128,984 |
-64.45% |
|
Total Truck Production |
671 |
150,288 |
-99.55% |
255,049 |
676,874 |
-62.32% |
|
|
|
|
|
|
|
|
|
Total Car & Truck |
916 |
194,126 |
-99.53% |
323,579 |
923,098 |
-64.95% |
June 5, 2009 - BMW MANUFACTURING PLANT EXPANSION
CONSTRUCTION NEARLY COMPLETE
Spartanburg, S.C. – June, 2009…It has been over one year since BMW
Manufacturing announced it would invest $750 million in its upstate
South Carolina factory to add 1.5 million square feet. Since that
time, design, engineering and construction crews have been busy
constructing the new 1.2 million square foot assembly facility and
have added 80% or 300,000 square feet to the existing paint shop.
This investment is the largest ever announced for the Spartanburg
County factory, increasing investments of the BMW Group in its South
Carolina operations to nearly $4.6 billion (total investment for BMW
through 2008 is $3.9 billion).
The new assembly facility is now fully enclosed and equipment is being
installed. Expansion construction to the existing Paint Shop is also
complete and new equipment is being tested. A new 1/3 mile conveyor
system has been constructed to connect the expanded paint shop to the
new assembly hall.
“We are very pleased that construction is nearly complete and that the
project is on budget and on time,” said BMW Manufacturing President
Josef Kerscher.
The new plant design is very similar to BMW’s Leipzig plant in
Germany, the newest plant within the BMW Global Production Network. It
has been designed using “fingers”. The fingers are constructed along
the sides of the new plant and allow for direct deliveries to the
exact point of use on the production line.
A logistics warehouse has also been constructed as part of the new
assembly facility. “We are committed to lean manufacturing and adding
a logistics component attached to the plant was critical to ensure
leaner processes and quicker delivery routes,” said Barbara Bergmeier,
Vice President of Assembly.
In the expanded paint shop area, BMW has added several new
technologies, many borrowed from other BMW plants, including the
Leipzig plant in Germany.
One such technology is a new “RoDip” system. This new conveyor system
represents a breakthrough in paint conveyor technology for pre-treat
and e-coat processes. Previously, BMW Manufacturing used a “pendulum”
system, similar to a ski lift, which carried the car along a rail and
lowered it under the water. The new “RoDip” system rotates the entire
vehicle 360˚ through each process tank. This reduces the amount of
chemicals that are “removed” from tank and reduces chemical and dirt
deposits inside the vehicle.
“Many new and innovative technologies have been implemented into the
new Paint Shop area. This is exciting for the entire BMW Global
Production Network as we are creating synergies and increased
efficiency by implementing lessons learned from around the globe,”
said Doug Bartow, Vice President for Paint at BMW Manufacturing.
Once the new paint shop and assembly facility are operational, the BMW
plant in Spartanburg will manufacture the BMW X3, X5 Sports Activity
Vehicle and X6 Sports Activity Coupe and their respective variants for
over 120 markets worldwide.
June 5, 2009 - General
Motors, Penske Outline Proposed Deal for Purchase of Saturn.
Transaction would save more than 13,000 jobs; preserves renowned brand
and retail network
DETROIT, June 5 -- General Motors Corp. and Penske Automotive Group
today confirmed details of a proposed transaction under which Penske
would acquire the Saturn brand. If completed, the deal would save more
than 350 dealerships and 13,000 jobs at Saturn and its retailers in
the United States, and would preserve the customer-focused Saturn
brand.
The proposed transaction is part of GM's rebuilding efforts outlined
in the viability plan that was submitted to the U.S. government
earlier this year. Under the terms in the memorandum of understanding,
Penske would obtain the rights to the brand as well as certain other
Saturn assets. GM would continue production, on a contract basis, of
the Saturn Aura, Vue and Outlook.
"This is the combination of two iconic teams: Saturn and Penske," said
Saturn general manager Jill Lajdziak. "GM had the vision to create
Saturn and has the desire to see it succeed in the future."
"Saturn has a passionate customer base and outstanding dealer
network," said Roger Penske, chairman of Penske Automotive Group. "For
nearly 20 years Saturn has focused on treating the customer right. We
share that philosophy, and we want to build on those strengths."
Saturn began selling cars in 1990 and has sold more than 4 million
vehicles. More than 80 percent of those vehicles are still in
operation, according to data from R.L. Polk. Saturn has regularly
scored among the industry leaders for non-luxury brands in customer
satisfaction surveys.
"There has been a groundswell of support for Saturn, with our
retailers and owners urging us to save the brand," said Lajdziak. "We
heard their call loud and clear, and it inspired us as we worked to
secure Saturn's future."
The transaction is expected to close in the third quarter of this year
and is subject to customary closing conditions and regulatory
approvals. Financial terms of the agreement will not be disclosed at
this time.
Source: General Motors Corporation
June 17, 2009 -
Chrysler Group LLC Announces Production Start at Seven North
American Assembly Plants
Auburn Hills, Mich., Jun 17, 2009 - One week after finalizing its
global strategic alliance with Fiat Group, Chrysler Group LLC
announced today that it will resume volume production of vehicles with
the start up of seven of its North American assembly plants the week
of June 29, 2009.
As part of a phased production ramp-up, the following assembly
plants are scheduled to resume production at the end of the month:
- Sterling Heights Assembly Plant (Sterling Heights, MI) –
Chrysler Sebring and Dodge Avenger
- Warren Truck Assembly Plant (Warren, MI) – Dodge Ram and Dodge
Dakota
- St. Louis North Assembly Plant (Fenton, MO) – Dodge Ram
- Toledo Supplier Park (Toledo, OH) – Jeep® Wrangler and Jeep
Wrangler Unlimited
- Brampton Assembly Plant (Brampton, Ontario, Canada) – Chrysler
300, Dodge Charger and Challenger
- Windsor Assembly Plant (Windsor, Ontario, Canada ) – Chrysler
Town & Country and Dodge Grand Caravan
- Toluca Assembly Plant (Toluca, Mexico) – Dodge Journey and
Chrysler PT Cruiser
Chrysler Group’s Powertrain and Stamping facilities that supply
these assembly plants will also be operating. Chrysler’s Conner Avenue
Assembly Plant, which builds the Dodge Viper, resumed production on
June 15.
All Chrysler Group plants will be closed during a previously
announced two-week Summer Break the weeks of July 13 and 20.
Re-start of production at other Chrysler Group assembly plants will
be announced at a later date.
|