President and Managing Director
GM China Group
Kevin Wale
General Motors China:
Driving Growth
President and Managing Director
General Motors China:
Driving Growth
1
• Sales have grown 12 times over the past 15 years
• Anticipate 3-7% sales growth in 2012
• Expect demand to grow faster in China than in the next 9 highest-growth markets combinednext 10 years
• Driving force for industry growth will be tier 3 and 4 cities
Phenomenal Industry Growth
Sales have grown 12 times over the past 15 years
7% sales growth in 2012
Expect demand to grow faster in China than in the growth markets combined over the
Driving force for industry growth will be tier 3 and 4
Phenomenal Industry Growth
2
Qujing
In China, With China, for China
• 12 joint ventures
• Engineering & design center
• Automotive financing JV
• On-board telematics JV
• Certified used car JV
Shenyang
Liuzhou
Yantai
Qingdao
Qujing
Harbin
3
In China, With China, for China
Shanghai
Hong Kong
Changchun
3
Engineering & design center
Automotive financing JV
0.06
0.260.39
0.49
0.67
0.88
2.7%
7.5%
8.5%
9.4%
11.2%11.8%
12.2%
2001 2002 2003 2004 2005 2006 2007
Growing Volume and Market Share
1.03 1.09
1.83
2.35
2.5512.2%
12.1%
13.4%12.8%
13.6%
2007 2008 2009 2010 2011
Market Share
Sales Volume
(Million Units)
Growing Volume and Market Share
4
Growing Presence
PATAC Climate Wind Tunnel
Wuhan Plant Groundbreaking
Growing Presence
5Wuhan Plant Groundbreaking
SGM Dong Yue Phase III
• Key source of learning
• Share cost and risk
• Enable us to do more than by going it alone
• Need to ensure all sides win
• Cooperation rather than command and control required
• Need a full commitment and a shared vision
Focus on Partnerships
Enable us to do more than by going it alone
Need to ensure all sides win
Cooperation rather than command and control
Need a full commitment and a shared vision
Focus on Partnerships
6
Focus on Brands
7
Focus on Distribution NetworksFocus on Distribution Networks
8
Focus on Products for China
Chevrolet New Sail Buick GL8 Luxury MPV
Chevrolet Malibu Buick Encore
Focus on Products for China
Baojun 630Buick GL8 Luxury MPV
9
Cadillac XTSBuick Encore
Focus on Current Technology
Chevrolet Volt
Focus on Current Technology
Buick LaCrossewith eAssist
10
Focus on Next-Gen Technology
EN-V 2.0 (Electric Networked
Gen Technology
V 2.0 (Electric Networked-Vehicle)
11
Focus on Developing Technology
GM China Advanced Technical Center
Focus on Developing Technology
GM China Advanced Technical Center
12
Focus on Leveraging China Globally
Chevrolet MPV
Focus on Leveraging China Globally
Chevrolet Sail Hatchback
13
• Don’t underestimate potential for growth in China
• Make a long-term commitment
• Build a great partnership model based on mutual trust and respect
• Understand the depth and complexity of the market
• Build a great local capability
• Participate in the future
Lessons Learned
Don’t underestimate potential for growth in China
term commitment
Build a great partnership model based on mutual
Understand the depth and complexity of the
Build a great local capability
14
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