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Volkswagen could outsell GM in China for the first time in nine years

As of the end of November, Volkswagen had sold 70,000 more cars than General Motors in China in 2013, making it appear inevitable that VW will outsell GM there. The feat would return the German brand to the top of chart in China for the first time in nine years, but even the second-place getter won't be complaining too loudly: both automakers sold more than three million vehicles in a market pegged to hit 16 million sales this year.
Volkswagen said it could have sold more cars if it had had more production capacity in China. The arrival of a new-to-China Audi A4, a China-built A3 sedan, the VW Bora and Skoda Octavia, as well as an $18.2-billion-euro investment in the country to construct new factories, means VW should see its numbers grow in 2014. GM's lineup is expanding next year, too, adding four Chevrolet nameplates and two vehicles to its Baojun brand as it tries to get to five million in sales by 2015.
Among other automakers, Ford benefited from good product and woes for Japanese automakers over a territorial dispute with China, outselling Toyota by almost 32,000 units through the end of November. The Ford Focus is China's best-selling vehicle so far this year.

Pickup prices rising at 2x industry average

We've said it before, but bears repeating: Pickup trucks are the financial engines of America's automakers. Good thing, then, that the segment is in rude health - in fact, Automotive News is suggesting that pickup truck sales are arguably healthier than they were pre-recession, even though the segment's volume is still significantly down from where it was before the bottom fell out of the US economy. That's because per-unit profits on full-size trucks are skyrocketing, outpacing the industry's average price increases by more than double since 2005. According to data from Edmunds, the average transaction price of a full-size pickup is now $39,915 - a heady increase over the $31,059 average price in 2005 - a gain of over 8 percent after inflation is factored in.
Just how important are trucks to automakers' bottom lines? Automotive News quotes a Morgan Stanley analyst as saying the Ford F-Series is responsible for 90 percent of the company's 2012 profits, and General Motors isn't far behind, with the Chevrolet Silverado and GMC Sierra twins chipping in about two-thirds of the automaker's earnings.
Automotive News points out that Detroit's automakers now have the money to invest in modernizing their full-size truck offerings, in part because they don't have the same overhead and legacy costs that pushed General Motors and Chrysler into bankruptcy. Certainly, the pickup segment has seen a lot of innovations as of late, including turbocharged V6s, coil-spring rear suspensions and active aero. Those improvements in important areas like fuel economy and ride comfort have given existing pickup buyers new reasons to upgrade. In addition, automakers are piling on the tech and luxury goodies, creating more and more high-content, high-profit models like the Ford F-150 King Ranch, Ram 1500 Laramie Longhorn and Chevrolet Silverado High Country (shown).

Ford director says company has big efficiency plans, but no dedicated EV

The annual autofest known as the North American International Auto Show previews a plethora of exciting new products that we'll see and drive later in the year, from tiny urban commuters to family sedans and crossovers to hard-working big pickups and SUVs. It's also a once-a-year cornucopia of auto executives and leaders from around the world. "There will be some really fun stuff that you'll hear about in the future" - Ford's Kevin Layden So, in-between dozens of cool new-product unveilings on rotating stages during the two press days preceding the public show, we auto scribes grab what planned and impromptu interviews we can. Sessions with top industry leaders can be hard to get, but I was able to score a seat in a group session with then-General Motors North America president (now executive VP of global product development) Mark Reuss, and I also managed brief one-on-ones with a trio of vehicle electrification leaders, one each from Ford, BMW and GM, and what they said then remains relevant now. First up is Kevin Layden, Ford's Director of Electrified Powertrain Engineering. ABG: Where will Ford go beyond its current Focus EV and hybrids, and will there be a Ford EV and/or hybrid on its own energy-optimized platform one day. KL: We don't want to do a dedicated electric vehicle with all the development costs borne by a niche product. At the Michigan Assembly plant right now we're building the Focus electric, PHEV and EcoBoost on the same assembly line. Also the C-Max, with both a hybrid and an Energi plug-in, and we use that same power pack in the Fusion Hybrid and Energi. We want to be, "The power of choice" [a Ford marketing slogan], so having that choice for customers is very important. And if I want to sell the Fusion, Focus and C-Max globally, we can use these power packs wherever it makes sense. So as we go forward, you'll see us proliferating the power packs we have today. Then the question is, what do we do next? There will be some really fun stuff that you'll hear about in the future. ABG: Is the efficiency difference between a dedicated ultra-efficient vehicle platform and a shared multi-use platform getting smaller as all platforms get more efficient? KL: Exactly. Were going through aero studies now on wheels and tires and hood sealers on base vehicles. We have full aerodynamic wind tunnel studies going on with the base Focus and C-Max, so all of that [aerodynamic improvement] will be there for EVs.