General Motors sold 2.1 million cars in China in 2023. By 2024, that number dropped to 1.8 million, a 14% decline. Buick, Chevrolet, and Cadillac still attract buyers, mostly middle-class families and businesses in cities like Shanghai and Beijing, but local brands are gaining ground fast.

‍

Ford is facing an even tougher situation. In 2023, Ford sold approximately 455,000 vehicles in China, down from 484,000 in 2022. In 2024, Ford's sales continued to decline, with Q1 to Q3 figures totaling 307,000 units. With one quarter left unreported, Ford’s full-year numbers are expected to be lower than 2023. Ford continues to struggle against rising domestic competitors, relying more on fleet sales and rural buyers.

‍

Tesla, meanwhile, is surging. It sold 603,664 cars in China in 2023, and in 2024, sales climbed to 657,000, an 8.8% increase. The Model Y and Model 3 remain top choices, especially among young professionals and high-income buyers in major cities like Shenzhen and Hangzhou.

‍

China is a critical market for U.S. automakers, but rising trade tensions could change everything. With tariffs, supply chain restrictions, and geopolitical risks looming, companies like GM, Ford, and Tesla face uncertainty. If relations between the U.S. and China deteriorate further, their access to the world’s largest auto market—and billions in revenue—could be at risk.

‍

Watch the video here:

‍

‍

‍