# Who does General Motors pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/general-motors · Facet: suppliers · Updated: 2026-09-24T12:56:01.93579+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: General Motors's confirmed suppliers/cost counterparties include LG화학 (양극재), 삼성SDI, LG전자 plus 6 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 9 cost edges, backed by 13 dated sources, 2 of them primary filings (as of 2026-09-24).

### LG화학 (양극재) (high)  → /lg-chem.md
- metric: contract ₩24.7T · 양극재 매입
- note: ₩24.75T long-term EV cathode supply contract with LG Chem (Feb 2024–Dec 2035).
- [confirms] DART (FSS) (KO, filing, published 2026-03-13) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260313001195: "Counterparty: General Motors; long-term EV cathode supply contract, 2024.02.07–2035.12.31; total ₩24,749,237,818,187."
- [confirms] LG (KO, ir, published 2022-07-26) https://www.lg.co.kr/media/release/27323: "GM sources cathodes from LG Chem."

### 삼성SDI (high)  → /samsung-sdi.md
- metric: Amount $3.5B · JV 투자
- note: Battery-cell JV in New Carlisle, Indiana (~$3.5B; 27GWh initial to 36GWh; NCA prismatic; 2027 mass production).
- [confirms] Samsung SDI (EN, ir, published 2024-08-28) https://www.samsungsdi.com/sdi-now/sdi-news/3942.html: "~$3.5B JV in New Carlisle; 27GWh to 36GWh; 2027 production."

### LG전자 (high)  → /lg-electronics.md
- note: Sources EV drive motors and inverters from LG Magna's (LG 51% JV) Mexico plant for its next-gen EV platform.
- [confirms] ZDNet Korea (KO, news, published 2024-10-24) https://zdnet.co.kr/view/?no=20241024172914: "VS order backlog around KRW 100tn this year."
- [confirms] Maeil Industry News (KO, news, published 2024-08-01) https://www.imsn.kr/news/articleView.html?idxno=10268: "LG Magna's new Mexico plant ramps motor production for GM's new EV platform."

### LG에너지솔루션 (high)  → /lg-energy-solution.md
- note: Battery cells via the Ultium Cells JV: Warren, Spring Hill ($2.3B, pivoting to LFP) and Lansing ($2.6B; GM agreed to sell its stake to LGES).
- [confirms] SEC EDGAR (EN, filing, published 2026-01-27) https://www.sec.gov/Archives/edgar/data/1467858/000146785826000011/gmq42025pressreleaseandfin.htm: "FY2025 revenue $185.0B; $7.9B EV-capacity realignment charges."
- [confirms] General Motors (EN, ir, published 2025-07-14) https://news.gm.com/home.detail.html/Pages/news/us/en/2025/jul/0714-Ultium-Cells-upgrade-Tennessee-plant-low-cost-EV-battery-cell-production.html: "Spring Hill upgrading to LFP cells atop the $2.3B investment."
- [confirms] LG Energy Solution (EN, ir, published 2022-01-26) https://news.lgensol.com/company-news/press-releases/881/: "Ultium Cells JV announced a $2.6B third plant."

### NVIDIA (high)  → /nvidia.md
- note: Adopts NVIDIA DRIVE AGX (Blackwell, up to 1,000 TOPS) for ADAS/AV and Omniverse/Cosmos for factory AI (GTC 2025); no dollar figure disclosed.
- [confirms] NVIDIA IR (EN, ir, published 2025-03-18) https://investor.nvidia.com/news/press-release-details/2025/General-Motors-and-NVIDIA-Collaborate-on-AI-for-Next-Generation-Vehicle-Experience-and-Manufacturing/default.aspx: "GM adopts DRIVE AGX in-vehicle and Omniverse/Cosmos for manufacturing AI."

### 글로벌파운드리 (high)  → /globalfoundries.md
- note: Long-term direct supply agreement (2023) with a dedicated, exclusive capacity corridor for GM chips at GF's Malta, NY fab.
- [confirms] GlobeNewswire (GF) (EN, ir, published 2023-02-09) https://www.globenewswire.com/news-release/2023/02/09/2605304/0/en/GlobalFoundries-and-GM-Announce-Long-Term-Direct-Supply-Agreement-for-U-S-Production-of-Semiconductor-Chips.html: "Dedicated exclusive GF capacity corridor for GM chips at Malta, NY."

### 상하이자동차 (SAIC-GM 합작) (high)  → /saic-motor.md
- note: Runs its China business via a 50:50 JV with SAIC (SAIC-GM).
- [confirms] Gasgoo (EN, news, published 2026-01-15) https://autonews.gasgoo.com/articles/news/saic-motors-2025-sales-surpass-45-million-driven-by-self-owned-brands-and-nevs-2008158559647072256: "SAIC-GM NEV deliveries +85.1%."

### 뉴코 (high)  → /nucor.md
- note: General Motors was the first customer for Nucor's Econiq low-carbon steel and began receiving deliveries in the first quarter of 2022, but customer-specific purchase value was not disclosed.
- [confirms] Nucor (EN, ir, published 2021-10-05) https://nucor.com/news/?article=nucor-launches-econiq-net-zero-steel-122597: "General Motors will receive the Econiq net-zero steel beginning in Q1 2022"

### Qualcomm (mid)  → /qualcomm.md
- note: Snapdragon cockpit, telematics and Snapdragon Ride (Ultra Cruise) chips (relationship extended 2021).
- [confirms] Green Car Congress (EN, news, published 2021-01-27) https://www.greencarcongress.com/2021/01/20210127-qualcommgm.html: "Qualcomm powers GM cockpits, telematics and ADAS."

### CMS 에너지 (mid)  → /cms-energy.md
- note: General Motors signed a long-term agreement with Consumers Energy to receive emission-free renewable power at its Michigan plants, with the disclosed commitment covering about 70 MW and supporting renewable-energy sourcing at three plants.
- [confirms] Consumers Energy (EN, ir, published 2022-02-01) https://www.consumersenergy.com/news-releases/news-release-details/2022/02/01/14/12/consumers-energy-general-motors-agree-to-power-three-michigan-auto-plants-with-clean-energy: "This commitment supports roughly 70 megawatts of emission-free renewable energy in Michigan."

Reverse side: https://valuechain.wiki/general-motors/customers.md · Ripple: https://valuechain.wiki/general-motors/ripple.md

---
Full node: https://valuechain.wiki/general-motors.md · JSON: https://valuechain.wiki/general-motors.json