As we move through the first few weeks of Donald Trump’s second term in office, automakers are watching closely to see if the new president will follow through on threats to introduce a bevy of hefty tariffs. Indeed, GM is no different, as The General relies heavily on parts sourced from manufacturers located outside the U.S. That said, all-electric models like the 2025 Chevy Equinox EV and Chevy Blazer EV now incorporate significantly fewer Chinese-sourced parts than were used for the 2024 model year.
Looking over the numbers, 62 percent of the components in the 2024 Chevy Equinox EV and 2024 Chevy Blazer EV originated from U.S. and Canadian suppliers, while 18 percent were sourced from China. By comparison, the 2025 model year sees a dramatic reduction in Chinese-sourced parts, with GM instead shifting its parts sourcing preference towards Mexico and South Korea, with 46 percent of components now coming from Mexico, and 20 percent from South Korea. Meanwhile, U.S. and Canadian parts content has also dropped significantly, down from 62 percent in 2024 to just 12 percent in 2025​.
Despite these changes in supply chain logistics, final assembly, engine production, and transmission manufacturing for both the Equinox EV and Blazer EV remain in Mexico, just as they were for the 2024 model year.
U.S. / Canada | Mexico | South Korea | China | Final Assembly | Engine | Transmission / Drive Unit | |
---|---|---|---|---|---|---|---|
2024 Chevy Equinox EV | 62 | - | - | 18 | Mexico | Mexico | Mexico |
2025 Chevy Equinox EV | 12 | 46 | 20 | - | Mexico | Mexico | Mexico |
2024 Chevy Blazer EV | 62 | - | - | 18 | Mexico | Mexico | Mexico |
2025 Chevy Blazer EV | 12 | 46 | 20 | - | Mexico | Mexico | Mexico |
Note that a dash in the table above does not indicate that zero parts were sourced from the given country, but rather the given country was not a major parts source.
While this strategic shift moves GM away from Chinese suppliers, it introduces new financial risks if Trump’s proposed 25-percent tariffs on imports from Mexico and Canada are enacted. If the proposed 25-percent tariffs materialize, costs could skyrocket for models like the Equinox EV and Blazer EV, both of which now rely far more heavily on Mexican and South Korean components.
Notably, even GM models produced inside the U.S. could experience significant price increases if they are built using parts imported from Mexico or Canada. That includes models like the Chevy Silverado and GMC Sierra, both of which are produced at the GM Fort Wayne plant in Indiana (among other locations). Check out our previous coverage for more information.
For now, the elimination of Chinese-sourced parts reduces some geopolitical risks, but GM’s increased dependence on Mexico and South Korea could introduce new supply chain vulnerabilities. If trade tensions escalate, American consumers may very well see significantly higher sticker prices as a result.
Comments
Jonathan, please change the table heading “ENGINE” to “MOTOR” because none use any engine. After the change, you can delete my post.
Great, let me know when the Equinox is at 0% China parts. Then I may consider one.
And when it’s built in the US
Needs the 2.5 L in them
Who cares. It’s still built in Mexico and provides few if any US jobs.
Still provides a ton of jobs to the engineers who work on designing the car
GM cut Chinese parts but it slashed US content even more. Judging from the numbers, this is 18% marketing and 50% cost-cutting.
As of tomorrow, Mexico and Canada hit with 25% tariffs. All those GM SUVS are going to go up in price.
I guess there are some keywords that are verboten here. It is a shame that it takes a smackdown from our president to bring these companies back home, where they belong. The previous guy had the same idea, but he approached it differently. His approach did not accomplish the goal, imo. As was laid bare during the pandemic, this is a national security issue.
The present guy will bankrupt American automakers with his bone headed Mexico a and Canada tarriffs.