CLAIM #28224 · General Motors Company (GM) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2028
“LMR will help us reduce cell and pack costs by several thousand dollars.”
Mary Barra · CEO
How to check this claim
Look at: Battery cell and pack cost reduction attributed to LMR chemistry, per vehicle/pack
It came true if: Company-disclosed or management-commentary reduction of at least $1,000-2,000+ per pack/vehicle attributable to LMR (directional: cell/pack cost reduction > $0 following LMR launch)
Where: Management commentary on earnings calls / GM investor disclosures following LMR battery launch
In context
“costs. AI machine learning and robotics are also driving safety, quality, and speed in our manufacturing plants so we can get great products and technologies into the hands of customers faster. For example, a cross-functional team developed a predictive weld quality model that has enabled us to deliver even more consistent welds and tighter control. Directly improving cost and quality. We are also deploying robotic systems alongside humans to make their jobs safer and easier to perform. For example, a robot can pick up an exhaust system and position it so a single operator can complete the installation without strain. Our robotics and AI work will converge at 2,500 robot and cobots controlled by GM Design Software. Then in 2028, we expect to launch our breakthrough LMR battery chemistry. LMR will help us reduce cell and pack costs by several thousand dollars. Also in 2028, we expect to launch our second-generation software-defined vehicle architecture for ICE vehicles and EVs. It will unite every major system from propulsion to infotainment and safety. On a single high-speed compute core. The performance upgrade includes 10 times more OTA capacity and a thousand times more bandwidth, allowing our vehicles to get better smarter, and deliver more value to our customers over time. It's also an enabler for our eyes-off, hands-off driving technology. This technology and our new software architecture will both launch on the Cadillac Escalade I in 2028. With our Super Cruise experience, the expertise we brought in-house from Cruise, and our learnings from millions of miles of fully autonomous driving, we believe we have everything we need to deliver”
Verify independently
SEC filings for GM ↗ · Claim quote is verbatim from the 2025Q4 earnings call.