I think this is just because they are taking more of Government Motors sales.
I think this is more evidence of what is being called a jobless recovery (i.e. the world economy is picking up at the top but jobs are not being added at the bottom).
Contrary to popular opinion, a jobless recovery, one in which an economy grows by increasing productivity instead of hiring...and leaves a large segment still unemployed, is quite possible. Those still employed see enough income to feed the recovery as those still unemployed watch as their unemployment benefits expire.