Analysis: Automotive Electronics Month in Review, November 2025

Pivotal shifts in automotive electronics, semiconductor advancements, and momentum in wide-bandgap power technologies provide details on automotive industry highlights.

This month's review highlights key automotive electronics analyses from November 2025. There were pivotal shifts in automotive electronics driven by electrification, autonomy, and semiconductor innovation. Automakers accelerated mass-market EV strategies while leveraging hybrids for near-term stability. Semiconductor advancements included Micron’s UFS 4.1 for AI-driven vehicles and Microchip’s 10BASE-T1S Ethernet endpoints for zonal architectures. Wide-bandgap power technologies and 800–1000V platforms gained momentum, while China’s AEB mandate and Asia-focused battery supply chains reshaped global dynamics. Tier-1 revenues declined amid restructuring, and autonomous deployment expectations diverged—L3 slowed, L4 advanced. These developments highlight increasing competition, rapid system integration, and regional technology disparities.