Q3 Outlook Conference AgendaTuesday, 30 September 2025 - ET

The internal combustion engine has also been the beating heart of traditional vehicle. But having spent decades fine-tuning these machines to offer the perfect combination of efficiency, power, comfort, and noise, automotive manufacturers are faced with the challenge of optimising their new electric offerings.

Disruptors have embraced power semiconductors as key to this, pushing vertical integration all the way down to the component level. For legacy automakers, whether to grasp this nettle or partner with the experts in the field is an open question. What they decide could shift the entire power semiconductor landscape.

Join Callum Middleton as he explores the strategic crossroads facing automakers in the EV revolution. Gain critical insights into power semiconductor strategies that will determine competitive advantage in the next phase of the industry, with e-mobility at its core.

Following years of rapid expansion, the automotive semiconductor market slowed in 2024, due to inventory corrections and escalating geopolitical tensions. With supply chains stabilizing and demand patterns evolving, the industry is entering a pivotal stage fueled by the rise of software-defined vehicles, advanced driver assistance systems (ADAS), and vehicle electrification.

This presentation will examine the latest market trends driven by core semiconductor components, microcontrollers (MCUs) and systems-on-chip (SoCs), highlighting market dynamics, technology evolution, and competitive positioning. It explores how MCUs and SoCs are adapting to evolution vehicle architectures, higher compute performance, and AI integration, while addressing the challenges of cost pressure, regulatory uncertainty, and intensified global competition.

At the end of the session, Maite Bezerra, Senior Principal Analyst, Software-Defined Vehicles, will join Sang for a conversation about the effect changing architectures are having on the automotive semiconductor market.

The North American automotive industry is traversing uncharted waters, with the end not necessarily in sight. The combination of ever-changing US tariff policies and rising economic uncertainty are putting huge strains on pricing, manufacturing and product strategizing.

Haig Stoddard will do a rundown on the current situation and give his views on how automakers are reacting to the challenges as they enter the fourth quarter, heading toward 2026.