2025 H2 TOP6 Trend- Auto Parts

🚘 2025 H2 Automotive Parts Development Trends: TOP 6

EV · SDV · Autonomous Driving · MLCC · SiC · Supply Chain Strategy

🔋 1. EV Electrification Components

Key Focus: 48V architecture, PDU integration, self-heating batteries, smart charging

EVs now require thousands of components, especially high-voltage and high-efficiency modules
Battery-Car-Charger integration (BCCS) is gaining traction for smart energy management

electric vehicle charger plug with digital display

🧠 2. SDV (Software Defined Vehicle)

Key Focus: Zonal architecture, OTA updates, centralized ECU

Vehicle control systems are shifting from domain-based to zonal-based architecture
OTA (Over-the-Air) updates enable real-time software upgrades and cybersecurity enhancements

🤖 3. Autonomous Driving & ADAS Components

Key Focus: LiDAR, radar, V2X, sensor fusion

MEMS and flash LiDAR are entering mass production
Long-range radar + AI camera fusion modules are being developed for L2+ autonomous systems
V2X modules enhance vehicle-to-infrastructure communication

📦 4. MLCC Demand Surge

Key Focus: High-capacity MLCCs, EV-specific components, global CAPEX expansion

EVs require thousands of MLCCs per vehicle, especially in BMS, inverters, and chargers
Major suppliers (Murata, TDK, Yageo) are expanding production capacity

⚡ 5. SiC Power Semiconductor Modules

Key Focus: 800V inverters, SiC MOSFETs, GaN hybrid modules

SiC modules are now standard in Tesla, GM, Hyundai EV platforms
High-speed, low-heat hybrid ICs are under joint development globally

🌍 6. Global Supply Chain Strategy

Key Focus: IRA compliance, localization, material independence

Korean, Taiwanese, and Japanese firms are expanding production in the U.S. and ASEAN
Battery and semiconductor supply chains are being restructured to reduce China dependency

📊 Summary Infographic

Keyword	Technology Focus	Application Area
EV	High-voltage integration	Battery, motor, charger
SDV	Zonal, OTA	Vehicle control, security
Autonomous	Sensor fusion, V2X	ADAS, L2+ driving
MLCC	High-capacity ceramics	EV electronics
SiC	Fast, low-heat modules	Inverters, chargers
Supply Chain	Localization, IRA	Global production

✍️ Conclusion

The second half of 2025 marks a pivotal shift in automotive parts development.
From electrification and software-defined architecture to sensor fusion and supply chain resilience,
OEMs and suppliers must align their strategies with these six key trends to stay competitive.