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Electric & Autonomous Vehicles:

A Transformative Shift for The Auto Industry


Wednesday, March 25, 2020 at 11:00 AM ET | 8:00 AM PT

Electric vehicles and autonomous technologies are positioned to disrupt the automotive industry over the next decade. The shift towards electric vehicles and the potential of autonomous cars are significantly increasing the technology content per vehicle, with impacts to battery capabilities, 5G connectivity, infotainment, cameras, radar systems, and more – all of which are transforming automobiles as the next big tech device. 


On March 25, CFRA hosted an educational webinar where we provided our outlook for the future of electric vehicles, and if and when fully autonomous vehicles become a reality. We also discussed the implications for the overall sector as well as specific auto manufacturer and semi-conductor companies, especially in light of recent market volatility and coronavirus impacts that are top of mind to many investors.



  • Garrett Nelson, Senior Equity Analyst, CFRA
  • Angelo Zino, Senior Equity Analyst, CFRA