With this first automotive White Paper, Yole Group examines the current state of the industry, highlighting key innovations, challenges, and breakthroughs while exploring future developments. Leveraging their deep expertise in market trends and technology, analysts provide insights into the evolving automotive landscape and the next generation of vehicles.
The automotive industry is experiencing its most transformative era since its inception. From electric cars to autonomous shuttles, high-speed trains to aircraft, mobility is being redefined — and semiconductors are at its core.
Pierrick BoulayPrincipal Analyst, Automotive Semiconductors at Yole Group
At Yole Group, we closely monitor these shifts, focusing on how semiconductor technologies enable new mobility functions. ADAS and electrification are becoming standard, laying the groundwork for fully autonomous & electric vehicles.
Yu YangPrincipal Analyst, Automotive Semiconductors at Yole Group
In the ongoing revolution, China plays a pivotal role. As a hub of innovation and manufacturing, the Chinese ecosystem is fueling both technological breakthroughs and market acceleration on a global scale, while also fostering the rise of its own automotive giants at all stages of the supply chain.
In the face of this abrupt change, how are European and North American OEMs positioning themselves to remain competitive? What will the ripple effects be on the global semiconductor supply chain? How will standards be (re-)defined? And as vehicles become ever more connected and autonomous, how can the industry ensure data security and privacy across such a complex, international landscape?
A key strategic question is related to semiconductor device makers: the Chinese car OEMs have a supply strategy to increase, car model by car model, Chinese sourcing of semiconductor devices. So, they are replacing their existing global suppliers, including Infineon Technologies, NXP, STMicroelectronics, TI, Renesas, and onsemi… to name just the largest ones, with Chinese companies.
This is a dramatic shift for the non-Chinese IDMs. Some, like STMicroelectronics, are building a dedicated strategy to become Chinese in China. However, a similar strategy is clearly needed for each of these companies.
Today, Yole Group is pleased to introduce its first Automotive White Paper, marking the launch of a Yole Group 2025 Collection. Analysts invite you to explore the insights within and stay tuned for the soon-to-be-released upcoming editions, including a second automotive volume, dedicated to the automotive semiconductor companies and their strategy.
To celebrate the release of our Automotive White Paper, the first in the Yole Group 2025 Collection, we invite you to a two-part webinar series exploring the groundbreaking semiconductor technologies shaping the future of transportation.
Reserve your spot for both webinars: June 19 – September 25. And let Yole Group’s analysts be your guide in navigating this new era of automotive semiconductors innovation!
Acronyms
(1) Original Equipment Manufacturer – (2) Silicon Carbide – (3) Electronic Control Unit
