Automotive & Mobility

From cars and trains to e-bikes, robotic vehicles, and drones, mobility is being reshaped by semiconductors enabling electric propulsion, ADAS, autonomy, and connectivity. Yole Group tracks these technologies shaping safer, more efficient, and more connected mobility.

Semiconductors, China, and the next automotive era

Pierrick Boulay, Principal Analyst, Automotive Semiconductors at Yole Group – “The automotive industry is entering its most transformative era yet. And semiconductors are at its core.“

The automotive industry is entering its most transformative era yet. From electric cars and autonomous shuttles to high-speed trains and aircraft, mobility is being redefined, with semiconductors at its core. At Yole Group, we closely track these shifts, focusing on how semiconductor technologies enable new mobility functions, as ADAS and electrification become standard building blocks for a fully autonomous, electric future.

China stands at the center of this transformation. As both an innovation hub and a manufacturing powerhouse, its ecosystem is accelerating global technology breakthroughs while fueling the rise of homegrown automotive giants across the supply chain, including a clear strategy among Chinese OEMs to progressively replace established semiconductor suppliers with domestic players.

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Humanoid robots: following the automotive playbook to industrial scale

Humanoid robots are entering a new phase of industrialization, one that mirrors the automotive sector’s decades-long playbook of reliability, cost reduction, and volume scaling.

From BMW’s Leipzig pilot to XPeng’s full-chain mass-production base in Guangzhou, the message is clear: humanoids are shifting from prototypes to manufacturable products, built on automotive-grade supply chains for actuation, sensing, and power electronics.
Supplier moves confirm the trend. Schaeffler’s new embodied robotics unit and Mobileye’s acquisition of Mentee Robotics show that automotive competencies in perception, functional safety, and production-grade deployment are extending directly into humanoid manipulation.

Pierrick Boulay, Principal Analyst, Automotive Semiconductors at Yole Group – “The core similarity between automotive and humanoids is not mobility. It’s productization. Success will come to whoever builds not the best model, but the best robot at automotive economics.“

Yole Group’s semiconductor expertise, spanning sensors, imaging power electronics, computing, and advanced packaging, positions its analysts at the heart of this emerging value chain, tracking the technologies that will define the next generation of Physical AI.

This shift raises critical questions:

How are European and North American OEMs repositioning to stay competitive?
What ripple effects will this have on the global semiconductor supply chain?
How will industry standards evolve?
And how can data security and privacy be ensured as vehicles grow more connected and autonomous?

At Yole Group, we connect emerging trends, technologies, and supply chain dynamics, helping stakeholders understand, anticipate, and lead this new automotive era.

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Decoding mobility's semiconductor revolution

Yu Yang, Principal Lead Analyst, Automotive & Robotics at Yole Group – “The only way to understand what’s happening in mobility is to translate its evolving needs into functions semiconductors can deliver.“

Mobility is undergoing its deepest revolution yet, from cars, buses, and trains to VTOL drones and planes. At Yole Group, we closely track these systems and semiconductors inside them, anticipating change driven by new uses and technology breakthroughs. As ADAS features like adaptive cruise control, automatic emergency braking, and parking assist become standard, they’re paving the way toward fully autonomous vehicles.

Our analysts sit at the heart of this shift, translating evolving mobility needs into the functions semiconductor devices and modules must deliver. We track emerging trends and disruptions across the semiconductor industry and assess how they can be implemented into the automotive supply chain at the right cost.

Connecting market trends, applications, manufacturing capacity, and emerging technologies across the supply chain, that is Yole Group’s daily work in automotive and mobility.

Motoring you through autonomous car systems

At Yole Group, we combine top-down and bottom-up methodologies to understand how megatrends reshape the automotive industry. Our analysts forecast evolutions in functionality, units, and value, while assessing feasibility at the device and module level, manufacturing cost, and supply chain readiness at scale.

We also map the competitive landscape, tracking market shares across foundries, packaging, IDMs, and modules, alongside EV supply chains and teardown-based reverse engineering.

Every day, we connect what’s in cars today, what’s under development, and what the market will need next.

Discover our collection of Automotive products here.