From Beijing to Yokohama: key signals shaping the future of mobility

The automotive industry is entering a new phase of transformation, driven by AI, software-defined vehicles, advanced semiconductors, and new vehicle architectures.

Following Yole Group’s visits to Beijing Autoshow 2026 and Automotive Engineering Expo (AEE) Yokohama 2026, Yu Yang and Pierrick Boulay, both automotive and semiconductor experts have identified several major trends that are expected to reshape the mobility landscape over the coming years.

In Beijing, Yole Group’s team observed the acceleration of Chinese innovation across chassis systems, 48V architectures, AI-powered cockpits, robotaxis, and advanced charging technologies. The event also highlighted the growing influence of local semiconductor suppliers and the rapid maturation of the automotive supply chain.

In Yokohama, one message stood out above all others: Physical AI. From ADAS and robotaxis to humanoid robots, AI is moving beyond digital intelligence to interact directly with the physical world, creating new opportunities for sensors, compute platforms, memory, power electronics, and software ecosystems.

What are the key innovations emerging from China’s automotive ecosystem? – Yu Yang, Principal Lead Analyst, Automotive & Robotics – Takashi Onozawa, Business Director, Japan at Yole Group

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How is Physical AI reshaping automotive, robotaxi, and robotics markets? – Pierrick Boulay, Principal Analyst, Automotive Semiconductors at Yole Group.

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For more than 25 years, Yole Group has been tracking the evolution of the automotive, semiconductor, sensing, power electronics, and robotics industries. Our analysts continuously monitor technology breakthroughs, market shifts, and supply-chain transformations worldwide.

👉 Contact our experts to discuss these trends and discover how Yole Group’s market intelligence can support your strategic decisions.


Source: www.yolegroup.com