Shifting gears: semiconductors at the heart of automotive’s next chapter – From the automotive White Paper, Vol. 2

September 30, 2025

Semiconductor supply chains, strategies, and the road ahead

The automotive industry is in the midst of a profound transformation. Electrification, autonomous driving, and the rise of software-defined vehicles are reshaping not only the car itself but the entire value chain behind it. At the very heart of this revolution lies the semiconductor, now a strategic enabler of performance, innovation, and differentiation in a fiercely competitive market.

This shifting landscape raises critical questions.

How will semiconductor innovation determine future market control?
How are leading players adapting their strategies in the face of intensifying Chinese competition, with more and more innovations coming from Chinese OEMs?
And, ultimately, what will the future of the automotive semiconductor supply chain look like?

Jean-Christophe Eloy President & Founder, Yole Group

At Yole Group, we bring unique visibility into these dynamics thanks to our reverse engineering and costing activities.

Through deep teardown analyses of automotive modules and semiconductor devices, we uncover OEM and chipmaker technology choices and track innovation at the component, module, and system levels. We understand how these decisions translate into market strategy and competitive positioning. This capability is the core of our mission: linking technology, supply chains, and business strategy.

These insights form the backbone of Yole Group’s Automotive White Paper, Volume 2. In this edition, we analyze the strategies of the global leaders, the evolving role of the Chinese ecosystem, and the technologies that are setting the pace in the race for automotive silicon leadership.

We are pleased to present this second edition as part of our Automotive White Paper series, an ongoing collection dedicated to providing significant and relevant insights into one of the most strategic markets of our time.

Stay tuned for upcoming volumes!

About the author

Jean-Christophe Eloy is President & Chairman of the Yole Group.
Created in 1998, the market research & strategy consulting company has grown to become a group of companies providing marketing, technology and strategy consulting, media in addition to corporate finance services. His mission is to oversee the strategic direction of Yole Group.
All year long, Jean-Christophe builds deep relationships with leading semiconductor companies, discussing and sharing information across his global network. His aim is to get a comprehensive understanding of their strengths and guide their success.
Jean-Christophe is a graduate from EMLyon Business School (Lyon, France) and has a Ph.D. in Semiconductor Engineering from the National Polytechnic Institute of Grenoble (France).