AUTOMOTIVE WHITE PAPER – SHIFTING GEARS: SEMICONDUCTORS AT THE HEART OF AUTOMOTIVE’S NEXT CHAPTER (Vol.2)
HOW ELECTRIFICATION, ADAS, AND DIGITALIZATION ARE RESHAPING LEADERSHIP IN AUTOMOTIVE SEMICONDUCTORS.
Semiconductors are redefining the automotive industry.
Electrification, autonomous driving, and software-defined vehicles are transforming not only the car, but the entire value chain. At the core of this shift lies the semiconductor, now a key driver of performance, innovation, and competitive advantage. In Yole Group’s Automotive White Paper, Volume 2, we explore how leading chipmakers are reshaping their strategies, forging closer ties with OEMs and Tier 1s, and navigating capacity pressures, geographic diversification, and rising Chinese competition.
Through Yole Group’s reverse engineering and costing expertise, analysts decode OEM and chipmaker choices at the component, module, and system levels, linking technology, supply chain dynamics, and business strategy. This second edition delivers a clear view of the road ahead for the automotive semiconductor supply chain.
Jean-Christophe Eloy
President & Founder, Yole Group
At the heart of the automotive revolution, semiconductors have become the strategic enabler of performance, innovation, and differentiation across a rapidly evolving value chain.
Today, Yole Group examines the current state of the automotive industry, highlighting key semiconductor innovations, challenges, and breakthroughs while exploring future developments. Leveraging their deep expertise in market trends and technology, Yole Group’s analysts provide insights into the evolving automotive landscape and the next generation of vehicles.
The automotive industry is undergoing a major transformation, and semiconductors are at the center. As vehicles evolve into software-defined platforms that are smarter, safer, and increasingly autonomous, demand for advanced chips is rising. These changes are reshaping the strategies of established semiconductor leaders as well as emerging challengers, while forcing automakers and Tier 1 suppliers to rethink their technology roadmaps and partnership models.
Claire Troadec
Director, Global semiconductors at Yole Group
For all semiconductor players, the next phase of development will require technical innovation as well as strategic clarity, long-term partnerships and deep alignment with the evolving needs of global automakers.
📥 Access the Automotive White Paper, Vol. 2 – Don’t miss out on Yole Group’s latest investigations!
To celebrate the release of our automotive White Paper Collection, we invite you to a two-part webinar series exploring the groundbreaking semiconductor technologies shaping the future of transportation.
Discover our program & register now:
👉 Reserve your spot for the 2nd session right now: Register! And let Yole Group’s analysts be your guide in navigating this new era of automotive semiconductors innovation!