2023 Automotive Outlook

October 17, 2023

Semiconductors for mobility at the heart of multiple disruptions

The automotive industry is facing revolutions on multiple fronts (much more than any time in the last 150 years): electrification, safety, autonomy, supply chain, and change of business models all rely on semiconductor content. They are all about power devices, sensors, processing and data storage, and geopolitics, with investment brought closer to vehicle production.

All these revolutions need to be understood in depth, resulting from technology choices, supply chain evolution, and even the implementation of new module strategies (with domain-oriented subsystems). These are increasingly specific to the car manufacturer, with the new players (Tesla, Nio, Rivian…) having their own way of working inherited from consumer electronics behavior and the legacy automotive manufacturers finding their own way with both internal structural changes and changes in the supply chain.

It is impossible to understand these paradigm changes (and forecast the need for semiconductor devices) without a clear analysis of all these revolutions: a new supply chain in China (to have as much as possible local production of semiconductor content like BYD and its Chinese strategy), a push by smartphone suppliers to become automotive suppliers (like Qualcomm), the development of new sensors and sensor fusion to deliver what automotive safety and autonomous driving need, the architecture of onboard processing power… This is at the heart of Yole Group – added value: finding the links between market changes, supply chain evolution, new technology adoption, and the strategies of the main players. Yole Group analysts study all these aspects and deliver their analyses via Yole Group Market and Technology reports, Automotive Teardown Tracks, as well as reverse engineering and reverse costing detailed analyses.

Discover the key insights from Yole Group’s Automotive teams.

At Yole Group, we lead the charge in Automotive analysis. Our team of experts is committed to harnessing the full potential of this transformative technology. We deliver a state-of-the-art understanding of what Automotive bring and what is at stake regarding semiconductor technology and the supply chain.