Yole Group announced the release of its Automotive White Paper, Vol. 2, part of the 2025 Yole Group White Paper Collection. Following the success of Volume 1, this latest edition dives deeper into the transformative forces shaping the future of automotive semiconductors.
The white paper examines how established semiconductor leaders and emerging challengers are repositioning themselves to capture value in this rapidly expanding market. Some are strengthening their positions in power management, electrification and safety systems, while others are driving advances in computing platforms for ADAS, infotainment, and LiDAR; China, for example, is making LiDAR a differentiator in its domestic EV race.
The global competitive landscape is shifting. U.S. and European players continue to leverage scale, IP depth and established OEM relationships to defend leadership. Meanwhile, Chinese companies, fueled by national support, are aggressively building capabilities to secure a self-sufficient semiconductor ecosystem.
At the same time, OEMs like Tesla, BYD and Nio are accelerating vertical integration, further disrupting traditional supply chains and reshaping how value is captured across the ecosystem. Yet challenges loom: geopolitical risks, AI-driven compute requirements and the architectural shift toward centralized vehicle platforms will test the resilience of the entire supply chain.
"Automotive semiconductors are no longer a hidden enabler. They are the foundation of future mobility. Yole Group’s Automotive White Paper, Vol.2, shows how technological choices and strategic bets in the next five years will define the winners and losers of this industry," said Pierrick Boulay, principal analyst, Automotive Semiconductors at Yole Group.
The paper also highlights the process of node evolution and the rise of chiplet design, examining their implications for supply security and innovation. With TSMC and Samsung fully booked on sub-16 nm capacity through 2027, questions about availability and strategic alignment with automakers are critical.
"The global race is accelerating. While incumbents hold strong in ADAS and autonomous compute, challengers must prove reliability to earn trust. The winners will be those who align technology innovation with OEMs’ evolving roadmaps," said Yu Yang, principal analyst, Automotive Semiconductors, Yole Group.
Yole Group’s Automotive White Paper, Vol. 2, offers a comprehensive, independent analysis of the forces shaping the next phase of automotive semiconductors. It reflects the group’s expertise in technology, strategy, and supply chain dynamics, providing valuable insights for decision-makers across the ecosystem.
This publication is part of the Yole Group 2025 White Papers Collection, which will soon feature additional volumes, including a dedicated AI-focused series covering semiconductors in power electronics, photonics, memory and computing.
Download the full Automotive White Paper, Vol. 2, on Yole Group’s website and explore the future of mobility through the lens of semiconductor innovation.