LYON, France - September 23, 2025 | Yole Group today announces 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.

While the global automotive market is set to grow at a modest 2% CAGR between 2024 and 2030, the semiconductor segment is surging dramatically, increasing from $68 billion to $132 billion over this period. This divergence underscores the central role of semiconductors as vehicles evolve into software-defined, connected, and increasingly autonomous platforms.

The white paper examines how established semiconductor leaders and emerging challengers are repositioning themselves to capture value in this rapidly expanding market.

Pierrick Boulay, Principal Analyst, Automotive Semiconductors at Yole Group: “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.”

Yu Yang, Principal Analyst, Automotive Semiconductors at Yole Group: “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.”

• Prev
• Next