In its new report, Automotive Computing and AI 2025, Yole Group analyses the technological and market forces redefining vehicle intelligence, safety, and connectivity.
The automotive industry is accelerating into a new era of intelligence, and semiconductors are at the heart of this revolution. Yole Group’s latest report, Automotive Computing and AI 2025, provides a comprehensive overview of how computing and artificial intelligence are transforming vehicles into smarter, safer, and more connected platforms.
Yole Group’s experts dive deep into the technical and strategic transformations shaping automotive computing, examining how supply chain disruptions, centralised architectures, chiplet processors, and the rise of AI are redefining the competitive landscape. Automotive Computing and AI 2025 explores the evolution of ADAS and Infotainment platforms, sensor fusion, and the integration of AI accelerators across the vehicle. It details market shares, design strategies, and technological shifts among leading players, from NVIDIA, Mobileye, and Qualcomm to Huawei, Horizon Robotics, and NXP. It also offers an insightful mapping of the emergence of new semiconductor alliances.
Hugo Antoine, Technology & Market Analyst, Yole Group said: “In our 2025 report, we noticed that centralised processors are no longer just a niche market limited to a few vehicles and OEMs but the main growth driver of the entire ADAS market, and that is even more true in China.”
By connecting market data, technology roadmaps, and ecosystem analysis, Automotive Computing and AI 2025 offers a comprehensive view of how AI-driven computing will shape the future of mobility.
Adrien Sanchez, Senior Technology & Market Analyst, Yole Group said: “Designing ADAS processors in-house by OEMs is costly, but at around 3 million units in total it becomes a real advantage, and a growing number of Chinese OEMs are daring to take that risk.”
Key insights from the 2025 report
- The automotive processor market reached $8.9 billion in 2024, split between ADAS at about $4 billion and infotainment at almost $5 billion
- ADAS and safety applications are projected to grow at a 19% CAGR between 2024 and 2030, reaching $12.3 billion by 2030
- Infotainment and telematics are expected to grow at an 8% CAGR over the same period
- The move toward centralised architecture is pushing OEMs to design their own chips, while leaders like NVIDIA, Qualcomm, and Huawei redefine competitive dynamics
- Mobileye remains dominant in ADAS front cameras with 36% of the total ADAS market, but faces new challenges from NVIDIA, Qualcomm, Horizon Robotics, and Huawei HiSilicon
- The need for more powerful, better optimised, safer, and more modular processors is driving the emergence of chiplets in the automotive industry
Daniel Niu, Market Researcher at Yole Group said: “China’s approach to processors is to pursue independence and autonomy, free from constraints. Even if its processors lag behind the West, it doesn’t matter – the key is to have its own processors. As vehicles evolve into software-defined platforms, the ability to integrate AI at every level, from safety to infotainment, will define the winners of the next decade.”
