ADAS in the Physical AI Era: Architecture Shifts and Supply-Chain Power Moves | AutoSens USA 2026

Pierrick Boulay, Senior Analyst - Automotive Semiconductor at Yole Intelligence discusses how in the Physical AI era, ADAS is evolving from modular, rule-heavy pipelines toward more integrated, learning-centric stacks that close the loop from perception to action. As OEMs bring more software and data ownership in-house, and SoC vendors ship richer SDKs and reference stacks, Tier-1s face “platformization” pressure and must respond with stronger system-level bundles and partnerships. -- Join the discussion with AutoSens: https://auto-sens.com/ -- Discover more about Yole Group: https://www.yolegroup.com/ -- Check out our partner channel "   / @incabin  " -- Stay in the loop – join our newsletter: https://autosens.com/subscribe/