Bosch Heavy-Duty Commercial Vehicle Sales Target €8B by 2035

Bosch Targets More Than EUR 8 Billion in Heavy-Duty CV Sales

Robert Bosch GmbH is targeting more than EUR 8 billion in heavy-duty commercial vehicle sales by 2035, double its current level of more than EUR 4 billion. The company announced the objective at IAA Transportation 2026 in Hannover as it outlined its strategy for the changing global truck market. Bosch expects global truck production to rise moderately by about 1% to approximately 3.3 million trucks before reaching 4 million units by the mid-2030s. The outlook combines expected market growth with increasing demand for electrified powertrains, software-driven vehicle architectures, advanced sensing systems, and technologies designed to improve safety and efficiency in heavy-duty commercial vehicles.

Global Truck Production Expected to Reach 4 Million Units

The projected expansion of the truck market provides an important foundation for Bosch's growth target. The company expects global truck production to increase from approximately 3.3 million units to about 4 million units by the mid-2030s, following moderate near-term growth of roughly 1%. At the same time, Bosch anticipates a substantial shift in the propulsion mix of newly registered heavy-duty trucks. By 2030, about one in four newly registered heavy-duty trucks worldwide is expected to use a climate-friendly battery-electric or fuel-cell powertrain. Bosch expects that proportion to rise to approximately one-half by 2035, creating a larger addressable market for electrified commercial vehicle technologies.

Electric Powertrain Business Gains Major Daimler Truck Order

Robert Bosch GmbH is strengthening its battery-electric commercial vehicle business as electrification expands across the heavy-duty truck market. Bosch expects its electric motors and inverters to power one-third of all newly registered battery-electric trucks in Europe in 2026. A major new order from long-time partner Daimler Truck supports that position, covering electric powertrain components for the eActros electric truck. The components will be manufactured in Europe, linking Bosch's expected regional market position with localized production of key electric powertrain technologies used in heavy-duty commercial vehicles.

Key Bosch Commercial Vehicle Market and Technology Targets

The company's outlook combines market expansion with specific technology and product developments. Bosch is pursuing a larger role in electric powertrains while also developing the electronic and software foundations required for increasingly software-driven commercial vehicles. Together with subsidiary ETAS, it is developing central E/E architectures that use high-performance, scalable vehicle computers and associated software platforms. These systems are intended to support the growing computing requirements of commercial vehicles. Bosch is therefore positioning its business across several technology layers, rather than relying solely on conventional mechanical components as truck manufacturers transition toward electrified and software-intensive vehicle architectures.

New AI-Enabled Sensors and Driver Monitoring Technologies

Bosch is also expanding its commercial vehicle technology portfolio with new generations of multipurpose camera and radar sensors planned for launch in 2027. The systems are designed to provide more precise detection of people and vehicles by using the latest AI technologies together with increased computing power. Separately, a digital rearview mirror with an integrated camera that analyzes driver behavior and provides warnings when it detects distraction entered mass production in 2026 at two European manufacturers. These developments extend Bosch's focus beyond propulsion into sensing, perception, driver monitoring, and safety-related functions for next-generation commercial vehicles.

Industry Impact & Outlook

Bosch's strategy indicates that the commercial vehicle technology market is likely to become increasingly centered on electrification, centralized computing, software, AI-enabled sensing, and driver assistance alongside conventional components. The expected rise in climate-friendly heavy-duty trucks could expand demand for electric motors, inverters, vehicle computers, sensors, and related software platforms, while the Daimler Truck order demonstrates the importance of established manufacturer relationships in converting technology capabilities into production programs. For Bosch, achieving more than EUR 8 billion in heavy-duty commercial vehicle sales by 2035 will depend on both the projected expansion of the truck market and its ability to maintain a strong position as manufacturers adopt new electric and software-driven vehicle architectures.

Frequently Asked Questions

What is Bosch targeting for its heavy-duty commercial vehicle business by 2035?
Bosch is targeting more than EUR 8 billion in heavy-duty commercial vehicle sales by 2035, compared with more than EUR 4 billion currently. The company expects this growth to be supported by a larger global truck market and accelerating adoption of climate-friendly propulsion technologies. Bosch estimates global truck production could reach 4 million units by the mid-2030s, while about half of newly registered heavy-duty trucks worldwide could use battery-electric or fuel-cell powertrains by 2035. Its strategy also includes electric powertrain components, central E/E architectures, software platforms, AI-enabled sensors, and driver monitoring technology.

What new commercial vehicle technologies is Bosch developing?
Bosch is developing several technologies aimed at the transition toward electrified and software-driven commercial vehicles. Together with ETAS, it is developing central E/E architectures based on scalable vehicle computers and associated software platforms. The company is also expanding its electric powertrain business with motors and inverters for battery-electric trucks. New generations of multipurpose camera and radar sensors are planned for 2027, using AI and increased computing power for improved detection. In addition, a digital rearview mirror with driver-behavior analysis and distraction warnings entered mass production in 2026 at two European manufacturers.