Bosch says it is looking for more growth in its high-performance powertrains and solutions for software-driven heavy trucks. It says a major new order from a global commercial vehicle manufacturer (Daimler Truck) for electric powertrains secures long-term collaboration. Further, with intelligent sensor technology and software, Bosch says it is paving the way for automated driving and reducing the total cost of ownership for fleet operators.
Markus Heyn, deputy chairman of the Bosch board of management and chairman of the Mobility business sector, said at the IAA Show in Hannover: "The heavy-duty commercial vehicle business is a key growth area for us. We aim to double our sales in this segment by the mid-2030s." This year, one in three newly registered electric trucks in Europe will be powered by an electric motor and inverter from Bosch, the company says. The robust commercial vehicle market is also bolstering Bosch's business, it says.
While global vehicle production is expected to show an overall downward trend in 2026, the heavy-duty commercial vehicle segment (vehicles weighing over six metric tons) is proving to be more resilient, the company claims. Following a strong first half of the year, Bosch expects global truck production to grow moderately by about 1 percent to approximately 3.3 million trucks, and then to 4 million units by the mid-2030s. On the basis of that forecast and the market uptake of corresponding technologies, Bosch sees the potential to double its heavy-duty commercial vehicle technology sales from today's more than 4 billion euros by 2035.
At the same time, assuming a solid final quarter, the Bosch Mobility business sector will be able to maintain its 2026 revenue level despite the current challenges and demanding market environment, Bosch says. The company's portfolio ranges from hardware and software to artificial intelligence and cloud-based services that make operating commercial vehicles safer and more economical. Bosch is also boosting its growth by entering new business areas.
The company plans to establish a new joint venture with Brakes India and Wheels India, two subsidiaries of the TSF Group, to develop smart actuators for compressed air generation, compressed air treatment, air suspension, and parking brakes. Powertrains and technology for all markets A key element of Bosch's growth strategy remains its broad portfolio of alternative powertrain technologies. The company is consolidating its market position in battery-electric mobility: in 2026, one-third of all newly registered battery-electric trucks in Europe are powered by electric motors and inverters from Bosch.
A major new order from long-time partner Daimler Truck for the eActros electric truck underpins this success: the agreement covers the supply of electric powertrain components manufactured in Europe. Similar to the passenger car segment, the pace of transformation in the commercial vehicle market also varies by region: electromobility is rapidly gaining momentum and is becoming especially widespread in China. Bosch estimates that by 2030, about one in four newly registered heavy-duty trucks worldwide will be climate-friendly – powered by batteries or fuel cells – with that figure going up to about half by 2035.
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