Bosch is actively pursuing expansion in its high-performance powertrain and software-driven heavy truck solutions. A significant new order from Daimler Truck for electric powertrains has secured a long-term partnership, while the company leverages intelligent sensor technology and software to advance automated driving and lower total ownership costs for fleet operators.
Speaking at the IAA Show in Hannover, Dr. Markus Heyn, deputy chairman of the Bosch board of management and chairman of the Mobility business sector, emphasized the strategic importance of this sector. “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,” Heyn stated.
This year, Bosch projects that one in three newly registered electric trucks in Europe will feature an electric motor and inverter manufactured by the company. The commercial vehicle market continues to support Bosch’s growth, showing resilience despite an anticipated overall decline in global vehicle production in 2026. The heavy-duty segment, comprising vehicles over six metric tons, remains particularly robust.
Following a strong first half of the year, Bosch forecasts a moderate 1 percent growth in global truck production, reaching approximately 3.3 million units, with projections climbing to 4 million by the mid-2030s. Driven by this outlook and the adoption of new technologies, Bosch anticipates doubling its heavy-duty commercial vehicle technology sales from the current 4 billion euros to 8 billion euros by 2035. Assuming a strong fourth quarter, the Bosch Mobility business sector expects to maintain its 2026 revenue levels despite challenging market conditions.
Bosch’s comprehensive portfolio spans hardware, software, artificial intelligence, and cloud-based services designed to enhance the safety and economy of commercial vehicle operations. To further accelerate growth, the company is entering new business domains, including a planned joint venture with Brakes India and Wheels India—subsidiaries of the TSF Group—to develop smart actuators for compressed air generation, treatment, air suspension, and parking brakes.
Powertrains and technology for all markets
A broad array of alternative powertrain technologies remains central to Bosch’s growth strategy. The company is solidifying its footprint in battery-electric mobility, with a third of all newly registered battery-electric trucks in Europe utilizing Bosch electric motors and inverters in 2026. This momentum is underscored by a major order from Daimler Truck for the eActros electric truck, which includes the supply of European-manufactured electric powertrain components.
As in the passenger car sector, the transition within the commercial vehicle market varies regionally. Electromobility is rapidly expanding, particularly in China. Bosch estimates that by 2030, one in four newly registered heavy-duty trucks globally will be climate-friendly, utilizing batteries or fuel cells, rising to roughly half by 2035. Conversely, traditional and hybridized diesel engines remain dominant in the North American market.
“Achieving the world’s climate goals in the transport sector isn’t an ‘either-or’ proposition – we have to use every technology that helps us transition away from fossil fuels,” Heyn explained. “Batteries are also becoming the lead technology in commercial vehicles, but in heavy-duty long-haul transport and on global markets, they will continue to rely on hydrogen and alternative fuels to supplement them.” Consequently, Bosch is maintaining a strong focus on technological diversity, supplying key components for hydrogen-powered combustion engines alongside fuel-cell power modules.
Simultaneously, the company aims to strengthen its leadership in diesel technology by refining conventional injection systems to help manufacturers comply with emerging emissions standards like Euro 7. Bosch also notes that renewable synthetic fuels can play a crucial role in helping the global fleet achieve climate targets more rapidly.