Bosch plans to double sales in its heavy commercial vehicle technology business by around 2035, according to the company's chairman of the board of management for the smart mobility group, Markus Heyn, speaking at the IAA Transportation show in Hanover, Germany, in September 2026. The business already generates more than 4 billion euros (about $4.7 billion) in annual revenue, as reported by Chinese outlet Gasgoo.
Growth amid a resilient truck market
Despite an expected overall decline in global vehicle production in 2026, Bosch sees the heavy truck segment as more resilient. Based on strong first-half momentum, the company forecasts global heavy truck output will rise about 1% this year to roughly 3.3 million units, and climb to around 4 million by 2035. Heyn said Bosch is leveraging its position as a global systems supplier to accelerate the shift toward diversified powertrains and new vehicle architectures.
In the battery-electric space, every third newly registered electric truck in Europe in 2026 is equipped with Bosch motors and inverters, the company said. Bosch recently won a major new order from Daimler Truck to supply electric drive components for its eActros models, with production in Europe. It also launched a new heavy-duty electric drive axle that integrates the motor, transmission and other core components into a single unit, suitable for trucks with a gross weight of 18 to 49 tonnes.
Bosch is pursuing a multi-pathway strategy, offering fuel cell power modules and key components for hydrogen combustion engines, while also strengthening its position in diesel by optimizing injection systems to meet upcoming Euro 7 emission standards. The company predicts that by 2030 about a quarter of newly registered heavy trucks globally will use climate-friendly powertrains such as battery-electric or fuel cell, rising to about half by 2035.
Safety, autonomy and software-defined trucks
In safety and driver assistance, new EU regulations that took effect in July 2026 require emergency braking systems to recognize pedestrians and cyclists, and driver monitoring systems to detect distraction. Bosch says it offers sensors and functions meeting these requirements, and plans to launch a new generation of multi-function cameras and radar sensors in 2027, using AI to improve recognition of people and vehicles. In 2026, a Bosch digital mirror with integrated camera went into series production at two major European automakers.
On the electrical and electronic architecture front, Bosch and its subsidiary ETAS are developing centralized architectures, including high-performance, scalable onboard computing platforms and accompanying software, to support software-defined commercial vehicles. Heyn said the company aims to achieve Level 4 autonomous driving, partly to address the growing shortage of truck drivers in the logistics industry.
