A new chapter in Bosch’s semiconductor history

• Bosch strengthens its semiconductor business with a dedicated business division from January 2028.
• The new setup strengthens the focus on semiconductor markets and customer needs.
• Bosch builds on its strong automotive business while targeting selected new markets.
• Customers continue to benefit from Bosch’s technology expertise, quality, and long-term reliability.

Semiconductors and sensors are essential components of electronic systems, for example in vehicles, industrial applications, and consumer electronics. At the same time, new technology markets such as robotics and data centers for artificial intelligence (AI) are skyrocketing the demand for semiconductors. According to a current McKinsey report, the demand for generative AI applications alone will require an additional annual volume of up to 3.6 million semiconductor wafers by 2030.

Bosch has been on the forefront of semiconductor innovations for more than 60 years. Now the time has come to tap into new opportunities with an evolving semiconductor strategy. Bosch plans to generate five billion Euros in revenue from semiconductors by 2030. To achieve this goal the semiconductor activities will be bundled in a dedicated Semiconductors business as of January 1, 2028.

Bosch is tailoring its structure and processes even more closely to the specific and highly dynamic customer and market requirements of the semiconductor industry. For customers this means receiving semiconductor technologies and services from a specialized semiconductor supplier, backed by Bosch’s broad portfolio, deep application and system know-how, and experience in industrializing semiconductor technologies at scale. This way, the new setup brings together the best of both worlds: a stronger focus on semiconductor customers and markets, combined with Bosch’s technology expertise, quality standards, and long-term commitment to the semiconductor business.