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IAA Transportation Bosch Aims to Double Revenue from Heavy-Duty Commercial Vehicles

By Claus-Peter Köth | Translated by AI 4 min Reading Time

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The supplier Bosch sees the potential to double its revenue from technology for heavy-duty trucks—currently more than 4 billion euros (4.6 billion US dollars)—by 2035, through high-performance powertrains, intelligent sensor technology, and software.

In commercial vehicles as well, vehicle functions that were previously distributed are now being consolidated onto central computing platforms—for example, for the cockpit or vehicle domains—and software and hardware are being consistently decoupled.(Source: Bosch)
In commercial vehicles as well, vehicle functions that were previously distributed are now being consolidated onto central computing platforms—for example, for the cockpit or vehicle domains—and software and hardware are being consistently decoupled.
(Source: Bosch)

Rising transportation demands driven by the growth of global trade, stringent regulatory requirements, and a growing driver shortage are putting pressure on the commercial vehicle industry and driving up total cost of ownership. Bosch’s response is: more technology that opens up new economic opportunities.  “The heavy-duty commercial vehicle business is a key growth area for us: By the mid-2030s, we aim to double our revenue in this segment,” said Markus Heyn, Deputy Chairman of the Bosch Board of Management and Chairman of the Mobility Business Sector, at the IAA Transportation 2026 in Hanover.
The robust commercial vehicle market is supporting Bosch’s business. While a downward trend is expected overall for global vehicle production in 2026, the heavy-duty commercial vehicle segment—for vehicles over six metric tons—is proving more resilient: Following a dynamic first half of the year, Bosch expects global truck production to grow slightly by about 1 percent to approximately 3.3 million trucks; by the mid-2030s, global production volume is projected to rise to about 4 million units.
Based on this forecast and the adoption of relevant technologies, Bosch sees the potential to double its revenue from technology for heavy-duty commercial vehicles—currently more than 4 billion euros—by 2035.

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