Bosch to set up a dedicated semiconductor division, aims for additional growth in new markets

Robotics and industrial automation will cause European demand for semiconductors to double by 2040, according to some studies. Bosch wants to participate in this growth and plans to generate some 5 billion euros in semiconductor sales by 2030.

The company will put its semiconductor business on a firmer footing as part of the reorganization of its corporate structure and the evolution of Bosch Mobility, which was announced at the end of October 2026. Effective January 1, 2028, Bosch will transfer its semiconductor operations to a new division called Semiconductors. The business will continue to be assigned to the Mobility business sector. Bosch’s semiconductor operations are currently part of its Mobility Electronics division.

The company aims to tap into additional sales and growth opportunities for its semiconductors not just in its existing automotive and consumer businesses – such as smartphones and wearables – but also in pioneering applications in robotics, where Bosch chips are already being used.

“Today, Bosch semiconductors already enable efficient control of humanoid robots. In the future, high-precision, innovative sensors will serve as the foundation for additional smart systems. Semiconductors are key to our technology that is ‘Invented for life,’ and they form the technological foundation for our customers’ innovations,” says Markus Heyn, deputy chairman of the board of management of Robert Bosch GmbH and chairman of the Mobility business sector.

With approximately 40 semiconductor sites worldwide dedicated to research, development, and manufacturing, Bosch has a global presence. In recent years, the company has invested approximately 3 billion euros in its wafer fabs in Dresden and Reutlingen. In Roseville, California, Bosch is spending about 2 billion U.S. dollars to equip its plant with facilities to manufacture specialized silicon carbide chips. To strengthen its global resilience, the company also plans to further expand its test center in Penang, Malaysia, by the middle of the next decade. What is more, Bosch holds a 10 percent stake in the European Semiconductor Manufacturing Company (ESMC) GmbH, a joint venture in Dresden.