Bosch is restructuring its organisational structure and will establish a new ‘Semiconductors’ business division on 1 January 2028 for its semiconductor operations. The new division will remain within the Mobility business sector but will separate from the previous joint structure with the Mobility Electronics division. From 2028, Mobility Electronics will focus on electronic control units and power electronics for vehicles, while the Semiconductors division will take over the development, manufacturing, and distribution of microchips and sensors.
“Semiconductors are the linchpin of our connected world and a key success factor for all of Bosch’s business fields,” said Markus Heyn, Deputy Chairman of the Board of Management of Robert Bosch GmbH and Chairman of the Bosch Mobility business sector.
By 2030, Bosch aims to achieve annual sales of five billion euros from semiconductors. The restructuring is intended to enable greater flexibility in the global semiconductor industry and to open up new growth areas beyond established fields such as automotive components, smartphones, and household appliances. These include, in particular, industrial automation, the control of humanoid robots, and components for data centres in the field of artificial intelligence. Market analyses indicate a sharp rise in global and European demand for semiconductors and silicon wafers in the coming years.
“Our unique strengths in the semiconductor business are our market and technology leadership in MEMS sensor technology, as well as the integration of semiconductors into system solutions. This particularly includes silicon carbide chips and application-specific integrated circuits (ASICs). We want to expand these strengths and leverage them in selected new markets,” said Erik Rein, the person responsible for the semiconductor business at Bosch.
In addition, Bosch will increasingly open its own manufacturing capacities to external partners in the future to build up its foundry business – i.e., contract manufacturing for third parties.
The company’s growth targets are underpinned by billions in investments already made and global expansion. Bosch distributes its production risk across around 40 locations worldwide, ensuring stable supply chains. In recent years, approximately three billion euros have been invested in the German plants in Dresden and Reutlingen, and around two billion US dollars in the expansion of the Roseville plant in the USA. This network is complemented by expansions at the Penang test site in Malaysia and a ten-percent stake in the ESMC manufacturing consortium in Dresden, giving Bosch direct access to chip production.
bosch-presse.de (DE)
