Rapid growth in new technology markets – particularly robotics and data centers for artificial intelligence (AI) – is skyrocketing demand for semiconductors. According to a recent McKinsey study, meeting semiconductor demand for generative AI applications alone will require an additional annual volume of up to 3.6 million wafers by 2030.
Meanwhile, analyses by Strategy& and the German Electro and Digital Industry Association (ZVEI) suggest that robotics and industrial automation will cause European demand for semiconductors to double by 2040. Bosch wants to participate in this growth and plans to generate some 5 billion euros in semiconductor sales by 2030. To this end, 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 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 successfully used.
By restructuring its chip operations into the new Semiconductors division, Bosch is better aligning its organization and processes with the specific and highly dynamic customer and market requirements of the semiconductor industry. “By establishing our own unit, we’re opening a new chapter in our more than 60-year history in the semiconductor industry,” says Erik Rein, who is responsible for Bosch’s semiconductor business. “In the future, we’ll be able to better tailor our services to our customers’ needs – in the automotive sector, consumer electronics, and beyond.”