Key takeaways:
- Bosch expects about one in four new heavy-duty trucks to be battery-electric or fuel-cell by 2030 and about half by 2035.
- Global truck production is set to grow from around 3.3 million units in 2026 to 4 million by 2035.
- Bosch aims to double its heavy-duty commercial vehicle sales from more than 4 billion euros today.
One in four by 2030, one in two by 2035
Bosch presented its outlook at IAA Transportation 2026 in Hanover. According to the company, around a quarter of newly registered heavy-duty trucks worldwide will have climate-friendly powertrains – battery-electric or fuel-cell – by 2030. By 2035, that share is expected to reach roughly half.
At the same time, Bosch expects the market to grow. Global production of heavy-duty trucks is forecast to rise by about 1% to around 3.3 million units in 2026 and to reach 4 million units by 2035.
“The heavy-duty commercial vehicle business is a key growth area for us,” said Markus Heyn, deputy chairman of the Bosch board of management and chairman of the Mobility business sector, as quoted in the company’s press release.
Batteries lead, hydrogen for long haul
Bosch sees batteries becoming the leading technology in commercial vehicles too. In 2026, one in three newly registered battery-electric trucks in Europe is fitted with Bosch electric motors and inverters, the company says. It has also won a major new order from Daimler Truck for powertrain components for the eActros, to be manufactured in Europe.
For heavy long-haul transport and global markets, however, Heyn expects hydrogen and alternative fuels to remain important. Bosch offers fuel-cell power modules and components for hydrogen combustion engines, and is among the companies backing Germany’s large-scale hydrogen truck rollout.
The supplier is not abandoning diesel either: it is developing optimised injection systems to meet the Euro 7 standard and supports the use of renewable synthetic fuels.
AI sensors and software-defined trucks
Beyond powertrains, Bosch is betting on safety systems and electronics. In 2027, it will launch new generations of its multipurpose camera and radar sensor with AI-based functions, for example to better detect pedestrians and cyclists.
A camera-based digital rear-view mirror went into series production at two European truck manufacturers in 2026.
Bosch also expects trucks to become increasingly software-defined, with central computers taking over functions from many separate control units and enabling over-the-air updates. In the long term, the company is working towards Level 4 automated driving, which it sees as one answer to the driver shortage.
