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Inside Bosch’s measured e-mobility move: EVs need less parts, their makers building tech in-house

Bosch’s cautious embrace of e-mobility tells a story relevant to all power-train suppliers. The window of opportunity is going to shrink as power-train combinations in EVs are a fraction of what is used in traditional vehicles. To make EVs affordable, big automakers are going for in-house engineering and technology. However, smaller manufacturers may still rely on large suppliers.
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rajivghosh
4 Jun 2020 8 Mins Read 2 comments
Cars drive on the motorway under the logo of Bosch. Getty Images
Cars drive on the motorway under the logo of Bosch.
When a dominant player in any business carefully weighs every move before watchfully embracing what is believed to be an industry game changer, curious questions begin to fly. Global auto-component giant Bosch is a case in point. At a time when electric-vehicles (EV) are touted to be the treasure trove shaping the future of the auto
would build high-voltage batteries themselves and may initially develop electric motors in-house. Bosch sees a bigger potential in driver-assistance and connected-vehicle systems. Driver-assistance system revenues are likely to be 2x of electromobility in 2020 and its investment outlay of EUR4 billion over 2019-22 are well in excess to electrification-investment trend. ( Graphics by Abdul Shafiq)
When a dominant player in any business carefully weighs every move before watchfully embracing what is believed to be an industry game changer, curious questions begin to fly. Global auto-component giant Bosch is a case in point. At a time when electric-vehicles (EV) are touted to be the treasure trove shaping the future of the auto would build high-voltage batteries themselves and may initially develop electric motors in-house. Bosch sees a bigger potential in driver-assistance and connected-vehicle systems. Driver-assistance system revenues are likely to be 2x of electromobility in 2020 and its investment outlay of EUR4 billion over 2019-22 are well in excess to electrification-investment trend. ( Graphics by Abdul Shafiq)

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