Bosch targets 1 billion euros in humanoid robot revenue

Bosch said Wednesday it is ramping up humanoid robotics investment, aiming for 1 billion euros in new annual revenue from the sector, according to Reuters.reuters
The move coincides with partner Neura Robotics securing up to $1.4 billion in Series C funding from Nvidia, Amazon, Qualcomm ↗6.17%, and Bosch itself.cnbc
Bosch’s auto division posted a 1.8% operating margin in 2025, and CEO Stefan Hartung has delayed its 7% margin target to at least 2027.yahoo

Bosch Pivots to Humanoid Robotics as Auto Business Faces Pressure

German industrial giant Bosch announced on Wednesday that it is stepping up investment in humanoid robotics, targeting an additional one billion euros in annual revenue from the sector as its traditional automotive business continues to face competitive and pricing headwinds.ilsole24ore

A New Growth Engine

CEO Stefan Hartung argued that with the advent of humanoid robots, demand for Bosch components and solutions is rising. The company aims to supply hardware, software, and sensor technology to the emerging humanoid sector, leveraging its existing manufacturing expertise and industrial automation capabilities.bosch-sensortec

The announcement came on the same day that Bosch’s partner, German robotics firm Neura Robotics, revealed a Series C funding round of up to $1.4 billion — one of the largest ever for a European robotics company. Bosch participated as an investor alongside Nvidia, Amazon, Qualcomm, Tether, Schaeffler, the European Investment Bank, and others.theaiinsider

Sensor Suits and Training Data

The Bosch-Neura partnership, first announced in January 2026, centers on generating real-world training data for humanoid robots. Thousands of workers across Bosch’s global production facilities wear advanced sensor suits to capture movement, environmental, and workflow data that feeds into Neura’s physical AI platform. Bosch is also contributing to the hardware development and industrialization of Neura’s robots, from optimizing production workflows to scaling manufacturing.evertiq

Auto Sector Struggles

The robotics push comes as Bosch’s core automotive division — still the world’s largest car parts supplier — grapples with persistent difficulties. The company posted an operating margin of just 1.8 percent in 2025, well below its target, and delayed its goal of achieving a 7 percent margin until at least 2027. Hartung has warned repeatedly of “cut-throat competition” in the auto sector driven by trade barriers, price declines, and growing competition from Chinese manufacturers.yahoo

Despite these headwinds, Hartung told Reuters on Wednesday that Bosch remains on track to meet its 2026 financial targets of 2 to 5 percent sales growth and a 4 to 6 percent operating margin.linkedin