China becomes the largest single market! A German car electronic parts giant

  • Source:Network finishing
  • Release on:2022-11-21

Bosch Group is headquartered in Stuttgart, Germany. It is the world's leading technology and service provider. The business covers the fields of automotive and intelligent transportation technology, industrial technology, consumer goods, and energy and construction technology. It covers the solutions and products of all cars, including chassis systems, steering, electronic drivers of the body, and entertainment activities of the body. As a leading IoT supplier, Bosch provides innovative solutions for smart homes, Industry 4.0 and interconnection mobile. In 2020, Bosch's sales in China surpassed Germany for the first time.

In 2021, the industrial giant Bosch created a sales performance of about 78.8 billion euros (about RMB 572.8 billion), an increase of 10.1%year -on -year, and the pre -interest tax profit of 3.2 billion euros, an increase of more than 50%year -on -year. The profit margin of the pre -interest tax was 4%, an increase of 1.2PCT (the profit margin of the previous annual interest tax was 2.8%). The Bosch Group has a total of about 402,600 employees worldwide, and about 6,700 employees are mainly located in Asia Pacific and European regions; the number of German employees is stable at about 131,400. The number of employees in the research and development field increased by nearly 4%to 76,000. The number of global software developers exceeds 38,000, an increase of about 4,000 over the previous year. There are 440 branches and regional companies around the world.

Business situation: 2021 global sales of 78.7 billion euros, an increase of 10.1%

In 2021, the sales of Bosch Group achieved exceeding expectations. According to preliminary financial reports, Bosch Group's sales increased by 10%to 78.8 billion euros. After adjusting the impact of the exchange rate, the sales of technology and server -side increased by 11%. The group's pre -interest tax profit reached 3.2 billion euros. The profit margin before interest tax is about 4%.

Although the shortage of chips on the automotive industry has a huge impact on the automotive industry, as the largest scale of Bosch's business and the highest sales automobile and intelligent transportation technology business, the sales of this business segment still increased by 7.6%to 45.4 billion euros. 12.7%, reaching 21 billion euros.

In terms of various regions, sales in the European market increased by 9.3%year -on -year to 41.5 billion euros, a growth rate of 10%after adjusting the impact of the exchange rate. In terms of performance in China, according to relevant data, the sales of Bosch Group in China in 2021 were about 128 billion yuan (about 16.7 billion euros), an increase of 9.1%over 2020. Bosch China is currently the largest single market outside Bosch, and is also the country with the largest number of employees other than Bosch Germany.

According to the ranking of global TOP100 car parts supporting suppliers released by 2021, the top ten auto parts suppliers released in 2021 are Bosch, Electric, ZF, Magna International, Aisin Seiko, Hyundai Mo, respectively Bis, Feria, Mainland, BASF, Lerr. Bosch ranked first in the top 100 supporting suppliers of global auto parts in 2021.

Intelligent leading the centralization of electronic electronic architecture

Automotive electric intelligence requires deep technical accumulation, a large number of R & D investment and cross -border collaboration, and leading traditional parts and component suppliers such as Bosch has seized the opportunity. The revolution of the automotive electrical architecture is expected to break through the bottleneck and support complex functional needs. The automotive electrical structure from a distributed direction domain controller to central centralized formula is a feasible way to break through the distributed architecture ECU performance bottleneck, achieve more functions, and even software upgrades. Tier1 manufacturers represented by Bosch, Mainland, Anto, etc. all centralized electrical architecture (EEA) as a technological development path.

Bosch divides the development of automobile E/E architecture into six stages: the first stage, modularity stage, each ECU is responsible for specific functions, complex and redundant in architecture; in the second stage, the integrated stage, a single ECU can be responsible for more The function; the third stage, the domain centralization stage, concentrate the integration of multiple functions into one domain control unit or domain calculator; the fourth stage, the domain fusion stage, multiple domains are combined together, from the cross -domain control unit or the cross -domain control unit or Cross -domain computer control; stage 5, the vehicle computer stage is controlled by the central vehicle control computer; in the sixth stage, the car cloud computing stage, some functions transferred to the cloud.

In the era of intelligent electric vehicles, the E/E architecture was upgraded. The core competitiveness of electronic parts headed by semiconductor in the automotive field was greatly improved. The market space is expected to be further opened. Among them The main increase: It is expected that the global automotive power semiconductor market will reach $ 12.5 billion by 2025. However, the current market is mainly monopolized by European and American manufacturers such as Yingfei Ling. The domestic production rate of power devices in my country is about 10%, and it is concentrated in low -end products such as diodes and crystal tubes. The demand for domesticization is strong.

Electric and electronic control technology leading, focusing on the development of battery technology

In 2021, Bosch's electrified travel related orders exceeded 10 billion euros for the first time. Bosch will invest about 3 billion euros in the next three years to develop electrification and hydrogen energy, and enter the core component of the core component of the hydrogen electrolytic system with a scale of 14 billion euros. Create a smart module. Hydrogen -making battery stacks are expected to be put into production as early as 2025.

Bosch will continue to promote the layout to achieve digital transformation: by 2025, it will invest 10 billion euros in the field of digital and intelligent interconnection. Among them, two -thirds of investment will be used to develop new technologies with development prospects, focusing on sustainable development, travel, and industry 4.0.

In the foreseeable future, electrified transportation will become a major core business of Bosch, mainly in the direction of electric travel with batteries and fuel cells as its main driving force. From electric bicycles to trucks, Bosch's diversification of electrified transportation products will continue to increase development.