Gasgoo Weekly | Bosch Wins Major Mercedes Motor Supply Order; NVIDIA Net Profit Soars 211% - Gasgoo

This week's automotive industry news focuses on strategic moves by leading companies. Bosch secured a long-term motor supply agreement with Mercedes-Benz, extending into the 2030s, highlighting its ce... Read original →

Bosch’s long-term motor deal with Mercedes-Benz cements high-power-density e-drivetrains as a premium EV moat, forcing rivals like ZF and Valeo to accelerate SiC module integration and triggering upstream competition for 8-inch SiC wafer capacity. NVIDIA’s 211% net profit surge reflects more than AI hype—it signals successful strategic positioning in central compute via its Orin-to-Thor migration, pressuring Qualcomm and Horizon Robotics to deliver integrated cockpit-ADAS chips by 2027 or risk exclusion from top-tier supply chains. Regulatory headwinds from the EU Battery Regulation and U.S. IRA are inflating compliance costs, making Stellantis-Dongfeng’s European JV a tactical maneuver to bypass trade barriers. Over the next 18 months, Chinese auto suppliers lacking in-house automotive-grade chip IP will face marginalization, while firms with robust software-defined vehicle middleware—like ThunderSoft—will become prime M&A targets.