Hella now calls electronics its largest growth area, while Bosch and Cariad have ended their joint autonomous driving software project.
For component suppliers, this split shows two different bets on where OEM platform spend goes next.
Forvia Hella’s electronics revenue reached 3.4 billion euros in 2025. Chief executive Peter Laier points to China, India and North America as the next growth markets. Volkswagen’s software arm Cariad and supplier Bosch have terminated their autonomous driving software partnership. It takes effect no earlier than 29 June. Volkswagen had put in around 1.5 billion euros for technology judged not yet ready.
One supplier commits deeper to electronics scale. The other retreats from a software bet that has not paid off.
Electronics is our biggest growth area for us.
The supplier weighing its own platform bets checks three things:
Hella now treats electronics as its largest growth area. Tier 2 suppliers feeding that segment may face tighter RFQ competition.
Cariad and Bosch have unwound a partnership backed by roughly 1.5 billion euros. Even large software bets get reversed when readiness falls short.
Hella points to China, India and North America as next growth markets. Sourcing decisions may shift away from established European call offs.
Where does your own platform strategy sit between scaling core electronics and betting on software partnerships that may not survive?
If this shift touches your platform roadmap, a first conversation with Christian costs nothing and pitches nothing. It simply maps where you stand.