Aptiv and Bosch Showcase Robotics Components and Solutions at the 9th CIIE

At the 9th China International Import Expo, Aptiv showcased embodied robot perception and domain control unit computing solutions. The two robots on display were used for automated visual inspection and automated assembly, respectively, both equipped with its domain control solutions developed for robots. Aptiv disclosed that it had signed strategic cooperation agreements with Tashi Zhihang and Shanghai Electric, respectively, to provide computing platforms and intelligent power management solutions for the two companies' robots, with related products expected to enter mass production within the year. Hundreds of embodied robots from Tashi Zhihang and Shanghai Electric will gradually enter Aptiv's production lines for technical validation and solution optimization. Bosch displayed a robotic finger tactile sensing product at its booth. The product captures pressure changes through high-precision air pressure sensors and synchronously monitors finger movement direction via magnetometers and inertial measurement units. Xu Daquan, President of Bosch China, stated that Bosch will cooperate with robot companies to collect data and trial robots in its own factories, while evaluating systems and components suitable for Bosch to supply; Bosch will not manufacture embodied robot bodies. Bosch China's R&D team is developing robot joints, with products expected to be launched in 2027. Bosch plans to promote robot trials at approximately 100 to 200 workstations in China in 2026. Data from the China Association of Automobile Manufacturers shows that in the first three quarters of 2026, domestic automobile production and sales both declined by 4.5% year-on-year. Data from the National Bureau of Statistics shows that during the same period, the total profits of automobile manufacturing enterprises above designated size fell by 22.8%. Statistics from IT Juzi show that in the first half of the year, total financing in the domestic embodied intelligence sector reached 93.5 billion yuan, a fivefold increase year-on-year. Data from the State Taxation Administration shows that in the first five months of 2026, the amount spent by industrial enterprises on purchasing embodied intelligent robots increased by 2.3 times year-on-year. UBS Securities analysis suggests that by 2050, annual demand for humanoid robots will exceed 80 million units, with a保有量 exceeding 300 million units, and the market size covering components, complete machines, software, data, production, and services is expected to reach 1.4 trillion to 1.7 trillion US dollars.