全球第一Tier 1，又又又裁员了，13000人将丢掉饭碗

Core Viewpoint - Bosch plans to implement a large-scale layoff affecting 13,000 employees, representing 3% of its global workforce, primarily in its Mobility division, which was previously part of its automotive components business [2][4] Group 1: Layoff Details - The total layoffs in Germany will exceed 22,000, which is nearly one-fifth of Bosch's automotive workforce in the country [4] - The cumulative layoffs, including the additional 13,000, will surpass 25,000 globally, as Bosch's workforce is projected to decrease by nearly 3% to approximately 417,900 employees by December 31, 2024 [4][6] - The layoffs will be phased and will significantly impact factories in Stuttgart, Bühl, and Homburg, with specific job cuts outlined for each location [6][7] Group 2: Financial Context - Bosch's Mobility division is facing a cost gap of €2.5 billion (approximately $2.95 billion), prompting the need for drastic cost-cutting measures [9][12] - The company aims for annual sales growth of 6%-8% and a 7% EBIT margin by 2030, but the Mobility division's EBIT margin is currently only 3.8% [12] Group 3: Industry Trends - Bosch's layoffs reflect a broader trend among German automotive suppliers, with companies like Continental and ZF also announcing significant job cuts in response to the industry's shift towards electric vehicles [17] - The layoffs highlight the challenges faced by traditional manufacturing sectors in Germany as they adapt to the evolving automotive landscape [17] Group 4: Investment in AI - In contrast to the layoffs, Bosch is investing over €2.5 billion in AI by 2027, aiming to enhance innovation and business transformation [13][15] - The company is focusing on AI applications in autonomous driving and smart manufacturing, indicating a strategic pivot towards technology-driven solutions [15]