Feb. 15 at 12:28 PM
$WRD
Did you know? Bosch landed Toyota’s largest global ADAS order, built on Qualcomm, targeting 5-star Euro NCAP 2026 ratings, with rollout from 2028 across US, EU, UK and Japan. Effectively, Toyota is standardising their integration layer on Bosch.
This effectively gives Bosch distribution leverage first. WeRide could benefit indirectly from that leverage later. Once that layer exists, introducing WeRide logic becomes a software evolution, not a new supplier decision. That lowers adoption friction massively.
The likely path here is:
Bosch baseline ADAS →
Bosch enhanced E2E →
Bosch–WeRide behavioral layer.
Toyota provides the first step.