Bosch said (1) mobility revenues for 9MFY21 declined ~13% vs. industry decline ~24%, (2) automotive demand is 10% of global semiconductor demand. India imports entirety of its needs. Semiconductor/micro controller shortage does not originate at Bosch but in the global supply chain; Bosch is facing supply shortages on the imports side and is consequently finding it difficult to service some of the automotive demand. The situation is set to drag on for some months, (3) by 2030, ICE to still be ~75-80% in India with EV forming ~20-25% (4) ECUs, exhaust aftermarket, hydraulics, engineering...