380亿，孙正义买走了

Core Viewpoint - The article discusses the significant acquisition of ABB's robotics business by SoftBank for $5.375 billion, marking a transformative moment in the global industrial automation landscape [3][5]. Group 1: Acquisition Details - ABB announced the sale of its robotics unit to SoftBank, with the transaction expected to be completed in mid-2026 [3]. - The deal involves ABB transferring its robotics division into a newly established holding company, which SoftBank will acquire entirely in cash [5]. - Post-acquisition, SoftBank will gain access to ABB's 7,000 engineers, 500,000 installed units, global service network, and all intellectual property [5]. Group 2: Financial Implications - ABB expects to net approximately $4.7 billion after accounting for transaction-related costs and taxes, alongside an anticipated non-operational pre-tax gain of about $2.4 billion [5]. - The robotics business generated $2.3 billion in revenue in 2024, constituting 7% of ABB's total revenue [5]. Group 3: Strategic Shift for ABB - ABB's decision to sell its robotics unit comes after a failed IPO attempt, with the CEO stating that the immediate cash from SoftBank was more beneficial than pursuing an independent listing [5][6]. - The company will refocus on its core areas of electrification, process automation, and motion control, indicating a strategic shift away from robotics [6]. Group 4: SoftBank's Vision - SoftBank's acquisition is seen as a strategic move to integrate advanced technology and talent, aiming to merge artificial superintelligence (ASI) with robotics [8][9]. - The acquisition aligns with SoftBank's goal to become a leading ASI platform provider, with robotics serving as a crucial interface for ASI applications [8][9]. Group 5: Industry Impact - The acquisition is expected to accelerate the integration of AI and robotics, potentially reshaping the competitive landscape of traditional industrial robotics [11]. - As the largest industrial robot market, China's local companies may face intensified competition from this acquisition, which could drive domestic innovation and market share [12].