Core Viewpoint - SoftBank Group has reached a final agreement to acquire ABB's robotics business for $5.375 billion (approximately 38.45 billion RMB), marking a significant move in the global industrial automation and robotics sector [2][4]. Group 1: Acquisition Details - The acquisition has received approval from SoftBank's board but is pending regulatory approvals from the EU, China, and the US, with completion expected in mid to late next year [4]. - ABB's robotics business, part of the "big four" in industrial robotics, has over 50 years of technological experience and a global customer base, with projected revenues of $2.3 billion in 2024 and approximately 7,000 employees [4]. Group 2: Strategic Intent - This acquisition is part of SoftBank's broader strategy to achieve "Super Artificial Intelligence (ASI)" by 2035, integrating a comprehensive layout of "computing power base - hardware carrier - scenario landing - ecological collaboration" [2][14]. - SoftBank's ambition in robotics dates back over a decade, starting with the acquisition of French company Aldebaran for about $100 million in 2014, leading to the development of the humanoid robot Pepper [8]. Group 3: Integration and Future Plans - Post-acquisition, SoftBank plans to integrate ABB's advanced technologies with its existing robotics ecosystem, enhancing capabilities in key sectors such as automotive manufacturing, electronics assembly, and logistics warehousing [15]. - A dedicated technology integration team will focus on several initiatives, including connecting ABB's robot control software with SoftBank's AI platform for Pepper and integrating AutoStore's automation systems with ABB's industrial robots [15][17]. - The integration aims to significantly improve production efficiency, reduce automation deployment costs for manufacturing clients, and accelerate the global implementation of Industry 4.0 [16]. Group 4: Shift in Robotics Strategy - This acquisition signifies a fundamental shift in SoftBank's robotics strategy, moving from a focus on humanoid robots to solidifying its foundation in industrial robotics, transitioning from showcasing technology to practical industrial applications [17].

Ortus Advisors的日本股票策略主管安德鲁·杰克逊表示，收购ABB机器人业务可能提升市场对日本整个 工业机器人行业的增长预期，这对安川电机等国内制造商而言是个好消息。 CLSA证券日本公司分析师奥利弗·马修在报告中写道："预计投资者将对软银的机器人投资及其在工业 AI领域的盈利机会更为乐观。我们此前一直疑惑软银为何重组其机器人资产，收购ABB机器人部门似 乎给出了答案。" 软银股价创下8月8日以来最大涨幅。当日日本AI相关股普遍反弹，英伟达首席执行官黄仁勋关于公司 Blackwell芯片需求"非常、非常高"的言论带来提振。 智通财经APP注意到，软银(SFTBY.US)股价早盘飙升13%，创下日内新高。该公司计划收购ABB集团机 器人业务的消息，提振了市场对其人工智能业务利润增长的预期。 这家日本投资公司于东京市场交易时段宣布，已同意以约54亿美元收购瑞士工业集团的工业机器人部 门。软银股价上涨助推日本蓝筹股日经225指数周四早盘最高上涨1.5%，表现优于东证指数。 杰克逊称，软银正寻求拓展"实体AI"领域，这被誉为"能够迎来下一次工业革命"。 ...

Group 1 - Nvidia and Samsung are investing in AI robotics startup Skild AI to strengthen their presence in the emerging consumer robotics industry [1][2] - Nvidia is investing $25 million (approximately 180 million RMB) while Samsung is investing $10 million [1] - This investment is part of Skild's Series B funding round, which is led by SoftBank Group with an investment of $100 million, valuing the company at approximately $4.5 billion [1] Group 2 - The robotics sector is becoming a significant area for growth among global tech companies, with major players like Apple, Meta, Amazon, and Google making substantial investments [1] - Nvidia is promoting the concept of "physical AI," which refers to AI systems capable of operating in the physical world, such as robots and autonomous vehicles [1] - Samsung's investment in Skild allows the company to stay informed about the startup and its talent without making a major investment commitment [2]

Investment Rating - Industry Rating: Outperform the Market (Maintain Rating) [4] Core Insights - The 2025 COMPUTEX will focus on "AI Next," showcasing the latest advancements in artificial intelligence and its applications across various sectors, including AI & Robotics, Next-Gen Tech, and Future Mobility [2][10] - The report highlights the rapid growth of the global large language model (LLM) market for robots, with a projected compound annual growth rate (CAGR) of 48.2% from 2025 to 2028, potentially exceeding $100 billion by 2028 [3][22] - The AR/MR market is expected to see significant growth, with VR/MR shipments projected to reach 40.1 million units by 2030, reflecting a CAGR of approximately 33% [3][28] - The report emphasizes the importance of the Internet of Vehicles (IoV) in creating smart transportation ecosystems, although challenges such as high infrastructure costs and the need for cross-industry collaboration remain [4][38] Summary by Sections 1. Transition from Connecting AI to AI Next - The 2025 COMPUTEX will gather around 1,400 leading tech companies to showcase innovations in AI and robotics, next-gen technologies, and future mobility [2][10] 2. Focus Areas of AI Next 2.1. Physical AI and Robotics - The integration of AI and robotics is becoming a global focus, with a shift towards commercial and household applications, indicating accelerated product deployment [3][22] 2.2. Next-Gen Technology - The VR/MR market is expected to recover and grow, with significant improvements in hardware technology leading to increased user immersion and lower costs [3][28] 2.3. Future Mobility - The IoV is central to developing smart traffic ecosystems, with technologies enabling vehicle-to-vehicle, vehicle-to-infrastructure, and vehicle-to-pedestrian communication [4][38] 3. COMPUTEX Keynote Focus - Major companies like NVIDIA, Foxconn, Qualcomm, Arm, and NXP will present their visions for AI development and its impact on various industries [4][43][44][45][46] 4. Suggested Focus Areas - The report suggests monitoring companies involved in SoC solutions, ASICs, semiconductor storage, and various electronic components, highlighting potential investment opportunities in these sectors [4][47]