以下文章来源于机器人技术与应用 ，作者唐 机器人技术与应用 . 传播企业信息和市场行情，交流业内创新成果，推动行业技术进步。宣传报道国内外机器人技术领域最新技术、 成果和信息，促进企业转型升级，搭建产学研交流平台。 日本软银集团已与瑞士工业巨头 ABB达成最终协议，以53.75亿美元（约384.5亿元人民币）收购ABB的机器人业 务。这一交易于10月8日官宣，成为近年来全球工业自动化和机器人领域最为重磅的并购案。 这并非孤立的资本动作，而是软银围绕 "2035年实现超级人工智能（ASI）"目标，构建"算力底座-硬件载体-场 景落地-生态协同"全链条布局的关键一环。 该收购案已获得软银董事会同意，但交易尚需获得欧盟、中国、美国等地的常规监管审批并满足其他成交条件， 预计在明年的中后期才会正式完成。收购完成后， ABB的机器人业务将正式成为软银集团旗下的子公司。 ABB作为全球工业机器人"四大家族"之一，拥有超过50年的技术积累和全球客户基础。其机器人业务2024年营收 达23亿美元，拥有约7000名员工。 ▎十年布局，从 Pepper 到 ABB ， 构建 机器人集团化壁垒 软银在机器人领域的野心可追溯至十几年 ...

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]