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孙正义豪掷382亿,抄底全球机器人巨头
21世纪经济报道· 2025-10-10 01:58
记者丨 邓浩 孙燕 编辑丨巫燕玲 工业机器人格局突变,软银AI版图再现扩张,砸钱"攻下"ABB robotics业务。一进一退之间, 背后是当前AI产业强者恒强,竞争趋烈的态势。 不同于以往在机器人领域以小博大的玩票试水,这次软银高达53.75亿美元 (约合383亿元人民 币)的重注,直接让ABB放弃了单独拆分机器人业务上市的计划。 而软银敢于如此激进的原因,或是孙正义对未来AI演进的乐观预期和担忧窗口缩紧的急迫落 子。 (图片来源:ABB官网) 不分拆了 10月8日,ABB宣布已签署协议将其机器人业务单元出售给软银集团,估值53.75亿美元,不再 推进此前拟定的机器人业务独立上市计划。该交易尚需获得监管机构批准并满足惯例成交条 件,预计将于2026年中后期完成。 作为工业机器人"四大家族"之一,ABB是全球装机量最大的工业机器人供货商。2024年, ABB机器人业务销售收入为23亿美元,约占ABB集团总收入的7%,运营息税折旧及摊销前利 润率为12.1%。 今年4月,ABB发布消息称,决定对其机器人业务单元实施100%分拆,目标于2026年第二季 度,推动该业务作为独立上市公司启动上市交易。 "如果追溯过往 ...
软银孙正义豪掷53亿美元 收购ABB机器人业务
工业机器人格局突变,软银AI版图再现扩张,砸钱"攻下"ABB robotics业务。一进一退之间,背后是当前AI产业强者恒强,竞争 趋烈的态势。 不同于以往在机器人领域以小博大的玩票试水,这次软银高达53.75亿美元的重注,直接让ABB放弃了单独拆分机器人业务上市 的计划。 而软银敢于如此激进的原因,或是孙正义对未来AI演进的乐观预期和担忧窗口缩紧的急迫落子。 今年4月,ABB发布消息称,决定对其机器人业务单元实施100%分拆,目标于2026年第二季度,推动该业务作为独立上市公司 启动上市交易。 "如果追溯过往历史,ABB机器人和其他事业部业务线的整合度实际上是非常低的。我们认为这个拆分的决策,本质可以帮助我 们更加聚焦于业务的规划和治理,以及机器人产业本身,同时也更好的帮助我们进行资金的分配,在研发上有更多投资,从而 和外部进行更好的合作。"ABB集团机器人与离散自动化事业部总裁、ABB集团执行委员会成员安世铭5月底在接受21世纪经济 报道等媒体采访时表示。 在内部业务协同性低之外,ABB之所以要分拆机器人业务,也有外部市场考虑。全球工业机器人市场在经历了多年的高速增长 后,增速有所放缓。而在全球最大的机器 ...
SoftBank Expands AI Footprint With Multibillion-Dollar Robotics Deal
Yahoo Finance· 2025-10-08 12:19
Core Insights - SoftBank Group has entered into a $5.4 billion agreement to acquire ABB's industrial-robotics business, aiming to merge artificial intelligence with robotics [1][2] - CEO Masayoshi Son envisions this fusion as a transformative evolution for humanity, reflecting his long-standing interest in robotics and AI [2][3] - SoftBank's stock has surged over 300% in the past six months, historically prompting the company to pursue aggressive acquisitions [2] Investment Strategy - The company has made significant investments in AI and related sectors, including a $30 billion commitment to OpenAI, a $2 billion investment in Intel, and a $6.5 billion acquisition of Ampere [3] - Son has expressed intentions to integrate robotics into chip-manufacturing facilities to enhance AI capabilities [3] Historical Context - SoftBank's robotics investments have been inconsistent, with notable failures such as a $375 million investment in Zume, a robot pizza-making startup that did not last [6] - Previous ventures included the development of the Pepper robot, which was designed to recognize human emotions but ceased operations in June 2023 [6] - The company sold Boston Dynamics in 2021 for around $1 billion after years of investment, and another portfolio company, Autostore, has seen its stock decline over 60% since its 2021 listing [7]
Softbank Takes Over ABB Robotics In A $5.4 Billion Deal To Bolster AI Portfolio - ARM Holdings (NASDAQ:ARM), ABB (OTC:ABBNY)
Benzinga· 2025-10-08 08:48
SoftBank Group (OTC:SFTBY)  (OTC:SFTBF) said on Wednesday it will buy the robotics division of Swiss engineering firm ABB (OTC:ABBNY) in a $5.4 billion deal, as the Japanese firm looks to boost its artificial intelligence portfolio. ABB Robotics Poised To Boost SoftBank's AI Vision“SoftBank's next frontier is Physical AI. Together with ABB Robotics, we will unite world-class technology and talent under our shared vision to fuse Artificial Super Intelligence and robotics — driving a groundbreaking evolution ...
著名机器人专家:人型机器人的未来是不像人
3 6 Ke· 2025-09-30 08:43
Group 1 - The article discusses the challenges faced by humanoid robots in achieving dexterity despite significant investments from venture capital firms and large tech companies [2][3][5] - Humanoid robots are designed to mimic human body structures and perform tasks in human environments, with the goal of creating versatile robots capable of handling various jobs [5][6] - Companies like Tesla and Figure are optimistic about the economic potential of humanoid robots, with predictions of generating trillions in revenue, but the timeline for achieving human-level dexterity remains uncertain [6][7] Group 2 - The history of humanoid robot development spans over six decades, with significant contributions from various researchers and institutions, including early models from Waseda University and Honda [8][9] - Despite advancements, no humanoid robot has demonstrated significant dexterity comparable to human capabilities, and existing designs have not been successfully applied in practical industrial settings [20][21] - The article emphasizes the importance of tactile feedback and dexterity in humanoid robots, arguing that current training methods relying on visual data are insufficient for achieving the desired level of skill [23][24][44] Group 3 - The article critiques the reliance on "learning from demonstration" methods, highlighting the limitations of current approaches that do not incorporate tactile or force feedback [23][24][25] - Companies like Figure and Tesla are shifting towards training humanoid robots using first-person videos of humans performing tasks, betting on the effectiveness of visual learning [26][27] - The article concludes that achieving true dexterity in humanoid robots will require a deeper understanding of tactile perception and the integration of such feedback into training methodologies [44][45]
凯德北京投资基金管理有限公司:软银全力投入ai,能否再造一个奇迹?
Sou Hu Cai Jing· 2025-08-12 12:37
Group 1 - Masayoshi Son, founder of SoftBank, is making a significant bet to position SoftBank as a core player in the artificial intelligence (AI) sector, predicting the emergence of "super artificial intelligence" (ASI) within the next decade [1][3] - SoftBank's recent investments include a $32 billion acquisition of Arm in 2016, which has now reached a valuation of $145 billion, and a $6.5 billion acquisition of Ampere Computing, enhancing its AI hardware capabilities [3][5] - The company's AI strategy encompasses various dimensions, including semiconductors, software, infrastructure, robotics, and cloud services, aiming to create a deeply integrated AI ecosystem [3][5] Group 2 - Son's vision for AI dates back to 2010 with the concept of "brain-computer" systems, and although some early projects like the Pepper robot did not succeed, they laid the groundwork for SoftBank's current AI strategy [5] - The Vision Fund, established in 2017 with a $100 billion scale, faced controversies due to investments in companies like Uber and WeWork, but has since shifted its focus entirely to AI investments [5][7] - The competition in the AI field is intense, with both Chinese and American tech giants vying for dominance in "general artificial intelligence" (AGI), while emerging companies are challenging the notion of U.S. AI superiority [7]
SoftBank founder Son makes his biggest bet by staking the Japanese giant's future on AI
CNBC· 2025-08-11 01:29
Core Viewpoint - Masayoshi Son, CEO of SoftBank, is betting on artificial intelligence (AI) to revolutionize technology, predicting the arrival of artificial superintelligence (ASI) within the next decade [2][5]. Group 1: SoftBank's AI Strategy - SoftBank has made significant investments in AI firms, aiming to position itself at the forefront of a technological shift [3][5]. - The company acquired chip designer Arm for approximately $32 billion in 2016, which is now valued at over $145 billion, and is focusing on AI infrastructure [6]. - SoftBank plans to invest around 4.8 trillion Japanese yen (approximately $32.7 billion) in OpenAI, among other AI-related companies [7]. Group 2: Historical Context and Vision - Son's vision for AI dates back over a decade, with early discussions about "brain computers" and robotics [11][12]. - The Vision Fund, launched in 2017 with $100 billion in capital, aimed to capitalize on AI advancements but faced challenges due to investments in companies like Uber and WeWork [13][14]. - Despite setbacks, Son remains committed to establishing a robust AI ecosystem that integrates various components of AI technology [9][10]. Group 3: Market Dynamics and Future Outlook - The AI sector is characterized by rapid advancements and high competition, particularly between U.S. and Chinese firms [21][22]. - SoftBank acknowledges the early stage of AI investment and believes there are still significant opportunities ahead [19][23]. - Son's long-term vision includes positioning SoftBank for sustained success over the next 300 years, reflecting his willingness to take substantial risks in pursuit of AI leadership [24][25].
法国机器人企业Aldebaran破产,卖给了中国的上市公司盛世科技
Xin Lang Cai Jing· 2025-07-14 11:47
Core Insights - Aldebaran, a pioneer in the robotics industry, has faced significant challenges leading to its bankruptcy and the sale of its core assets for a mere €900,000 (approximately ¥7.54 million) [2][5] - The company was once valued at $100 million when acquired by SoftBank in 2012, highlighting the drastic decline in its market position [2][5] - Aldebaran's robots, including NAO and Pepper, were once highly regarded and widely used, but high production and service costs hindered their scalability [3][4] Company Overview - Aldebaran was founded in Paris in 2005 and became a leading name in the robotics sector, known for its innovative products [2] - The company has undergone multiple ownership changes, including acquisition by SoftBank and later by the German United Robotics Group (URG) [5] - Despite the backing of major corporations, Aldebaran could not recover from significant financial losses, including a $29 million loss in the previous year [5] Market Position - At its peak, Aldebaran sold thousands of robots across 70 countries, establishing a strong presence in the European market [2][6] - The pricing strategy for its robots was a barrier to widespread adoption, with Pepper priced at €30,000 plus a monthly service fee of $550 [2][3] - The recent sale of Aldebaran's assets to a Chinese company, Shengshi Technology, raises hopes for a potential revival in the robotics sector [2][6]
90万欧元“白菜价”!中国上市公司抄底成功!买到Pepper和Nao,未来将投入2800万欧元运营
机器人大讲堂· 2025-07-13 07:22
Core Viewpoint - The acquisition of Aldebaran's core assets by Shengshi Technology for €900,000 (approximately ¥7.5 million) is seen as a strategic move that could reshape the global humanoid robot market, providing Shengshi with a well-known brand and technology heritage [1][2][4]. Summary by Sections Acquisition Details - Shengshi Technology successfully acquired Aldebaran's core assets, including the Nao, Pepper, and Plato robot series, along with technical documents, patents, trademarks, domain names, source code, designs, and inventory [1][2]. - The total investment for Shengshi, including debt repayment and operational costs in France, is expected to be no more than €28 million (approximately ¥234 million) [2]. Background of Aldebaran - Aldebaran, founded in 2005, was a pioneer in the commercialization of humanoid robots, achieving significant sales and recognition globally [2][4]. - The company faced financial difficulties, leading to multiple ownership changes, including acquisition by SoftBank and later by the German URG, ultimately resulting in bankruptcy due to high operational costs and market challenges [4]. Strategic Rationale for Acquisition - Shengshi Technology aims to fill a critical gap in humanoid robotics, leveraging its existing expertise in AI and robotics to enhance its product offerings [5][7]. - The acquisition is viewed as a way to gain access to a mature platform, brand recognition, and technology, facilitating a faster entry into the humanoid robot market [5][7]. Future Prospects - The integration of Aldebaran's technology with Shengshi's AI capabilities is expected to create significant synergies, potentially expanding into various human-robot interaction scenarios [8][10]. - Aldebaran's brand recognition in Europe and globally is anticipated to serve as a key entry point for Shengshi into international markets, complementing its existing presence in regions like the Middle East and Africa [8][12]. Market Context - The Chinese robot market is projected to grow rapidly, with an expected annual growth rate of 23%, potentially doubling in size over the next four years [12]. - China currently holds a significant share of the global robot market, with a leading position in humanoid robot patents and product releases [12][14].
盛视科技竞得国际标杆机器人资产
news flash· 2025-07-11 09:56
Core Insights - Shengshi Technology (002990) successfully acquired the core assets of Aldebaran on July 10 [1] - Aldebaran, established in 2005 and headquartered in Paris, France, is a well-known company in the humanoid robotics sector, focusing on design, development, production, and commercialization [1] - Key products of Aldebaran include humanoid robots such as Nao and Pepper, which are recognized globally [1]