Foreign media comment on SOFTBANK acquisitions ARM: vibrating chip industry as a whole-ARM, SOFTBANK-IT information
Japan SOFTBANK Group spent $ 31 billion acquisition of United Kingdom ARM chip design company, which is so far from Asia to the United Kingdom's largest investment, SOFTBANK entered the mobile Internet market's key initiatives. Foreign media comment on this, believe that this acquisition will shake the entire chip industry, to SOFTBANK upstream supply market.
Financial times: United Kingdom didn't give investment attraction
United Kingdom opt out of the EU, United Kingdom business community's appeal began to be questioned. And the United Kingdom compared to other companies, as the global powers in the field of chip design, ARM United Kingdom back in Europe had little effect. Because the ARM in the key areas in the chip industry leader, and mainly to earn dollars. United Kingdom Europe led to lower sterling exchange rate against the yen of 30% back around the ARM as an attractive takeover target. United Kingdom Finance Minister Philip Hammond (Philip Hammond), SOFTBANK acquired ARM could be from Asia to the United Kingdom's largest investment. This investment will ensure that in the next 5 years, ARM in the United Kingdom the number of jobs created, and brought the United Kingdom company into a global phenomenon. Only 3 weeks after the referendum, SOFTBANK acquired ARM had proved that United Kingdom is not less attractive to international investors.
Reuters: chip industry produced great earthquake
ARM for iPhone technology, is the movement of key players in the field, its processor and graphics technologies are Samsung, Huawei, Apple and other companies used in their design of the micro-chip. SOFTBANK to buy ARM is one of the European industry's largest deal to date, SOFTBANK's biggest purchase hand. In 2013, SOFTBANK spent $ 22 billion for control of wireless carrier Sprint, but the deal makes SOFTBANK backs with a crippling debt burden. SOFTBANK founder Masayoshi Son (Masayoshi Son) just give up leaving the company, announced that it would transform Sprint, and SOFTBANK into Internet investing "engine".
New York Times: SOFTBANK sells assets financing expensive acquisitions
SOFTBANK has been selling a lot of assets to raise cash, preparing for the expensive acquisitions. In June, SOFTBANK agreed to pay $ 8.6 billion price will flag hand swam most of the shares were sold to developers Supercell Tencent, and sell $ 10 billion worth of shares of Chinese e-commerce giant Alibaba. Soft Bank chiefs also changed, left Google to join SOFTBANK nikeshi·aluola 2 years ago (Nikesh Arora) have already left, he was seen as Softbank founder Masayoshi Son's successor. But when Arora after, Masayoshi Son, immediately signaled, said he was not ready to give up control of SOFTBANK.
In the past few years, chip makers find themselves in rampant mergers, as the industry enters the mature state, leading to smaller players began to unite in order to better compete. SOFTBANK to buy ARM since 2015 in the chip industry's biggest merger, Avago Technologies agreed to pay $ 40 billion acquisition of Broadcom.
Bloomberg: SOFTBANK's debt burden increased
For successful acquisition ARM, SOFTBANK and now need to increase the debt burden. By the end of March, SOFTBANK's total liability on the balance sheet as much as $ 106 billion, but less than $ 23 billion in cash and marketable securities. But SOFTBANK's $ 31 billion acquisition of ARM not high, ARM in the field of mobile computing into continuous cash flows dominate, and every quarter since the beginning of the end of 2014 hardware business model yields as high as 95%. BGC Partners Asian Equity Sales Manager aimier·anwazhade (Amir Anvarzadeh) States: "we believe that SOFTBANK's decision to buy wireless carrier Sprint is a failure, while son may want to buy well-known enterprises in the field of restoration of honor of science and technology. Despite the acquisition of SOFTBANK's debt will ARM more, but are given a positive response from the market. ”
PCworld: layout upstream supply market
As the "Internet of things" and mobile market increased demand for processors and other technology, Japan, SOFTBANK decided to acquire United Kingdom ARM chip design company. SOFTBANK has invested in a number of media and technology companies, including India Internet retailer Snapdeal and China took a taxi drops, 2013 acquisition of Sprint Nextel. But buying ARM would help SOFTBANK entered the upstream supply market, the market for many tech giants making chips.
ARM achieved great success in the small device market, this type of device requires more power efficient processor, distinct from the tradition of large equipment such as PC microprocessors. Market analysts Moor Insights & Strategy Officer, Chief Analyst patelike·muerheide (Patrick Moorhead) said: "the ARM remains a long-term contractual relationship with the customer, I don't think this relationship will change soon. But all bets are taken on the architecture of the next generation. In the long run, SOFTBANK can adjust product structure, investment ARM will promote the development of its products. This will eventually have a huge impact on mobile technology giant, including Apple, GE and Samsung. ”
外媒评软银收购ARM：震动整个芯片行业 - ARM,软银 - IT资讯
日本软银集团斥资310亿美元收购英国芯片设计公司ARM，这是迄今为止来自亚洲对英国的最大笔投资，也是软银进入移动互联网市场的关键举措。外国媒体对此纷纷发表评论，认为此次收购将震动整个芯片行业，有利于软银布局上游供应市场。
金融时报：英国并未失去投资吸引力
英国选择退出欧盟后，英国商业社区的吸引力开始受到质疑。与英国其他公司相比，作为芯片设计领域的全球力量，ARM受到英国退欧的影响不大。因为ARM在芯片行业中的关键领域处于领先地位，且主要以赚取美元为主。英国退欧导致英镑对日元汇率降低了30%左右，这令ARM成为有吸引力的收购目标。英国新任财政大臣菲利普·哈蒙德（Philip Hammond）表示，软银收购ARM可能是来自亚洲对英国的最大笔投资。这笔投资将保证未来5年中，ARM在英国创造的就业数量翻一番，将这家英国公司变成全球现象。公投后仅3周，软银即收购ARM已经证明，英国并未对国际投资者失去吸引力。
路透社：芯片行业产生巨震
ARM为iPhone提供技术，是移动处理领域的重要参与者，其处理器和图形技术被三星、华为、苹果等公司应用在自己设计的微芯片中。软银收购ARM是迄今为止欧洲科技界最大的收购案之一，也是软银的最大收购手笔。2013年，软银曾斥资220亿美元获得无线运营商Sprint的控股权，但这笔交易令软银背上沉重的债务负担。软银创始人孙正义（Masayoshi Son）此前刚刚放弃离开公司的打算，宣布将改造Sprint，并将软银打造成互联网投资“发动机”。
纽约时报：软银出售资产筹资大手笔收购
软银已经出售了大量资产筹集现金，为大手笔收购做准备。6月份，软银同意以86亿美元的价格将旗下手游开发商Supercell的大部分股份出售给腾讯，同时出售了价值100亿美元的中国电商巨头阿里巴巴股份。软银高层也发生变动，2年前离开谷歌加盟软银的尼科什·阿罗拉（Nikesh Arora）已经离职，他曾被视为软银创始人孙正义的接班人。可是当阿罗拉离职后，孙正义立即发出信号，表示自己还不准备放弃对软银的控制。
在过去几年中，芯片制造商发现自己正处于猖獗的并购中，随着整个行业进入成熟状态，导致更小的玩家开始联合起来以便更好的竞争。软银收购ARM将是2015年以来芯片行业中最大的并购案，此前Avago Technologies同意斥资400亿美元收购Broadcom。
彭博社：软银债务负担增加
为了成功收购ARM，软银现在需要增加债务负担。截止到3月末，软银资产负债表上的负债总额高达1060亿美元，但其只有不到230亿美元现金和有价证券。可是软银出310亿美元收购ARM不算高，ARM在将移动计算转化为连续现金流领域占据主导地位，同时其自从2014年末以来每季度硬件业务模式的收益率高达95%以上。BGC Partners亚洲股票销售经理埃米尔·安瓦扎德(Amir Anvarzadeh)指出：“我们认为软银收购无线运营商Sprint的决策是个败笔，而孙正义可能想要通过收购科技领域的知名企业恢复荣誉。尽管收购ARM将令软银负债更高，但市场却对此给出积极反应。”
PCworld：布局上游供应市场
随着“物联网”和移动市场对处理器和其他技术的需求日增，日本软银决定收购英国芯片设计公司ARM。软银已经投资多家媒体和技术公司，包括印度互联网零售商Snapdeal和中国打车应用滴滴出行，2013年收购了Sprint Nextel。但是收购ARM将帮助软银进入上游供应市场，这个市场为许多科技巨头制造芯片。
ARM在小型设备市场取得巨大成功，这类设备要求更低功耗的处理器，与PC等大型设备使用的传统微处理器截然不同。市场分析机构Moor Insights & Strategy总裁、首席分析师帕特里克·穆尔黑德(Patrick Moorhead)说：“ARM与客户始终保持长期合同关系，我认为这种关系不会很快改变。但是所有赌注正押在下一代架构上。从长期来看，软银可以调整任何产品结构，投资ARM将推动其企业产品向前发展。这最终将对移动科技巨头产生巨大影响，包括苹果、通用以及三星等。”