SOFTBANK to buy ARM chip pattern is not affected-ARM, SOFTBANK-IT information
Compared to Qualcomm, mediatek, and Intel, ARM may not be known. 99% of the world's smartphones and tablet computers are based on the ARM architecture. Today ARM confirmed that the company accepts offer of SOFTBANK publishing , offers more than $ 31 billion. Such a big trade fair on the impact chips do?
In this regard, NetEase technology contact experts in the area of the chip. They said that the deal has yet to see SOFTBANK have value for ARM, ARM will not change the ARM's licensing mode for the time being. But will focus on the development of artificial intelligence for SOFTBANK makes more sense.
Chip pattern will not change
Today United Kingdom ARM chip design company confirmed that the company agreed to accept the offer of acquisition of SOFTBANK Group. SOFTBANK offers more than $ 31 billion on the deal. This United Kingdom detachment after a referendum on the EU's first big deal for the industry can be said to be a big news.
All along, the ARM does not produce chips nor sales of chips, which will sell the chip technology licensing. Although volume compared to Qualcomm and mediatek and Intel and the industry, is very small. But the 99% of the world's smartphones and tablets using ARM architecture. Moreover, it is understood that all iPhone and iPad are using ARM chips, most Kindle readers also use this schema.
Official data show that global shipments of chips based on ARM architecture has more than 75 billion, applications cover sensors, smart phones and servers. ARM in the world with more than 100 partners.
To benefit from the significant increase in mobile intelligent Terminal, ARM in 2015 profit increased 31%, reached us $ 414.8 million, revenue reached $ 968 million, an increase of 22%.
So, SOFTBANK's acquisition of ARM chips, would have an impact?
Chip analyst Gu Wenjun to NetEase science and technology in the field, said there is no SOFTBANK brings value to ARM, more shareholder value and return on investment.
For the chip industry, mobile phone League Secretary General Wang yanhui of China said of the chip industry now fail to see the effects, if Intel or Apple buying ARM may cause greatly influence, SOFTBANK is, after all, an independent third party, had little effect on ARM in terms of customers.
Moreover, Wang yanhui believes that ARM will not change just because the acquisition revenue model (through the authorized charge mode), and ARM research and development centres in the United Kingdom and the United States, acquired another Club, the elite team and operation mode does not change.
SOFTBANK: winner of the interests
For ARM, changed owners, industries, patterns had not changed. So, did the deal more from SOFTBANK?
In an interview, when Japan SOFTBANK's Masayoshi Son constantly emphasize the concept of soft silver 2.0. In 2015, earnings, for now, SOFTBANK is from a company with a global asset of Japan company into a global enterprises strive to achieve long-term sustainable development. The concept of sustainable development as well as 2.0 consists of two parts: one is the artificial intelligence; one is the Internet of things.
Masayoshi Son, think the next, and all things Internet. In his view, there are three things that are really Note: CPU, memory and the speed of the Internet. In the areas of concern and ARM are areas of concern.
Justice then take a look at Sun's investment criteria. He said SOFTBANK corporate investments and acquisitions, there are two important criteria: the technical one powerful; second, has the potential to be market leaders. ARM technology there is no accused. According to the ARM's earnings, in 2015 the fourth quarter, ARM authorized a total of 51 chip licenses, main applications: mobile computing, smart cars, safety systems and the Internet of things.
Last month Softbank sold of Alibaba cash out about $ 10 billion, sold later this month Finland Supercell hand giant stake (Tencent's $ 8.6 billion acquisition of a maximum of 84.3% shares) is funding for the deal was ready.
SOFTBANK to buy ARM will undoubtedly give their bet on the Internet and then added a weight.
软银收购ARM，芯片格局不受影响 - ARM,软银 - IT资讯
相比高通、联发科以及英特尔，ARM可能并不为人所知。但全球99%的智能手机和平板电脑都是采用的ARM架构。今天ARM证实公司接受软银公司发布的收购要约，报价超过310亿美元。这样一笔大交易会对芯片领域造成影响吗？
对此，网易科技第一时间联系了芯片领域的专家。他们均表示，这场交易目前尚未看到软银对ARM带来的价值，ARM暂时也不会因此而改变ARM的授权模式。但对于将重点放在人工智能的发展上的软银来说更有意义。
芯片格局不会因此变动
今天英国芯片设计公司ARM证实，公司同意接受软银集团发出的收购要约。软银对此次交易的报价超过310亿美元。这场英国脱离欧盟公投之后首个大型交易，对于产业来说可以说是个重磅新闻。
一直以来，ARM既不生产芯片也不销售芯片，而只是出售芯片技术授权。虽然体量和业界的高通、联发科以及英特尔相比，体量很小。但全世界99%的智能手机和平板电脑都采用ARM架构。而且，据了解，所有的iPhone和iPad都在使用ARM芯片，多数Kindle阅读器也都采用这一架构。
来自官方的数据显示，基于ARM架构的芯片全球出货量已经超过750亿，应用范围覆盖传感器、智能手机及服务器。在全世界范围内ARM拥有逾100家合作伙伴。
而得益于移动智能终端的大幅增加，ARM在2015年利润大增31%，达到4.148亿美元，收入达到了9.68亿美元，增长了22%。
那么，软银的此次收购对ARM以及对芯片领域来说，是否会造成影响呢？
芯片领域分析师顾文军向网易科技表示，目前还看不出软银给ARM带来的价值，更多的是股东利益和投资回报。
对于芯片行业来说，手机中国联盟秘书长王艳辉表示，对芯片行业目前看不出影响，如果是英特尔或者苹果购买了ARM可能会造成的影响比较大，软银毕竟是独立第三方，对ARM的客户而言影响很小。
而且，王艳辉认为，ARM不会因为这次的收购而改变收入模式（通过授权收取费用的模式），而且ARM研发中心在英国和美国，收购成功只是换了东家，精英团队和运作模式都不会发生变化。
软银：利益获得者
对于ARM来说换了东家，对于行业来说，模式并未改变。那么，这场收购更多的是来自软银吗？
在接受媒体采访的时候，日本软银孙正义不断在强调软银2.0的概念。在2015年财报上，从目前来看，软银正从一家拥有全球资产的日本公司转型为一家力争实现长远可持续发展的全球企业。而这个可持续发展以及2.0的概念包括两个方面：一个是人工智能；一个是物联网。
孙正义认为未来，所有事物都会物联网起来。而在他看来，有三件事非常注意：CPU、记忆能力和因特网的速度。在关注的领域来说，ARM是被关注的领域。
再来看看孙正义的投资标准。他曾透露，软银向企业投资和收购有两个重要的标准：一个是技术强大；二是有潜力成为地区市场领导者。ARM的技术无人指摘。根据ARM公司的财报，在2015年第四季度，ARM共授权了51个芯片许可，主要应用方向为：移动计算、智能汽车、安全系统和物联网。
而上月软银卖出阿里巴巴股权套现约100亿美元，月末出售了芬兰手游巨头Supercell的股份（腾讯86亿美元收购最多84.3%股权）更是为这场交易准备充足了资金。
软银收购ARM无疑给自己押注物联网再添加了一个砝码。