SOFTBANK to sell company stock to light: acquisition of ARM-Softbank, acquisitions, ARM, Alibaba-IT information

This morning a heavy news spread in the circle, currently Japan SOFTBANK has agreed to ￡ 23.4 billion ($ 207.2 billion yuan) price ARM, this transaction will also be the United Kingdom out of the EU after that first big takeover deal . In fact, if the deal is completed, it will surpass Microsoft led before English became the most important tech acquisitions this year.

In fact careful readers will be able to find in Japan SOFTBANK finalization prior to this decision has a number of advance preparation:

First, reduction of Ali for the first time in 16 years the stock

As one of the big three Chinese Internet companies, when Masayoshi Son, met Jack Ma, the phase, in the case of uncertainty without opposition multiple times also does not show the attitude of the King Ali totals more than 80 million dollars, listed when Ali 34.4% of shares in this case May 31, SOFTBANK announced the sale of US $ 7.9 billion of SOFTBANK shares eventually cash in the amount of us $ 10 billion.

Upon completion of the transaction, SOFTBANK's stake will be reduced to 28%, while SOFTBANK said the deal from the SOFTBANK Group on capital structure and reduce debt needs, this becomes the value of SOFTBANK in this year's biggest selling.

II, sold most of the gaming company GungHo, Supercell holdings

This Hou soon, soft silver again selling has Japan phone game manufacturers GungHo shares, and GungHo aspects to 73 billion yen (about collection Yuan 4.58 billion yuan) recovered has 90% equity, actually from has soft silver sequence, and will Finland famous game manufacturers Supercell shares all sold to Tencent, plus in SC employees among acquisition of shares, fulfill has Tencent for this famous game manufacturers of Chase, Tencent amounted to get about 84.3% of shares.

? Masayoshi Son

Masayoshi Son for observation and reflection of the industry is profound, in its investment companies have successfully before you can see that in addition to mobile gaming and e-commerce, Masayoshi Son, has found a new continent. Masayoshi Son, the measure known as "SOFTBANK 2.0 part of the transition strategy", in order to achieve sustainable growth, we need to find all the potential obstacles and find ways to solve it. Among them, the AI is Masayoshi Son, has high hopes.

Strong, Masayoshi Son is more optimistic about the technology has become the industry leader in enterprise, and the ARM is in line with these conditions.

As the mobile Internet era "Intel", ARM in mobile chips to work according to its 2015 results 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. The smart car also has covered in weak cases continues to grow market share, and choose to cooperate with SOFTBANK, never tried to ARM is not a good thing.

Japan soft silver company and just a software company, except investment zhiwai, its in wireless, and broadband, and Internet, and IC design, and computer hard software aspects are has dabbled in, and these direction is ARM by needed extended of focus, ARM of ambitions in future is has may is will home chip extended to more of field and Intel, international giant competition, especially some was Intel by monopoly of field.

But this does not mean that Alibaba has become a thing of the past, in the aftermath of the reduction of SOFTBANK Ali still has the right to speak, but because of its investment in United States carriers Sprint performance, SOFTBANK's debt burden is extremely serious, difficult to solve the debt problem of the moment, perhaps change building on stability is Masayoshi Son, SOFTBANK's transformation under a range of thinking big.

And ARM became his choice.

软银卖掉阿里巴巴股票之真相大白：收购ARM - 软银,收购,ARM,阿里巴巴 - IT资讯

今天早上一条重磅消息在圈内传开，目前日本软银公司已经同意以234亿英镑（约合人民币2072亿元）的价格收购ARM，这次交易也将成为英国脱离欧盟之后第一笔大型收购交易。事实上如果这笔交易完成，将会超越之前微软收购领英成为今年最重要的科技行业收购。

事实上细心的读者一定能够发现在日本软银敲定这一决策之前已经有多项提前准备：

一、16年来首次减持阿里股票

作为中国互联网企业三巨头之一，当年孙正义独具慧眼相中马云，在前景不明朗的情况下力排众议下多次投资还未展现王者之姿的阿里合计8000多万美元，上市时占据了阿里34.4%的股份，在这种情况下5月31日软银依然宣布出售79亿美元的软银股票，最终套现金额达100亿美元。

交易完成后，软银持有的阿里巴巴股份将降至28%，虽然说软银方面表示此次交易源于软银集团对资本结构和降低负债规模的需求，这也成为了软银在今年进行的价值最大的一笔抛售。

二、出售游戏公司GungHo、Supercell大部分持股

在此后不久，软银再次抛售了日本手机游戏厂商GungHo股份，而GungHo方面以730亿日元（约合人民币45.8亿元）收回了九成股权，事实上脱离了软银序列，并将芬兰著名游戏厂商Supercell股份全部出售给腾讯，加上在SC员工当中收购的股份，成全了腾讯对于这家著名游戏厂商的追逐，腾讯共计获得约84.3%的股份。

▲孙正义

孙正义对于业界的观察与思考是深刻的，这在之前其投资的公司纷纷成功便可以看到，在移动游戏与电商之外，孙正义发现了新大陆。孙正义将这项措施称为“软银2.0转型策略的一部分”，为了实现持续的增长，我们需要找到所有的潜在障碍并找到解决的办法。其中，人工智能被孙正义寄予厚望。

孙正义较为看好那些技术强大、有成为行业领导者的企业，而ARM正是符合这些条件。

作为移动互联网时代的“英特尔”，ARM在移动芯片当中所向睥睨，根据其2015年财报，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。其对于智能汽车方面也有涉猎，在继续增长市场份额乏力的情况下，选择与软银合作，未尝对于ARM不是一件好事。

日本软银公司并不仅仅是一个软件公司，除了投资之外，其在无线、宽带、互联网、IC设计、计算机硬软件方面都有涉猎，而这些方向也是ARM所急需扩展的重点，ARM的野心在未来很有可能是将自家芯片扩展到更多的领域与英特尔等国际巨头竞争，尤其是一些被英特尔所垄断的领域。

不过这并不意味着阿里巴巴就成为了过去式，在减持结束之后，软银方面在阿里依然有话语权，只不过由于其投资的美国运营商Sprint业绩不佳，软银债务负担也极为严重，在难以解决债务问题的当下，稳中求变或许是孙正义为软银转型所下的一系列大棋。

而ARM就成为了他的首选。