Frost & Sullivan's Vijay Michalik, Research Analyst, Digital Transformation, comments
LONDON – 18 July 2016 – ARM Holdings has recommended its shareholders to accept a £24.3 billion bid from SoftBank. Brexit's impact on the pound has made a number of UK businesses more attractive acquisition targets, while ARM Holdings' revenue is protected by its global footprint and US-denominated income.
ARM Holdings has achieved great success in the mobile and Internet of Things era with its chip designs and processors. It licenses to both Apple and Samsung and has valuable ongoing agreements. ARM Holdings has often been suggested as an acquisition for Intel, the chipmaker, which mostly failed to capitalize on mobile, but is competing for a foothold in IoT. It was also proposed that Apple and Samsung, ARM Holdings' two largest customers, might be interested.
SoftBank has had a successful history of investing and acquiring to build the SoftBank conglomerate, including its robotics division and lucrative position as Japan's third largest mobile network operator. Its interest in ARM Holdings is indicative of a continued focus on the Internet of Things, a paradigm which sees all objects connected and granted new capabilities.
SoftBank wants ARM Holdings for a high-volume stake in the next wave of IoT devices, from home appliances to the Connected Car. Processing power is getting moved closer to the edge through advanced applications in Automotive, Healthcare and Augmented Reality with low latency requirements, which increases ARM Holdings' potential. In recent years, SoftBank has also built capabilities in Artificial Intelligence, which will help create new and powerful synergies following today's acquisition.
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