Tokyo/Zurich, 8 October 2025 — Japan’s SoftBank Group has agreed to acquire the robotics division of Swiss engineering giant ABB in a deal valued at $5.4 billion, marking one of the most significant moves yet in its push to expand into artificial intelligence and automation.
Strategic Shift
The acquisition underscores SoftBank founder Masayoshi Son’s renewed focus on “physical AI” — the integration of advanced robotics with artificial intelligence. The ABB unit, which employs around 7,000 people across hubs in China, the U.S., and Sweden, generated $2.3 billion in revenue in 2024, accounting for about 7% of ABB’s total sales.
Industry Context
ABB had originally planned to spin off and list its robotics arm separately but opted for the sale amid declining profitability and subdued demand in Asia. The division competes with leading industrial robotics firms such as Fanuc, Yaskawa, and Kuka.
For SoftBank, the deal builds on earlier robotics ventures, including its humanoid robot Pepper and investments in automation companies such as Berkshire Grey and AutoStore. Analysts say the acquisition positions SoftBank to play a central role in the next wave of AI-driven industrial automation.
Leadership Statements
“SoftBank’s next frontier is physical AI,” Son said in a statement. “Together with ABB Robotics, we will unite world-class technology and talent under our shared vision to fuse artificial super intelligence and robotics.”
ABB CEO Morten Wierod welcomed the move, calling SoftBank “an excellent new home” for the robotics business and emphasizing the shared belief that the world is entering a new era of AI-based robotics.
Outlook
The transaction, subject to regulatory approval, is expected to close by mid-to-late 2026. ABB said proceeds from the sale will support its long-term capital allocation strategy, including investment in electrification and automation, as well as shareholder returns.
The deal highlights both the growing convergence of AI and robotics and the intensifying competition among global technology leaders to shape the future of industrial automation.
