In a landmark $5.4 billion deal set to reshape the automation landscape, SoftBank Group announced today that it will acquire ABB’s robotics division, a global leader in technology. The transaction is expected to close by the end of 2026, subject to regulatory approvals. SoftBank is acquiring the division at a price equal to about 17 times ABB Robotics’ 2024 EBITDA, a valuation that underscores the strategic importance of this acquisition in the automation sector.
This move is a cornerstone of SoftBank’s push toward “Physical AI”, its vision of embedding advanced artificial intelligence into physical machinery to perform real-world tasks with greater autonomy and adaptability. The deal also anchors SoftBank’s broader investment strategy across AI chips, robotics, data centers, and energy.
Why ABB Robotics?
ABB Robotics is a global leader in automation, recognized for launching the world’s first commercial all-electric robot in 1974.
Its portfolio includes high-performance industrial and collaborative robots (cobots), autonomous mobile robots, controllers, and intelligent software, serving industries like automotive, logistics, electronics, and healthcare. Key offerings include:
- Articulated robots: Used for material handling, welding, assembly, and more.
- Collaborative robots: Designed for safe human-robot teamwork on manufacturing lines.
- High-speed delta and SCARA robots: Vital for packaging, small-part assembly, and electronics.
- Specialized paint and palletizing robots: Optimizing automotive and warehouse operations.
With a workforce of roughly 7,000 and a global reach, ABB brings SoftBank a mature platform and extensive expertise.
The acquisition strengthens SoftBank’s vision to develop advanced AI-driven robots that can learn, adapt, and transform various sectors, including smarter, more flexible manufacturing, healthcare support, and automated logistics.
A new era of competition
The acquisition positions SoftBank as a formidable challenger to major automation companies such as FANUC and KUKA, signaling a shift in market dynamics that is likely to intensify competition in the robotics sector. By acquiring a leading robotics manufacturer and integrating its AI capabilities, SoftBank is not only expanding its reach but also raising the bar for what customers and industries will expect from automation providers.
Competitors now face increased pressure to invest more in both artificial intelligence and hardware innovation to maintain their relevance. This development could reshape partnership models, R&D priorities, and global technology strategies across manufacturing, logistics, and healthcare for years to come.
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Photo credit: All images shown are owned by ABB Robotics and have been made available as part of a press release.
Source: SoftBank press release
