Recently, Paul Jacobs, former Chairman of Qualcomm, confirmed by foreign media that he is negotiating privatization with several global investors to buy Qualcomm. One of the potential co-investors was reported to be a SoftBank based in Tokyo, Japan. Considering Softbank and Broadcom. (Broadcom) is headquartered in the United States are not the same, if Jacobs included Softbank bought Qualcomm cooperation, foreign investment is also likely to face the United States Commission (CFIUS) review, but the situation with Broadcom may be very different. this is mainly because Softbank management style than promote R&D, innovation and respect for the nature of the subsidiary's operations, and Bocom's efforts to reduce costs and drive profitability, coupled with subsidiaries of Softbank and ARM, Sprint, etc., ARM and Qualcomm have collaborated against Intel in many areas. If Softbank buys Qualcomm to help create more synergies, it will not only help further strengthen Intel’s competitiveness, but also hopefully change the competitive landscape of the existing technology industry, and the change rate may be even greater than the acquisition by Broadcom. Many companies buy Qualcomm to help create synergies. According to MarketWatch, Softbank is the 50 largest holding company in the world. I. The company owns or holds major technology companies including ARM, Sprint, Alibaba, Boston Dynamics, Uber, NVIDIA, Brightstar, and several international mobile rental companies, covering the fundamental frequency, telecommunications, and e-commerce. , Semiconductor design, finance and media, etc. Among them, Softbank owns the most noteworthy of ARM, because ARM is the most important licensee of mobile chip architecture, and Qualcomm is a large cooperative licensee. Both parties develop their own drawings, image processing, and labor. AI and Machine Learning (ML) processors are currently in the data center, and are cooperating in many fields such as PC, Internet of Things (IoT), edge computing, self-driving cars, and automotive infotainment. Intel. Therefore, if Softbank borrows from Jacobs to privatize its mobile to obtain Qualcomm, it may help integrate Qualcomm with ARM resources and technology in the future. It is expected to become a strong competitor in the global mobile PC, Internet of Things, automotive systems, and data centers. This is bound to pose a greater threat to Intel; other companies with authorized ARM architectures may also face potential problems, because the combination of Qualcomm and ARM may also form a Large antitrust obstacles. Qualcomm is also the possibility of cooperation by the relationship between Softbank and Sprint, a unique development alliance potential, such as help provide a high-pass key 5G, and the next update technology for wireless infrastructure and early design integrating a sea. With Qualcomm Modem technology continues to improve, Qualcomm also benefit from the early Sprint's adoption will help maintain the leadership of Huawei and Intel competition. potential of cooperation with other Softbank investment in subsidiaries may be formed with Qualcomm, such as Uber and other international mobile cab Service companies that collaborate with Qualcomm may help create the potential for self-driving and automotive infotainment integration. Boston Dynamics can import AI and machine learning capabilities in its own robot systems, and SoftBank mobile advertising and social networking systems can also be imported. Qualcomm hardware technology to help provide more advanced service. CFIUS review accept the imperative still faced with Broadcom to acquire different worries but before that, due to the Softbank is headquartered in tokyo, so if involved in the acquisition of high-pass, CFIUS review will inevitably intervene However, as Softbank’s reputation in the industry is completely different from Broadcom’s, from the previous record, Silver tends to keep the acquired company at a pace of operation and encourage R&D innovation. This coincides with the US government’s expectation of Qualcomm’s national development. Therefore, if Softbank really wants to buy Qualcomm, chances are that CFIUS may theoretically pass the opportunity. Broadcom High. Even so, Softbank and Jacobs are still facing several potential obstacles to buying Qualcomm. First, CFIUS and Donald Trump, the US president, just because of national security and 5G competitiveness, prevented Broadcom from acquiring Qualcomm, so CFIUS will inevitably need to clear Softbank to buy Qualcomm difference with Broadcom's why, in order to allow the outside world to convince CFIUS may release the main reason. Second, Qualcomm to acquire the same is another ARM architecture major licensees of NXP (NXP), in this case, if the high-pass After being bought by Softbank and collaborating with ARM, is it possible to form a larger trust? This may also be a question of whether CFIUS evaluates whether Softbank is willing to buy Qualcomm. Finally, in view of Broadcom, Huawei’s HiSilicon, Samsung Electronics, Texas Instruments and other chip makers are also part of the ARM architecture licensing camp. If Softbank buys Qualcomm, these chip makers Of course, it will worry whether Qualcomm will receive more favorable treatment from ARM and whether Qualcomm will obtain ARM's updated advanced technology earlier or exclusively than the entire ecosystem. Under such circumstances, whether Softbank may be involved in the acquisition of Qualcomm or not will be subject to ARM architecture. Collaborative ecological system exclusion is worth observing.
