安森美史上最大并购落地，芯片巨头竞逐物理AI

第一财经06-26

当地时间6月25日，国际功率半导体龙头安森美（onsemi）发布公告称，计划以约70亿美元的全股票交易收购边缘计算芯片厂商Synaptics，这是安森美成立以来规模最大的一笔并购交易。该交易预计于2027年中期完成，须获得Synaptics股东批准、所需监管批准及其他惯例成交条件。　　此次收购被视为安森美战略转型的重要一步。一年前，安森美曾因“没有可行路径”而放弃以69亿美元收购Allegro ...

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MicroSystems，而这次选择Synaptics，安森美意在进军当下火热的“物理AI”赛道，即AI从云端下沉到汽车、机器人、工业设备等实体终端的能力。通过此次收购，安森美预计其总潜在市场（TAM）有望在2030年扩大300亿美元，达到2430亿美元。　　Synaptics是一家老牌触控芯片厂商，2004年，苹果iPod搭载的点击轮（Click Wheel）采用了Synaptics的电容触控技术；2007年，Synaptics为三星B310手机提供了触控传感器，奠定了其在触控交互领域的领导地位；2020年前后，公司开始全面转向物联网与边缘AI领域，其客户覆盖PC、智能手机、汽车（如宝马、大众、比亚迪）及机器人等多个领域。　　安森美CEO Hassane El-Khoury表示：“随着AI走出云端并进入物理世界（包括汽车和工业领域），下一阶段的创新将依赖于能够实时感知、决策、行动和适应的系统，向物理AI的转变将需要电源、感知、互联计算和控制协同运作。”　　值得关注的是，近年来，全球芯片巨头正纷纷加码物理AI，将其视为下一轮增长机遇并开展大规模并购交易。　　25日，高通在其投资者日上宣布已达成收购Modular的协议。高通还表示，将拓展机器人与工业AI平台业务，布局物理AI下一波浪潮，并预计未来数年内，由智能体驱动的升级周期将席卷边缘侧设备。　　6月3日，格罗方德宣布完成对新思科技（Synopsys）ARC处理器IP解决方案业务的收购，推出面向物理AI的全栈技术平台；今年初，英特尔旗下Mobileye以约9亿美元收购Mentee Robotics，从自动驾驶迈向更广阔的人形机器人赛道；去年底，软银则以53.7亿美元收购ABB机器人部门，持续攻坚物理端机器人领域。　　这些交易案例表明，芯片产业正从单纯的算力比拼转向物理AI全栈能力构建，企业正全力争夺AI从数字世界走向现实物理世界的入场券。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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