🚨BREAKING NEWS: SoftBank is buying ABB’s robotics arm for $5.4B. If anyone still thinks industrial robotics is a sunset space, the market just answered and how!!
Here’s the real picture:
• Industrial arms remain the bedrock of automation. Every “reshoring” photo out of the US is stacked with FANUC and Yaskawa cells. These machines are the backbone in EV, batteries, electronics, metals — not going anywhere.
• With ABB, Japan now effectively controls 4 of the top 5 global industrial robot makers (FANUC, Yaskawa, Kawasaki, ABB Robotics; Epson also sits in the top cohort by share). Europe has lost both flagships — KUKA to Midea in 2016 and now ABB Robotics to SoftBank. The center of gravity is firmly in Asia.
• For US reshoring, that’s strategic. The robots powering “Made in America” are largely Japanese-controlled. If you don’t build and consume the machines that make the goods, you’re buying someone else’s future.
• Startups, take note: this is not a dead field. The foundation is industrial arms; the opportunity is everything on top — embodied AI, controls, vertical apps, integration, service models, reliability, domain-specific tooling. The stack is wide open.
• We’ve seen this playbook before. In 2015, China didn’t have domestic players ready to support the load. MIC 2025 made robotics a priority, then buy, build, scale. It worked.
I wrote the insider view on that path and why it matters now:
shorturl.at/4O6vZ
Link to tweet:
x.com/alysha_lobo/status/197…