Sun Yinyi, president of the Softbank Group, retracted his promise of resignation in June, and then he succumbed to the biggest bet in life, that is, he spent about 3.3 trillion yen in July to acquire the British-based semiconductor giant ARM. This is simply a move that ordinary people cannot understand. What kind of blueprint does President Sun paint for the future? This can only be made clear by himself.
It is a harbinger that the Softbank Group will change completely.
On June 21, Softbank suddenly announced that Nikesh Arora, the former successor appointed by President Sun Zhengyi (58 years old), will step down.
The reason that President Sun explained at the shareholders meeting held the following day was only to say that “the enthusiasm for AI (artificial intelligence) could not be releasedâ€, but at that time, he had already locked in the target. That is the semiconductor giant ARM Holdings announced on July 18.
ARM mainly designs and develops the "brains" of products such as smartphones and tablets, that is, "CPU (Central Processing Unit)". In the field of smart phone CPUs, the company's global market share is as high as 95%. Unlike Intel, which monopolizes PC CPU hegemony, ARM is characterized by not producing itself, but by selling intellectual property such as design drawings to semiconductor manufacturers.
The company has also expanded its investment in "IoT" (Internet of Things), where all items are connected to the network, and the market share of microcontrollers for small products has grown to about 25%.
Why is Softbank Group acquiring ARM? What kind of future did Sun President foresee, and he took the biggest bet in life?
Arm TechCon is a UK-based arm company that organizes annual meetings for Silicon Valley semiconductor technicians. Let's take a look at President Sun's statement. "After Softbank acquired arm, the relationship between arm and partner will not change. Arm is still a platform that everyone can trust. Please don't worry." At the same time, he also stressed that it will maintain the original business model of "arm architecture" authorization to semiconductor manufacturers, and the independence of the arm as a softbank subsidiary.
Internet of Things and the outbreak of the Cambrian
At the beginning of the speech, Sun Zhengyi played a slide related to evolution. He said, "Trilobite is the first creature on the planet that has eyes. It can sense the environment and deal with environmental information. This creature lives in the Cambrian, about 50 million years ago, during the Cambrian period, Thousands of new creatures have emerged."
This is the "Cambrian life explosion". In the Cambrian 500 million years ago, the earth's creatures achieved a leap in evolution.
Sun Zhengyi believes that one of the reasons for the explosive evolution of biology is that "the organism has acquired the 'eye' sensor." “After having an eye, the creature begins to chase and prey on other creatures. Although this is very important, but more importantly, the eye as a sensor can collect a large amount of data. As the amount of data increases, the brain's learning cycle will Accelerate and further promote the evolution of life afterwards."
Figure: The Cambrian Biology Outbreak
However, contribution cannot be illusory, and there must be a "method." The most powerful way is ARM.
ARM sold 40 times more CPUs worldwide in 2015 than in Intel (Editor's Note: including the total number of chips licensed by ARM). With the arrival of the IoT era, this number will continue to climb.
According to 20 years, there will be about 1 trillion ARM chips in the world. After 20 years, ARM's CPU is estimated to account for more than half of the world's total CPU. In other words, ARM can grasp everything on earth more accurately and faster. The various data it brings should be the key to super-intelligent evolution and human happiness.
Of course, this alone cannot be achieved by us. We must stick to the "platform" position. In short, it is a cooperative model.
“The same thing happens in the form of IoT in man-made things created by humans. It is predicted that more than 1 trillion IoT devices will store sensor data in the cloud by 2035. Moreover, artificial intelligence in the cloud. I also learn sensor data and become smarter."
"The relationship between IoT and AI in the Internet of Things and the cooperation of the eye and the brain make the evolution of the organism the same. The Internet of Things is about to erupt. If there is a Cambrian explosion, the Internet of Things will come." At the same time, one point of view explains that "we just acquired the arm because of the upcoming IoT outbreak."
IoT security issues are important
In the keynote speech, another point emphasized by President Sun is the information security of IoT.
By 2018, the number of IoT devices will exceed that of mobile devices. By 2021, we will have 1.8 billion PCs, 8.6 billion mobile devices, and 15.7 billion IoT devices. He also said: "In the next 20 years, the number of IoT devices will exceed 1 trillion. (Including a spit, this level really has to connect the desk stools) By 2035, the number of data will increase by 2,400 times. , from 1 EB (exabyte) to 2.3ZB (zetabytes)."
"At that time, there will be 1 trillion chips on the earth to generate various data. This has not happened before." Sun Zheng said, "We can conduct various analyses, analysis can bring intelligence, we will become more Smart. Security will become more and more important. It is more important than doubling the clock cycle. If there is no security, we will be in danger."
Sun Zheng pointed out that "the car has installed 1000 chips, hundreds of them from the arm, but these chips are not safe. When the car is connected to a higher level and develops in the direction of unmanned driving, they will become hackers. Object."
Sun Zheng said: "Some people can release the virus and suddenly start, so that every car on the highway crashes."
"I can't say too much." Sun Zheng said, "I should not give too many hints to the bad guys."
Sun Zhengyi also said that "the chips equipped in the car should all be equipped with encryption functions." Arm is currently working on the encryption feature for the arm processor. Sun Zhengyi said that users' concerns about information security are deepening, which will become the driving factor for ARM's business growth.
1 trillion IoT devices will promote the arrival of "singularity"
In the speech, Sun Zhengyi also said that the voice and visual recognition capabilities of artificial intelligence have surpassed that of human beings. If there are 1 trillion Internet of Things devices, we will get "super AI". Sun Zhengyi believes: "This technology will become super intelligence and become a singularity." Ultimately, machine intelligence will exceed human collective intelligence.
Figure: Horror Valley Theory
"Once the dream comes true, we can predict the future, there will be no more car accidents, and humans can live longer."
“Some bad things will happen as expected.†Sun Zheng said, “Whether we like or dislike, the Cambrian explosion is happening. Are you willing to be the party to be swallowed, or the party to be swallowed? We must use technology. Arm yourself."
However, Sun Zhengyi said that the revolution that reached the singularity "is impossible for a single company to achieve" and appealed to the arm partners of the conference to work together.
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