Amid the early stages of Apple's transition to ARM-based silicon, SoftBank is reportedly mulling a sale or public offering of Arm Holdings.
Arm Holdings is the company that designs and licenses the base ARM architecture used in Apple chips like the A12Z Bionic. It is also wholly owned by Japanese conglomerate SoftBank, but that may not be the case forever.
According to a new report in The Wall Street Journal, SoftBank is looking at alternatives like a full or partial sale or an initial public offering (IPO) of the chip design company.
The Japanese company, with Goldman Sachs acting as an advisor, is still in the early stages of the exploration. It isn't clear how the plans will pan out, and it's possible that SoftBank will choose to do nothing.
Apple licenses chip architecture technology from Arm Holdings for its proprietary A-series chips, which power iPhones and iPads. Since WWDC 2020, it's also clear that Apple plans to transition its Mac lineup to first-party, ARM-based chips within the next few years.
Well-connected analyst Ming-Chi Kuo predicts that the first Mac with an A-series chip could be a 13-inch MacBook Pro in late 2020, followed by a MacBook Air in late 2020 or early 2021.
The sale or IPO of Arm Holdings isn't likely to significant impact Apple, though the company could be interested in acquiring the chip design firm. Speculation that Apple could buy Arm Holdings has been circulating for at least a decade.
27 Comments
Is there any competitive benefit in Apple buying back control of ARM architecture after relinquishing its share some 25 years ago?
I read something not that long ago about ARM being primarily Chinese-owned after some behind-the-scene dealings. Is that not the case? Does a potential sale to someone else besides Apple possibly put at risk the work that Apple has done with their ARM chips?
Is there a cash kickback for mentioning well connected analysts in a good light?
that names seems to be inserted in to every story these days.
SoftBank only just bought ARM a few years ago. Seems weird to sell them off a few years later.