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日本欧姆龙计划以6.3亿美元收购美国OnLogic 推进物理AI布局Japan's Omron to buy US-based OnLogic for $630m in physical AI push

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欧姆龙在美洲的控制设备销售仍有进一步扩大的空间。(井上洋摄)Omron has room to further expand its sales of control equipment in the Americas. (Photo by Yo Inoue)

京都,日本 -- 日本电子制造商欧姆龙将于1月左右以约1000亿日元(6.305亿美元)收购美国电脑制造商OnLogic,据《日经新闻》周二获悉。

KYOTO, Japan -- Japanese electronics maker Omron is set to acquire U.S. computer maker OnLogic as early as January for about 100 billion yen ($630.5 million), Nikkei learned on Tuesday.

欧姆龙旨在通过将OnLogic的产品与自身控制设备相结合,构建一个能够自主操作生产设备的物理人工智能平台。

Omron aims to build a platform for physical artificial intelligence that can autonomously operate production equipment by combining OnLogic's products with its own control equipment.

虽然美国和中国在生成式AI领域处于领先地位,但有人认为日本可以凭借其制造业专长在物理AI领域获得优势。欧姆龙的主导产品包括传感器、控制器及其他设备。通过将制造现场收集的数据与OnLogic的计算机相结合,欧姆龙计划利用AI帮助客户提升生产力。

While the U.S. and China lead in developing generative AI, some believe that Japan can capitalize on its manufacturing expertise in the field of physical AI. Omron's mainstay products include sensors, controllers and other equipment. By combining data collected at manufacturing sites with OnLogic's computers, Omron plans to use AI to help customers boost productivity.

OnLogic成立于2003年,专注于工业计算机的研发、制造和销售。这些设备设计为全天候运行,用于控制工厂设备和处理数据。它们具有高抗温度变化和冲击能力,随着工厂自动化的推进,对这类计算机的需求正在增长。

Founded in 2003, OnLogic develops, manufactures and sells industrial computers. These devices are designed to operate around the clock and are used to control factory equipment and process data. They are highly resistant to temperature changes and shocks, and demand for these computers is rising as factory automation advances.

欧姆龙旨在构建一个物理AI平台,利用工业计算机上运行的AI来协同其控制设备操作机械和机器人。公司设想的工厂中,AI能够独立分析生产现场状况,向设备发出适当指令,并确定改进运营的方式。

Omron aims to build a physical AI platform that uses AI running on industrial computers to operate machinery and robots in coordination with its control equipment. The company envisions factories where AI independently analyzes conditions on the production floor, gives appropriate instructions to equipment and determines ways to improve operations.

根据总部位于东京的研究公司富士经济(Fuji Keizai)的预测,全球工业计算机市场规模预计将在2028年增长至3100亿日元,较2024年增长20%。主要制造商包括台湾的Advantech和德国的西门子。

The global market for industrial computers is projected to grow to 310 billion yen in 2028, according to Tokyo-based research company Fuji Keizai, up 20% from 2024. Major manufacturers include Taiwan's Advantech and Germany's Siemens.

欧姆龙控制设备业务的收入在截至3月的财年中同比增长12%,达到4095亿日元。日本和中国占其销售额的一半以上,而美洲仅占约10%,仍有增长空间。

Revenue from Omron's control equipment segment rose 12% on the year to 409.5 billion yen in the year ended March. Japan and China account for more than half of sales, while the Americas make up only about 10%, leaving room for growth.