In Foxconn, a recipe from the cloud is approaching to artificial intelligence
A FoxconnThe largest electronics manufacturing company under a contract in the world, recorded a clear profit $ 1.40 billion In the fourth quarter of the fiscal year 2024, it was closed in December. Represent the value 13 % decreased from the same period in the previous year and was less than 1.63 billion dollars of analysts. However, the company expects the most powerful 2025, driven by growth AII cloud (AI) And electric cars.
The company is officially called It is the accuracy industry HiHe said in a statement to investors on Friday, 14, that their division IA servers It has become an increasingly relevant pillar. In the fourth quarter, products Cloud and networksWhich includes artificial intelligence servers, it represents 26 % of total revenue, approaching the sharing of the consumer electronics category, which includes iPhone from Apple.
Revenue with ami servers can exceed $ 32 billion in 2025
Foxconn estimates that in the fiscal year 2025, Its revenues with artificial intelligence servers exceed $ 32 billion, This will represent 50 % of the total number of division of its server and will ensure more than 40 % of the global market.
The company closed the fiscal year 2024 with record revenues from 219 billion US dollarsWith an increase of 15 % compared to the previous year. However, its total margin decreased to 6.15 %, reflecting the increase in investment in the production of artificial intelligence servers, which currently has a lower profitability. According to Baker, an analyst at Mooringstar, the margin can recover to 7.1 % by 2028, according to Foxconn, its operations in this sector.
Although the first third of pregnancy is a traditional period of short revenue, Foxconn Young Liu said that The performance of the first three months must exceed 2025 average of the past five years.
Foxconn is betting on artificial intelligence and electric cars
Foxconn expanded its performance in the artificial intelligence sector. This week, the company announced FoxbrainYour General IA model. the Language modelOn the basis Lama 3.1From the goal, it was internally trained in only four weeks and is considered the first advanced artificial intelligence developed in Taiwan.
The company also seeks to enhance itself as a resource in Electric cars (EVS)Adopting a production model similar to what you use for iPhone and PlayStations devices, allowing you to use external sources of auto design and manufacturing. Foxconn is interested in partnership with Nissan, especially after the Japanese auto manufacturer ends in Honda.
The market enthusiasm has strengthened Foxconn shares by 80 % during the 2024 fiscal year.
