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鸿海董事长刘扬伟:AI、电动车双引擎驱动,2025年营收创新高
Jing Ji Ri Bao·2025-05-29 23:31

Core Viewpoint - Hon Hai (Foxconn) is positioning electric vehicles as its third growth engine, alongside ICT and AI products, with expectations for significant revenue growth in the coming years [1][2] Group 1: Company Growth and Market Position - Hon Hai anticipates that its revenue will exceed NT$7 trillion by 2025, marking a new high [1] - The company holds a 44.2% market share in global electronic manufacturing services, making it the industry leader, with one in every two ICT products manufactured by Hon Hai [1] - In the AI server market, Hon Hai has over 40% market share, also leading globally [1] - Revenue from consumer smart products has grown by 20% over the past five years, while cloud networking products have seen a 60% increase [1] Group 2: AI and Digital Transformation - Hon Hai plans to accelerate edge computing applications and develop AI as its second growth engine, focusing on AI servers and three major smart platforms [1][2] - The company aims for annual revenue from AI servers to exceed NT$1 trillion, establishing itself as a major player in the AI sector [2] - Hon Hai is implementing a digital twin model to enhance factory operations, improving efficiency and speed in production [2] Group 3: Electric Vehicle Strategy - Hon Hai is collaborating with Mitsubishi Motors, indicating recognition from traditional automakers and boosting confidence in achieving its goals [2] - The company aims to become one of the top three contract design and manufacturing service (CDMS) providers for electric vehicles globally, integrating hardware and software design [2] - Hon Hai is in discussions with additional Japanese automakers and plans to introduce an American version of its Model C in Q4, while monitoring tariffs to determine the launch pace [2]