观点制造业

AI brings Foxconn a chance to cut its reliance on Apple
AI时代为富士康带来降低对苹果依赖的机会

The cloud and networking division, which assembles AI servers, is growing at a pace the smartphone market cannot match
Lex专栏:智能手机装配长期以来是富士康最大营收来源,但在AI投资热潮下,云计算与网络部门正以智能手机市场难以企及的速度增长。

Apple’s largest iPhone assembler is starting to look like an unlikely winner of the AI era. In March, Foxconn reported a 46 per cent year-on-year jump in monthly sales, the fastest growth for that month in its history. Where the Taiwanese company once looked structurally constrained in profitability and expansion, it is now enjoying a lucrative new growth engine.

苹果(Apple)最大的iPhone组装商似乎要成为出人意料的AI时代赢家。3月,富士康(Foxconn)报告月度营收同比大增46%,为其历史上这一月份的最快增速。过去这家台湾公司在盈利能力与扩张方面似乎受制于结构性因素,如今则受益于一个利润丰厚的全新增长引擎。

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