Foxconn Industrial Internet Co Ltd
- 取引所
- 上海
- 国 / 地域
- China
- 従業員数
- 217,084
- 公式サイト
- www.fii-foxconn.com
総合バリュエーションレンジ · 保守的 ¥45–¥60 / 妥当 ¥62–¥80 / 楽観的 ¥95–¥115。¥61.55 時点で 保守的レンジと妥当レンジの間。
レポート公開時 ¥78.55（2026年6月4日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Foxconn Industrial Internet Co., Ltd., together with its subsidiaries, provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally. The company offers communication and mobile network equipment products comprising 5G/4G modules, 5G terminals, 5G private network, and Wi-Fi equipment; cloud computing products consisting of high-performance servers, edge computing, advanced heat dissipation, and storage equipment; industrial internet services, such as lighthouse, manufacturing consulting, and cloud and platform services, as well as hardware and software integration products; and precision manufacturing automation solutions for the automation, robot, optical inspection, and MedTech industries. It also engages in the provision of precision tools; communication network high-precision components; network devices; industrial robots; construction machinery and equipment; mining equipment; teaching equipment; information systems; smart wearable devices; automation and molds; automation equipment; electronic components; medical devices and mechanical equipment; and motherboards and computers. In addition, the company is involved in cloud computing, trading, management, IT, software development, Internet information, management and technical consulting, technology and hardware research and development, technical services, logistics, 5G laboratory, electronic manufacturing, financial planning, and investment consulting services. Foxconn Industrial Internet Co., Ltd. was incorporated in 2015 and is based in Shenzhen, China.
沿革
Foxconn Industrial Internet (FII), a Shenzhen-based subsidiary of Hon Hai Precision (2317.TW), was formed in 2015 when the Hon Hai/Foxconn group bundled communication network equipment, cloud service equipment, and precision tools/industrial robots into one entity. It listed on the Shanghai Stock Exchange (601138) on 2018-06-08 at an IPO price of ¥13.77 per share, raising about ¥27.1 billion in what was that year's largest A-share IPO. The company moved through an industrial-internet narrative phase (2018–2020), a quiet period (2021–2023, with its first half-year revenue decline of -8.2% in 2023H1), and an AI-server phase (2024–2026); cloud-computing revenue first exceeded half of the total in 2024, and FY2025 revenue reached ¥902.887 billion (+48.22%) with net profit of ¥35.286 billion (+51.99%).
業界での地位
FII is the world's largest assembler and system integrator of NVIDIA GB200/GB300 NVL72 rack-level AI servers, with a survey-based share of about 45–48% (ahead of Quanta at ~40% and Wistron at ~10%). In FY2025 its three segments were cloud computing at ¥602.679 billion (66.75%), communication and mobile network equipment at ¥297.851 billion (32.99%), and industrial internet at ¥0.694 billion (0.26%). It is among the few firms with full-stack vertical integration spanning module, substrate, high-speed switch, liquid cooling, complete machine, and data center, offering L10–L12 one-stop rack delivery. The global AI-server rack contract-manufacturing field is an oligopoly shared by FII, Quanta, Wistron, Inventec, and Wiwynn, with top-five customers accounting for 62.01% of FY2025 revenue.
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