The Business Insider publication said that the iPhones have ceased to be the main direction of the Taiwanese company Foxconn, also known as the Apple factory. And this, as the publication writes, testifies to the transition to the era of artificial intelligence.
In the second quarter of 2025, the Cloud & Networking Foxconn unit producing servers for AI overthrusted the Smart Consumer Electronics unit producing the iPhone. Cloud & Networking revenue increased by 47% to $ 24 billion, while the Smart Consumer Electronics earned $ 20.8 billion. More than half of the cloud -based revenues falls on the servers for AI, whose revenue has grown by 60%. Foxconn plans to increase this indicator by 170% in the third quarter.
The company was transformed from the manufacturer of smartphones to the leader in the market of AI servers and new products, including electric cars and robots. Foxconn expands the production of servers in the USA. Mexico remains the main production base, but the presence in the United States is growing.
In addition to servers, Foxconn is engaged in the production of electric vehicles, semiconductors and medical robotics, but the main focus remains on servers, which bring 41% of the income and are predicted to 70% growth in 2025. At the same time, company analysts do not expect the growth of revenue from the production of consumer electronics, including the iPhone.
