Fueled by the continued explosion in AI computing demand and the optimization and upgrade of its product structure, Foxconn Industrial Internet (FII) achieved robust growth in its 2025 performance.
According to a performance forecast released on January 29, the company expects its full-year net profit attributable to shareholders of the parent company to reach between 35.1 billion yuan and 35.7 billion yuan, representing a substantial year-on-year increase of 51% to 54%, an increase of 11.9 billion to 12.5 billion yuan compared to 2024, significantly exceeding market expectations.
The core highlights are as follows:
For the full year of 2025, net profit after deducting non-recurring gains and losses is projected to be between 34.0 billion yuan and 34.6 billion yuan, a year-on-year increase of 45% to 48%.
Looking solely at the fourth quarter, the growth momentum was even more vigorous. The company anticipates net profit attributable to parent company shareholders for the quarter to be between 12.6 billion yuan and 13.2 billion yuan, surging 56% to 63% year-on-year.
Net profit after deducting non-recurring items for the quarter is expected to be between 12.4 billion yuan and 13.0 billion yuan, an increase of 43% to 50% compared to the same period last year.
This strong performance was primarily driven by the synergistic surge in its two core businesses: cloud computing and communication network equipment. AI servers emerged as the central growth engine, with full-year revenue from AI servers for cloud service providers skyrocketing by over three times year-on-year; revenue in the fourth quarter alone grew more than 50% sequentially and soared over 5.5 times year-on-year. Concurrently, the high-speed switch business maintained its rapid expansion trajectory, with revenue from 800G and above products surging 13-fold year-on-year in 2025, building upon a high base from 2024.
Furthermore, traditional stronghold businesses such as precision mechanical components also achieved double-digit growth, constructing a diversified and robust business structure for the company and further solidifying the foundation for its long-term development.
The cloud computing business achieved comprehensive breakthroughs in 2025. Full-year server revenue from cloud service providers surged by over 1.8 times year-on-year, with revenue in the fourth quarter alone increasing more than 30% sequentially and by over 2.5 times year-on-year, highlighting the persistently high market demand for computing power.
The AI server business, as the core growth engine, performed exceptionally strongly. Full-year revenue for this business multiplied by over three times year-on-year, with fourth-quarter revenue growing more than 50% sequentially and exceeding a 5.5-fold increase year-on-year.
Analyzing the quarterly data, both the cloud service provider server and AI server businesses achieved sequential growth exceeding 30% and 50% respectively in the fourth quarter. This not only confirms the strength and sustainability of downstream demand but also reflects improvements in the company's production ramp-up and delivery efficiency.
Within the communication and mobile network equipment business, FII's high-speed switch segment delivered outstanding performance. In 2025, revenue from its 800G and above high-speed switch business skyrocketed by an impressive 13 times year-on-year. This growth was achieved against the backdrop of already having achieved high base doubling growth in 2024, demonstrating powerful and sustained expansion momentum.
In the fourth quarter, revenue for this business still grew by more than 4.5 times year-on-year. Although the growth rate moderated compared to the first three quarters, the absolute increase remained significant. This performance primarily benefited from the urgent global demand for data center network upgrades.
In the consumer electronics terminal sector, the company's precision mechanical components business also delivered steady results. In 2025, shipment volumes for this business achieved double-digit growth compared to the previous year.
The steady performance of this segment provides strong support for the company's diversified development strategy. While the AI and cloud computing businesses are growing at high speed, the traditional strength businesses maintain stable growth, further solidifying the company's overall development foundation and effectively mitigating the risk of an overly concentrated business structure.
The continuous development of the precision mechanical components business also showcases the company's profound expertise in precision manufacturing and strong customer loyalty, which provides crucial assurance for navigating different market cycles and maintaining operational resilience.
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