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Foxconn forecasts that its third-quarter 2025 revenue could fluctuate sharply due to geopolitical tensions. Photo: Bloomberg . |
Foxconn, the world’s largest contract electronics manufacturer, has just announced a record high in revenue for the second quarter of 2025. This achievement comes amid a strong increase in demand for AI-related products. However, the Taiwanese company also warned that geopolitical risks and exchange rate fluctuations could affect growth in the coming time.
According to a report released on July 6, Foxconn's revenue in the second quarter of 2025 reached NT$1.797 trillion (about US$61.93 billion ), up 15.82% year-on-year. This figure surpassed the NT$1.789 trillion (about US$61.85 billion ) forecast by LSEG SmartEstimate, a platform that aggregates forecasts from analysts with the highest accuracy.
Foxconn’s impressive growth was largely driven by its network and cloud computing division, where it supplies most of its components and equipment to major customers. Meanwhile, its smart consumer electronics division, which includes the iPhone, saw “negligible” growth due to the impact of exchange rates.
In June alone, Foxconn's revenue reached NT$540.24 billion ( $18.6 billion ), up 10.09% year-on-year. The company said growth in the third quarter of 2025 is likely to be higher than the previous quarter and the same period in 2024. However, Foxconn also forecast that the impact of global political and economic conditions and changes in exchange rates will have a profound impact on its business.
Foxconn has not yet released specific revenue forecasts for the next quarter. Its full financial report for the second quarter of 2025 is expected to be released on August 14.
Analysts also noted that President Donald Trump’s recent announcement of tariffs on goods from 12 countries, including China, could add pressure to the global technology supply chain. Foxconn currently operates the world’s largest iPhone assembly plant in Zhengzhou, China.
Foxconn shares rose 76% last year, outpacing the 28.5% gain in the Taiwan Weighted Index (TWII). However, the manufacturer’s shares have fallen 12.5% year to date, reflecting the sensitivity of technology stocks to unpredictable trade policies.
Source: https://znews.vn/doanh-thu-tang-manh-foxconn-van-bat-an-post1566702.html
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