Foxconn AI Server Sales Outpace Trump Apple Segment in Q2 2025
The global largest contract electronics producer and Apple’s longtime iPhone manufacturing supply chain partner, Foxconn, has witnessed diversification of business at the company to an all-time high. AI server sales at the company have finally outpaced consumer electronics for the first time ever.In its second quarter of 2025, its product revenues from cloud and networking — its AI servers, mainly — represented 41% of Foxconn’s overall revenue. Consumer electronics, including Apple, were only 35%. It’s a sign of where the company is in the world’s tech supply chain.This is not a one-off-quarter idiosyncrasy — it’s a sign of a broader strategic rotation. Foxconn is getting more interested in AI hardware, with stratospheric demand from the heavy hitters like Amazon, Microsoft, and Google.Since the leading manufacturer of servers for Nvidia, Foxconn will be making high-performance PCs that form the core of future-proofed next-gen data centers. Hyperscalers — gigantic cloud computing giants — are spending big to develop their artificial intelligence technologies, and Foxconn is smack in the middle.
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