AI服务器订单炸裂! 富士康吃满AI基建红利 Q4营收大增22% 一举创历史新高

智通财经01-05

智通财经APP获悉，总部位于中国台湾省的全球最大规模电子产品代工制造商富士康(Foxconn)，于周一公布创纪录的季度营收数据。作为全球最大规模的电子产品代工制造商，富士康可谓全面受益于人工智能类产品(AI服务器集群+AI智能手机、AI智能眼镜等端侧AI消费电子)无比强劲需求狂潮，尤其是当前这股史无前例的AI基建大浪潮为富士康持续带来指数级增长的AI服务器订单规模，推动富士康季度营收屡创历史新高。...

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Foxconn is full of AI infrastructure dividends, Q4 revenue surges 22%, hitting a record high in one fell swoop","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDS":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDD":0.6},"content_text":"智通财经APP获悉，总部位于中国台湾省的全球最大规模电子产品代工制造商富士康(Foxconn)，于周一公布创纪录的季度营收数据。作为全球最大规模的电子产品代工制造商，富士康可谓全面受益于人工智能类产品(AI服务器集群+AI智能手机、AI智能眼镜等端侧AI消费电子)无比强劲需求狂潮，尤其是当前这股史无前例的AI基建大浪潮为富士康持续带来指数级增长的AI服务器订单规模，推动富士康季度营收屡创历史新高。作为“AI芯片超级霸主”英伟达(NVDA.US)最大规模的AI服务器集群合约制造商，以及全球消费电子领军者苹果公司(AAPL.US)最核心的iPhone系列产品组装商，富士康在最新发布的营收声明中表示，其第四季度整体营收较2024年同期跳增22.07%，至创纪录的新台币2.6028万亿元(大约827.3亿美元)。这一结果大幅超过了2.418万亿新台币的LSEG SmartEstimate一致预期;LSEG SmartEstimate赋予了长期以来预测更准确的华尔街分析师们更大的预测权重比例。富士康表示，本季度(第四日历季度)营收环比和同比均实现大幅增长，超出市场一致预期，为2026年第一季度创造了较高的基数比较基础。按美元计算，富士康管理层表示，第四季度营收则大幅增长了26.4%。然而，即使考虑到第四季度非常高的基数，市场一致预计全球对于人工智能服务器机架产品的无比强劲需求仍将推动该公司业绩接近过去五年来的最高增长水平。整体来看，这一无比强劲的增长主要是由富士康旗下云计算和网络产品代工部门的强劲表现推动的，主要因全球企业或政府机构对于该部门打造的AI服务器算力集群产品的需求可谓日益激增，而其智能型消费电子部门(包括iPhone)的整体月度与季度营收因汇率不利而略有下降。统计数据显示，仅仅在12月，富士康的整体营收就达到约8628.6亿新台币，意味着年度同比增长率为31.77%，创下12月单月的月度级别的历史新高，要知道，通常10-12月乃富士康服务器与智能手机代工制造订单增长最为强劲的月份。Gemini3 系列产品一经发布即带来无比庞大的AI token处理量，进一步验证了华尔街所高呼的“全球布局AI的这股无与伦比热潮仍然处于算力基础设施供不应求的早期加速建设阶段”。美国银行在研报中表示，全球AI军备竞赛仍处于“早期到中期之间的阶段”，尽管英伟达、博通等热门芯片股票近期出现剧烈的下行波动，但投资者们应继续关注行业领导者。全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%。富士康——AI基建热潮最大赢家之一富士康最为人所知的是为苹果公司组装iPhone，但其业务已全面扩展至AI算力基础设施以及汽车制造领域。富士康乃全球最大规模AI服务器制造商，并且乃为数不多能够量产出针对无比庞大AI训练/推理工作负载的“定制化AI服务器机架组合”，并且也是英伟达AI GPU算力集群设备的全球最关键供应商之一，重要性不弱于“芯片代工之王”台积电。富士康之所以成为这轮“史无前例AI基建大潮”的直接受益者，本质在于：高达万亿美元级别的AI资本开支的最大增量不只发生在“AI芯片”，更发生在整机系统与机柜级(rack-scale)交付——服务器/机柜集成、数据中心大规模互连与布线、最前沿散热与电源设备等“数据中心硬件底座”。富士康既是英伟达Hopper/Blackwell 架构AI服务器集群最大规模的服务器制造商、又是苹果公司iPhone系列产品的主要组装商，而2025年其业绩与订单结构已明显向AI算力基础设施领域倾斜：在该公司披露与财经媒体报道中，“云计算与网络产品(主要围绕AI服务器)”营收占比已大幅上升至约41%–42%并一度超过消费电子，AI服务器成为核心增长引擎;这使其在英伟达AI GPU出货大规模放量的同时，还能吃到“从AI GPU/AI ASIC到整机、从服务器整机到AI机柜”的AI训练/推理系统集成分额与大规模AI算力红利。在AI训练/推理基础设施迅速扩张时，市场对“可快速规模化交付”的需求极强，富士康的优势在于全球制造能力、供应链组织与机柜级集成交付能力，并正把触角延伸到数据中心关键设备(如布线、网络与电力系统等)，例如其与OpenAI合作在美国共同设计与制造AI数据中心关键设备的安排，进一步强化了其在“AI基建硬件栈”中的最核心卡位。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI芯片算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。不久后，富士康将斩获来自OpenAI的无比庞大订单此前在11月，全球AI应用领军者OpenAI宣布已经与富士康达成一项重磅合作伙伴关系，富士康与OpenAI将共同在美国本土设计并制造至关重要的人工智能数据中心核心设施组件。OpenAI与富士康强强联手，也是一系列与OpenAI为满足堪称天量级AI算力基础设施需求而强化本土制造能力密切相关的最新深度合作公告之一。OpenAI与来自中国台湾省的富士康强强联手，聚焦于在美国本土实现设计和制造至关重要的人工智能数据中心组件。这次富士康与OpenAI合作，重点并不是扩张AI GPU抑或AI ASIC算力硬件产能本身，而是做“AI数据中心的骨架以及水电等基础设施供给”：AI服务器机柜/机架、供电系统、网络系统、基础布线、液体冷却等关键基础设施。核心目的则是两件事——让OpenAI的超大规模AI算力基建项目完成得更快、更加可控以及推动数据中心基础设施供应链本土化(即美国制造)。OpenAI已经成为特朗普心心念念的“制造业回流美国”雄心壮志的坚定支持者，OpenAI与富士康的这一最新合作无疑与特朗普重返白宫后宣布的一系列旨在加强美国本土AI算力供应链与制造业回流的举措相呼应。根据媒体报道， OpenAI与富士康的合作将聚焦于AI 数据中心服务器机架 / 机柜(racks)、供电系统、高性能网络架构与布线以及液体冷却系统等等。也就是说，富士康所负责的，是把AI GPU/AI ASIC等核心算力硬件“插进服务器之前”和“插进之后”所有离散类组件，最终整成一套标准化、规模化、可在美国本土量产的AI数据中心机房底座。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601572007","isCrawlerRequest":true}