Hon Hai’s revenue in September exceeded the trillion yuan mark for the first time! Monthly growth of 25.7%, a record high; AI is expected to continue to strengthen in the fourth quarter

Looking forward to the fourth quarter, Hon Hai said that its AI business will continue to grow. (File photo)

[Reporter Fang Weijie/Taipei Report] Hon Hai (2317)’s revenue in September was 1.158633 billion yuan, a monthly increase of 25.70% and an annual increase of 38.42%. It broke the record for a single month in the past and was also the highest in a single month. Revenue exceeded the trillion yuan mark for the first time; looking forward to the fourth quarter, Hon Hai is optimistic that AI operations will continue to grow. In addition, information and communication (ICT) products are still in the traditional peak season, which is expected to drive overall operating performance in line with current market expectations.

Hon Hai observed that its four major product categories performed in September. Consumer smart products benefited from the release of new products and showed strong growth month-to-month; components and other products benefited from the increase in components and other income related to the main business; cloud network products benefited from the strong momentum of AI products to attract goods; computer terminal products also benefited from the momentum of the goods; the three major categories all showed significant growth month-to-month.

If compared with the same period last year, cloud network products have experienced strong growth year-on-year due to the strong momentum of AI product sales; components and other, computer terminal products have also experienced strong growth, and consumer smart products have been affected by the increase in shipping prices, which is approximately the same as the same period last year.

Hon Hai's revenue in the third quarter reached 3.269 billion yuan, a quarterly increase of 20.44% and an annual increase of 47.12%, setting a new high for a single quarter and the same period in previous years. Among them, cloud network products were driven by the strong momentum of AI products to attract sales, and they grew strongly year-on-year. Components and other computer terminal products also grew strongly, and consumer smart products showed significant growth.

In the first nine months of this year, Hon Hai's revenue reached 7.6698 billion yuan, an annual increase of 39.53%, setting a new high for the same period in previous years. Among them, cloud network, components and other products grew strongly year-on-year, while consumer intelligence and computer terminal products showed significant growth. Cloud network products mainly benefited from the strong momentum of AI products.

Looking forward to the fourth quarter, Hon Hai said that the AI ​​business will continue to grow, and information and communication products are still in the traditional peak season in the second half of the year, which is expected to drive overall operating performance in line with current market expectations, but it is still necessary to continue to pay attention to the impact of the changing global political and economic situation.