Shulou(Shulou.com)11/24 Report--

CTOnews.com, June 12 (Xinhua)-- demand for the AI server-related business of Hon Hai Group is also strong as the new iPhone 15 is being restocked, according to a report by Taiwan's Economic Daily.

Hongbai Technology, which is in charge of AI server business in Hon Hai Group, plans to add five to six new production lines to meet the growing needs of customers, according to sources. In addition to the existing Nvidia, Microsoft and Amazon, giants such as Meta and Apple will also become Hongbai's new customers this year.

▲ Tuyuan Hongbai Technology website previously estimated that the AI industry will grow at a compound annual growth rate of 37% from 2023 to 2030, and its output value will increase from $208 billion in 2023 (CTOnews.com Note: about 1.48 trillion yuan currently) to $1.847 trillion in 2030 (currently about 13.17 trillion yuan).

By contrast, the cloud services industry will have a compound annual growth rate of 17% over the same period, and its output value will increase from $524 billion in 2023 (currently about 3.74 trillion yuan) to $1.614 trillion in 2030 (currently about 11.51 trillion yuan).

It can be seen that the output value of the AI industry will exceed that of the cloud service industry, and it will become a new battleground for global service providers. Industry analysts believe that in addition to Microsoft's ChatGPT has a firm foothold, Google, Meta and Amazon will also deploy a large number of troops, push Hongbai technology orders surge, continue to expand production.

In addition to the two local factories in Hsinchu and Taoyuan, Hongbai Technology also has production lines in the United States, Mexico, Hungary, Vietnam and other places.

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