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工业富联:2025 年四季度业绩电话会议核心要点
2026-04-17 11:31
Foxconn Industrial Internet (601138.SS) Key takeaways of FII 4Q25 earnings call CITI'S TAKE Flash | 16 Apr 2026 06:49:20 ET │ 12 pages We dialed into FII 4Q25 earnings call. Key takeaways include (1) mgmt. expects 1Q26 to show significant YoY growth in revenue and net profits. 2Q will be better than 1Q. (2) CPO switch sample shipments began in 1Q26, and mass production is scheduled to commence in 3Q26. There could be over 10k CPO switch shipment in 2026. CPO switch margin will be higher than 400/800G switch ...