From Smartphones to Smart Cars
鴻海與輝達聯手 打造AI事業版圖
Foxconn Steps Out of Its Comfort Zone as It Enters the EV Market
KRISTIE LU STOUT, CNN CORRESPONDENT
It’s the company best known for making iPhones for Apple, but Foxconn has a bold, new plan—a plan to diversify away from consumer technology and to become a global player in EVs. And we’re here at Foxconn’s annual Tech Day conference here in Taipei to find out more.
It’s the biggest day on the Taiwan tech giant’s calendar—a chance for Hon Hai, better known as Foxconn, to show off their [its] latest achievements. And here at their [its] 2023 Tech Day, that means electric vehicles.
Foxconn is one of the world’s largest smartphone makers, producing about 70% of iPhone shipments globally, according to Fubon Research. But in recent years, the company has begun expanding into designing and making EVs, unveiling its first models in 2021. It comes as Foxconn attempts to diversify amid a global slowdown in the smartphone sector.
YOUNG LIU, CHAIRMAN, HON HAI TECHNOLOGY GROUP
Foxconn is turning from [a] manufacturing service company into a platform solution company.
KRISTIE LU STOUT, CNN CORRESPONDENT
With ambitions of becoming a global EV player, Foxconn has enlisted the help of chip giant NVIDIA. Sharing the stage at the October event, the heads of both companies announced a new alliance to build so-called artificial intelligence factories.
JENSEN HUANG, PRESIDENT/CEO, NVIDIA CORPORATION
There will be smart factories that build cars. There will be smart factories that build AIs.
YOUNG LIU, CHAIRMAN, HON HAI TECHNOLOGY GROUP
Yes.
JENSEN HUANG, PRESIDENT/CEO, NVIDIA CORPORATION
And these two factories will be complements of each other.
KRISTIE LU STOUT, CNN CORRESPONDENT
They say these AI data factories could shape the future of smart cars. Foxconn says it will build these new kind of data centers using NVIDIA chips to power a wide range of applications, including cars that drive themselves.
How much of an edge is it going to give your company to become a global EV player?
YOUNG LIU, CHAIRMAN, HON HAI TECHNOLOGY GROUP
We will work together and … to put these AI factories together with the software and the hardware, [you] know, created by these two companies to service whoever and whatever the application needs.
KRISTIE LU STOUT, CNN CORRESPONDENT
Foxconn wants to do for electric vehicles what it has done with smartphone manufacturing. It won’t sell these vehicles under its own brand, instead partnering with clients around the globe to build them, like this SUV designed by Foxconn and branded by Taiwan carmaker LUXGEN. It will hit the roads in early 2024.
Analyst Kylie Huang calls the company’s EV pivot a logical one, saying the saturated smartphone market means there is less room to grow for the company. While the transition into the EV space will take time, analysts say Foxconn’s history as a consumer tech manufacturer could give it unique advantages.
To be a player in the EV market, what do you think is the biggest challenge for Foxconn?
KYLIE HUANG, EXECUTIVE DIRECTOR, DAIWA-CATHAY CAPITAL MARKETS CO., LTD.
Auto, initially, is [a] very, very close[d] ecosystem, so it’s [a] totally different culture compared to consumer electronic product[s]. So, what they are facing is totally different people [and a] totally different mindset. So, if you want to do the business with those conventional carmaker[s], you need to build their trust. But I think if they can get something going on, they can start to see the benefit from this kind of joint venture.
KRISTIE LU STOUT, CNN CORRESPONDENT
For now, Foxconn’s next move is to partner with more auto brands across the globe, cementing their [its] place in the EV world and ensuring more to celebrate here at next year’s Tech Day.
CNN特派員 克莉絲蒂．魯．史道
這是以替Apple製造iPhone最為人所知的公司，但富士康有一項大膽的新計畫──一項要從消費科技擴展業務並成為電動車領域中一個世界級參與者的計畫。為了解更多資訊，我們來到富士康位於台北的年度科技日大會。
這是這家台灣科技巨擘的行事曆上最重要的日子，是人們更熟知為富士康的鴻海展示自家最新成就的良機。在該公司的二○二三科技日這裡，那意味著電動車。
根據富邦投顧，富士康是全球最大的智慧型手機製造商之一，生產iPhone全球出貨的七成左右。但在最近幾年，這家公司已開始拓展進入設計和製造電動車，在二○二一年發表了其首批車款。這是隨著智慧型手機領域全球走緩，富士康試圖多元化發展所發生的。
鴻海科技集團董事長 劉揚偉
富士康要從一家製造服務公司轉型成一家平台解決方案公司。
CNN特派員 克莉絲蒂．魯．史道
有了成為電動車世界級參與者的野心，鴻海獲得晶片巨頭輝達的幫助。這兩家公司的負責人在十月那場活動中一同站上舞台，宣布新的結盟，要打造所謂的人工智慧工廠。
輝達公司總裁暨執行長 黃仁勳
將會有打造汽車的智慧工廠。將會有打造AI的智慧工廠。
鴻海科技集團董事長 劉揚偉
是的。
輝達公司總裁暨執行長 黃仁勳
而這兩種工廠將會互補。
CNN特派員 克莉絲蒂．魯．史道
他們說這些AI數據工廠可望塑造智慧汽車的未來。富士康表示，該公司將用輝達的晶片來打造這些新型數據中心，以驅動範圍廣泛的應用，包括會自行駕駛的汽車。
這會為貴公司要成為電動車世界級參與者帶來多少優勢呢？
鴻海科技集團董事長 劉揚偉
我們將共同努力和……用這兩家公司創造的軟體和硬體來組建這些AI工廠，以服務任何人和任何應用所需。
CNN特派員 克莉絲蒂．魯．史道
富士康希望把該公司在智慧型手機製造方面做過的事用在電動車上。這家公司不會在其自有品牌下銷售這些車輛，而是與全球各地的客戶合夥打造它們，像是這輛由鴻海設計、掛上台灣汽車製造商納智捷牌子的休旅車。這款車將在二○二四年初上路。
分析師凱莉．黃稱該公司的電動車轉型是一個合理的做法，她說飽和的智慧型手機市場意味著該公司的成長空間少了。儘管進入電動車領域的轉型會需要時間，但分析師說富士康作為消費科技製造商的經歷可能帶給該公司獨特的優勢。
要成為電動車市場的參與者，你認為對富士康而言，最大的挑戰是什麼？
大和國泰證券股份有限公司執行董事 凱莉．黃
汽車最初是一個非常、非常封閉的生態系，所以跟消費電子產品比較起來，它是一個完全不同的文化。所以說，他們要面對的是完全不同的人和完全不同的思維。所以，如果你想和那些傳統的汽車製造商做生意，你需要建立他們的信任。不過我認為如果他們能夠有所作為，他們可以開始看到這種合資帶來的優勢。
CNN特派員 克莉絲蒂．魯．史道
就目前而言，富士康的下一步是與全球各地更多的汽車品牌合作，鞏固該公司在電動車界的位子，並確保在明年的科技日這裡有更多事要慶祝。
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