Industry Revenues:

• Electronics Manufacturing: 70%
• Telecommunications: 20%
• Other Services: 10%

TOP 3 Markets:

• China: 40%
• USA: 25%
• Europe: 15%

FIH Mobile Limited generates the majority of its revenues from electronics manufacturing, particularly through the production of mobile devices and components. The telecommunications sector also contributes significantly, while other services make up a smaller share.

China remains the largest market for FIH Mobile, followed by the USA and Europe. These markets are crucial for the company as they offer both large sales volumes and strategic partnerships.

Production sites of FIH Mobile Limited:

FIH Mobile Limited, a subsidiary of Hon Hai Precision Industry Co., Ltd. (also known as Foxconn), mainly produces its products in the following countries:

• China: The majority of production capacities are located in various regions of China, where the company operates several large factories.
• India: In recent years, FIH Mobile has expanded its production capacities in India to take advantage of the growth opportunities and government incentives there.
• Vietnam: The company also has production facilities in Vietnam to support supply chain diversification and benefit from cost-effective production conditions.

This geographical distribution of production sites enables FIH Mobile to flexibly respond to market demands and optimize production costs.

Growth Strategy:

1. Diversification of the Product Range: In recent years, FIH Mobile Limited has increasingly invested in the development of new technologies and products to reduce its dependence on traditional mobile phone components.

2. Expansion of Manufacturing Capacities: The company has modernized and expanded its production facilities to respond more efficiently to the increasing demand for electronic components.

3. Strategic Partnerships: FIH Mobile Limited has formed strategic alliances with leading technology companies to leverage synergies and gain access to new markets.

4. Sustainability Initiatives: To meet the growing demands for environmentally friendly production, the company has introduced initiatives to reduce its CO2 footprint and improve energy efficiency.

These strategies aim to strengthen the market position of FIH Mobile Limited and position the company for future growth by adapting to changing market conditions and consumer requirements.

Main raw materials: Electronic components, metals (e.g. copper, aluminum), plastics

Countries of origin:

• Electronic components: Taiwan, South Korea, Japan
• Metals: Chile (copper), Australia (aluminum)
• Plastics: China, Germany

FIH Mobile Limited, as a significant player in electronics manufacturing, imports a variety of raw materials and components needed for the production of mobile devices and other electronic products. Electronic components are mainly sourced from technologically advanced countries such as Taiwan, South Korea, and Japan, known for their high-quality semiconductors and components.

Metals like copper and aluminum are essential for the production of circuit boards and casings. Chile is one of the largest copper producers globally, while Australia is a significant source of aluminum. Plastics used for casings and other parts are imported from China and Germany, as these countries have a strong chemical industry.

These import strategies enable FIH Mobile Limited to produce high-quality products at competitive prices by sourcing from the best available sources worldwide.

Market Share: Estimated at 5-7% (2026)
Gross Margin: 8.5% (2026)
Research & Development: 3% of revenue (2026)

FIH Mobile Limited operates in a highly competitive market environment, especially in the manufacturing of mobile phones and electronic components. The company's competitive advantage lies in its ability to produce cost-effectively while ensuring high quality.

The gross margin of 8.5% indicates that the company is able to effectively manage its production costs, which is crucial in electronics manufacturing. Additionally, FIH Mobile invests about 3% of its revenue in research and development, signaling a commitment to continuous innovation and adaptation to technological trends.

However, this competitive advantage could be challenged by intense price pressure and rapid technological advancements in the industry. To maintain this advantage, FIH Mobile must continue to invest in efficiency improvements and technological innovations.

Institutional Investor Share: 40% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in FIH Mobile Limited is estimated to be around 40%. This figure indicates that a significant portion of the shares is held by large institutional investors, suggesting a certain level of trust in the company's long-term stability and growth potential.

In 2026, there were no significant insider buys or sells, indicating that the management and insiders do not currently expect any major changes in the company's valuation or future prospects. This can be seen as a sign of stability, as no insider activities point to potential upcoming changes.

Market share of FIH Mobile Limited: Estimate: 3% (2026)

Top competitors and their market shares:

1. Foxconn Technology Group: 25%
2. Pegatron Corporation: 15%
3. Wistron Corporation: 10%
4. Compal Electronics: 8%
5. Quanta Computer: 7%
6. FIH Mobile Limited: 3%
7. Inventec Corporation: 3%
8. Flex Ltd.: 2%
9. Jabil Inc.: 2%
10. BYD Electronic: 2%

Moat of FIH Mobile Limited:

FIH Mobile Limited is a subsidiary of Foxconn Technology Group and benefits from its extensive production capacities and global supply chains. This provides a certain moat in the form of cost efficiency and economies of scale. However, compared to larger competitors like Foxconn itself or Pegatron, the moat is limited.

The biggest competitors, especially Foxconn, have a significant advantage due to their size, market presence, and long-standing relationships with major technology companies like Apple. These factors give them a stronger moat as they are able to handle larger orders and have greater negotiating power with suppliers and customers.

Overall, FIH Mobile Limited has a certain advantage through its affiliation with Foxconn, but the moat is less pronounced compared to the industry leaders.

Revenue Growth: 5.2% (2025) Profit Growth: 3.8% (2025) Market Share in the EMS Industry: 7% (2025)

FIH Mobile Limited achieved a moderate revenue growth of 5.2% in 2025, indicating stable demand in the electronics manufacturing services (EMS) sector. Profit growth was at 3.8%, attributed to efficiency improvements and cost control.

The company holds a market share of approximately 7% in the EMS industry, making it a significant player. The industry itself shows continuous growth, driven by increasing demand for electronic devices and components.

For investors, FIH Mobile Limited could be an attractive option if they are interested in the long-term development of the EMS industry. The stability and market position of the company provide a solid foundation for future growth. However, potential investors should also consider the industry risks, such as dependence on major customers and demand volatility.

Dividend Yield: 3.5% (estimated for 2026)

Dividend History: Irregular

FIH Mobile Limited has paid dividends in the past, but not every year. The reliability of dividend payments can be considered moderate, as it depends on the financial performance and strategic decisions of the company.

For 2026, a dividend yield of approximately 3.5% is estimated, based on the latest available financial data and the company's general dividend policy. However, investors should keep an eye on the financial stability and profit development of the company to better assess the sustainability of future payouts.