Company profile
Not an SEC registrant — the context below is drawn from our coverage.
- Type
- Company
- Analyses
- 2
- Angles
- Business Model · Boundaries of the Firm
Decisions on record
One verified Decision Record on Foxconn, and the casebook each one belongs to.
| Fork date | Decision type | The story | Casebook |
|---|---|---|---|
| 2017 | Vertical-Integration Bet | Read the story → | Vertical-Integration Bet Casebook → |
Run one of these yourself
The decisions Foxconn faced, as kits you can run.
Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.
The analyses
The Loss Leader · Business Model
Foxconn Keeps About 1.8% of an iPhone's Value — and Runs the World's Largest Electronics Factory On It
One value-chain teardown found Apple captured roughly 58.5% of an iPhone's value; the Chinese assembly layer Foxconn performs captured about 1.8%. Yet Foxconn became one of the world's largest companies by revenue. The trick isn't the margin — it's what the margin buys.
7 min
Vertical-Integration Bet · Boundaries of the Firm
Foxconn Pledged $10B and an LCD Plant to Wisconsin. It Spent $1B and Never Built the Factory
In 2017 Foxconn stood at the White House and promised a $10 billion LCD plant and up to 13,000 Wisconsin jobs. By 2024 it had spent about $1 billion, employed 768 people, and never built the display factory. Read as a factory deal, it failed. It was never a factory deal.
7 min