Sharp Bets 80% of Its New Business on AI Servers, With Foxconn Building and Sharp Selling
- Sharp targets 200-300 billion yen in new-business revenue by fiscal 2030
- Over 80% is expected from AI server-related operations
- Foxconn provides procurement and manufacturing; Sharp handles Japan sales and support
- The Sakai plant's conversion into AI data centers gains concrete shape
LCD televisions can no longer carry Sharp; AI servers take the baton. President Tetsuji Kawamura said on July 3 that of the company's 200-300 billion yen new-business revenue target for fiscal 2030, more than 80% should come from AI servers—with parent Foxconn supplying procurement and manufacturing muscle while Sharp sells and services in Japan.
It's a textbook Taiwan-Japan pairing: Foxconn dominates global AI-server assembly but lacks a trust interface with Japanese enterprise clients; Sharp retains brand and service networks without competitive hardware. Combined with the Sakai plant's shift from panels to data centers, Sharp is repositioning as Foxconn's Japanese storefront. The risks are equally plain—concentrated customers and GPU-driven pricing leave uncertain how much value Sharp captures. For Taiwan investors, this is a progress bar on Foxconn's Japan strategy: enterprise AI orders flowing through Sharp into the Taiwanese supply chain.