Our Investments in Startups
- Cell Phone Factory
Investments in cell phone manufacturing plants are focusing on expanding production capacity, adopting cutting-edge automation technologies, and leveraging nearshoring, with Mexico and Southeast Asia as key locations. Giants like Samsung, Foxconn, and various component manufacturers are allocating millions of dollars to secure the supply chain and reduce dependence on China.
Main Trends and Movements (2024-2026):
- 1. Mexico as a Production Hub (Nearshoring):
- ......o Samsung: Strengthens its presence in Querétaro and Tijuana, leveraging nearshoring to expand the capacity of its production plants.
- ......o Foxconn: Invested $168 million in 2025 to expand the production of AI servers, adding to a previous investment of $241 million in 2024. Projects to manufacture smartphone components in the country have also been evaluated.
- ......o QSM Semiconductors: Invests $20 million in a chip plant in Querétaro, highlighting the trend of bringing the production of key components to the region.
- ......o LG: Inaugurated a plant in Ramos Arizpe, Coahuila, with an investment exceeding $1.2 billion. pesos.
- 2. Global Investments and Semiconductors:
- ......o Samsung: Invests $17 billion in Taylor, Texas, for a new chip plant and maintains massive investments in South Korea to lead the semiconductor sector.
- ......o TSMC and Intel: Announced joint investments exceeding $220 billion globally to increase chip manufacturing capacity (fabs).
- ......o Apple: Increases its commitment in the US in collaboration with Broadcom and GlobalFoundries for 5G components.
- 3. Technology and Automation in Factories:
- Modern plants, such as Samsung's, incorporate a high level of automation (up to 57% in some facilities in Mexico), using robots for precision assembly, compressed air cleaning, and laser scanning.
- Production lines are designed to maximize speed, assembling a phone every few seconds.
- Manufacturing Costs:
- Analyses of high-end models (such as the iPhone 16 Pro Max and the Galaxy S25 Ultra) indicate manufacturing costs that range from $485 to $579 USD, highlighting the high investment in components such as AMOLED screens and processors, leaving gross profit margins exceeding $700 USD per unit.
- Investments in Latin America (Argentina):
- • Xiaomi: Made initial investments exceeding 600 million pesos to begin local production of cell phones in Argentina, with plans to invest an additional 1.5 billion pesos over two years.
- • Mirgor: Acquired the cell phone manufacturing operation in Tierra del Fuego, including licenses from Samsung and LG.