Overview
- Regulatory documents reported by Reuters show Foxconn subsidiary Fushan applying to add capacity in Vietnam for up to 4.8 million Microsoft Xbox gaming devices per year.
- Luxshare-ICT filed plans to build roughly 4.5 million game consoles annually at a Vietnam facility, with the proposed ramp noted to begin in 2026.
- The filings do not confirm which consumer brands Luxshare will produce, while Fushan’s application specifies Xbox devices.
- Manufacturers are pursuing Vietnam expansion to ease price pressures tied to U.S.–China trade policies, rising DRAM and component costs, and supply strains connected to AI data-center demand.
- Context from recent reporting notes Microsoft has split Xbox Series X silicon between retail consoles and cloud servers as Xbox Cloud Gaming usage rose about 45% year over year, with Grand Theft Auto 6 expectations cited as a potential driver of hardware demand.