According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment
Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly and Test (OSAT) facility in Assam, according to sources cited by The Economic Times
Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain beyond China amid rising trade tensions and highlights India's growing role in Apple's manufacturing strategy
According to Daiji World, Optiemus Unmanned Systems (OUS), a division of Optiemus Infracom, has joined forces with Taiwan-based Avix Technology to co-develop and manufacture high-performance drone cameras, gimbals, and components in India
Taiwan-based panel maker Emerging Display Technologies (EDT) and Japan's Nippon Seiki signed a joint venture agreement on April 25, 2025, to establish EDT-India Private Limited, focusing on automotive TFT LCD module production. Located in Sri City, Andhra Pradesh, the new plant aims to start mass production by 2027
The Indian government recently announced that Samsung Electronics will invest approximately US$110 million in its home appliance production line at the Sriperumbudur factory in Tamil Nadu, where worker strikes occurred in 2024
Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian outlets citing sources indicate Tata Electronics may invest INR20 billion (US$234.11 million) in component manufacturing under the government's INR230 billion (US$2.69 billion) incentive scheme, a rumor Tata Electronics declined to comment on
India has been actively seeking to attract Tesla, but the company remains cautious. Tesla CFO Vaibhav Taneja noted in a recent earnings call that while there's interest in expanding into India, the timing is still being carefully evaluated. In light of US-China tariff disputes, Tesla's potential entry into the Indian market has taken on geopolitical significance
Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of the upcoming iPhone 17 in India
Vietnamese electric vehicle (EV) maker VinFast is shifting gears toward Asia, accelerating its expansion in the region with new manufacturing plants in India and Indonesia as its US ambitions stall amid rising tariffs and logistical costs
As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions
Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics manufacturers like Samsung Electronics, which has substantial production facilities in both countries. As a result, Samsung is reportedly considering shifting some of its smartphone manufacturing from Vietnam to India, following similar moves by other tech giants like Alphabet
Tesla is actively exploring entering the burgeoning Indian automotive market, but significant hurdles remain, primarily due to the country's steep tariff structure. During a recent earnings call, Tesla CFO Vaibhav Taneja addressed a question regarding geographic expansion, specifically mentioning India as a key target for a potential launch in the coming years
