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

As US President Donald Trump mounts tariffs against exporters, India's EMS players are benefiting due to the relatively lower duties on Indian goods

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

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

According to Economic Times, XPeng vice chairman and president Brian Gu has acknowledged India's promising potential in the EV sector while cautioning that the market remains complex and challenging, adding that the company is closely monitoring India but has yet to set a timeline for entry

India's INR170 billion (approx. US$2 billion) Production Linked Incentive (PLI) scheme for IT hardware appears to be gathering pace as global notebook brands increasingly partner with Indian contract manufacturers to localize production as companies like Asus, MSI, HP, Lenovo, and Acer are now tapping into India's growing electronics ecosystem to scale operations and meet localization norms

Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The initiative is part of the company's broader supply chain strategy and aligns with India's ongoing 5G rollout

According to Electronics For You and The Machine Maker, India-based electronics manufacturer VVDN Technologies has announced the inauguration of its state-of-the-art Mechanical Innovation Park in Manesar, Gurugram, Haryana, alongside the launch of its largest surface mounting technology (SMT) line at the Global Innovation Park

As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift from Vietnam to India supports the growing US-India trade relationship, which aims for US$500 billion in bilateral trade by 2030

Tesla has recently shown strong interest in India, with CEO Elon Musk announcing plans to revisit the country later in 2025. Tesla is also reportedly exploring potential suppliers in India

US Vice President JD Vance began a four-day visit to India on April 21, 2025, aiming to strengthen bilateral ties and address trade concerns, especially amid potential US tariffs linked to the "America First" policy