China's tighter rare earth export controls are disrupting Apple's plan to expand manufacturing in India as Dixon Technologies solidifies its status as the local largest mobile phone manufacturer by shipments

India and the UK have finalized a historic Free Trade Agreement (FTA), a move hailed by senior Indian leaders as a major stride toward strengthening bilateral trade ties. Union Home Minister and Minister of Cooperation Amit Shah lauded the agreement on X (Twitter), calling it a "landmark in global trade" and a testament to Prime Minister Narendra Modi's "people-centric trade diplomacy." The pact is expected to open new market access across sectors, including agriculture, marine products, engineering, electronics, software, chemicals, and automobiles

Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026, the company outlined plans to boost capacity, localize key components, and capture a larger share of India's smartphone and display manufacturing market

Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With nearly 9.66 million smartphones shipped, the company solidified its position as India's top domestic handset maker while accelerating its push into export markets

Dixon Technologies has decided to pause plans to enter bare PCB manufacturing, citing limited financial upside despite government incentives. During its fiscal first-quarter 2025 earnings call, the company stated that it will instead focus on PCB assembly and high-growth segments, such as industrial and automotive, aligning with its long-term strategic priorities

On July 22, Dixon Technologies reported strong financial results for the first quarter of fiscal year 2025, driven largely by its fast-growing Mobile and Electronics Manufacturing Services (EMS) division. The company posted a net income of INR2.25 billion (approx. US$26.06 million), marking a 68% year-over-year increase, while revenue surged 95% to INR128.4 billion for the three-month period ending June 2025

Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an essential component used in high-performance magnets inside AirPods. The shortage reflects the growing impact of geopolitical tensions on global tech supply chains

Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments, while continued demand for older models helped Apple navigate a competitive landscape and weak organic demand across the industry

Qualcomm Technologies showcased its latest spatial computing innovations during the Snapdragon for India – XR Day event held on July 21, 2025, in New Delhi, reaffirming its confidence in smart glasses as the next major consumer tech platform. With a focus on India's tech-savvy population and booming 5G ecosystem, Qualcomm aims to lead the XR revolution in the region

Reliance Industries, led by billionaire Mukesh Ambani, expects its much-anticipated clean energy gigafactories in Jamnagar, Gujarat, to become operational over the next four to six quarters

Synopsys is playing a key role in India's growing semiconductor ambitions, partnering closely with Tata Electronics to support what may become the world's first AI-based semiconductor foundry at Dholera in Gujarat

India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculations

Tata Electronics and Robert Bosch GmbH have signed a Memorandum of Understanding (MoU) to collaborate across critical areas in the electronics and semiconductor sectors. The agreement was signed by Dr. Randhir Thakur, CEO & MD of Tata Electronics, and Dirk Kress, executive vice president of Semiconductor Operations at Bosch

Tesla finally set up its first show room in India after a nine-year journey amid steep Indian duties against importe vehicles. India looks to attract investments from financial institutions to Gujarat as the state is building itself as a chip hub

India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech facility in Bhopal, highlighting Central India's growing role in the country's push to attract electronics production beyond China