Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile, Apple's iPhone exports to the US are surging under the same scheme, even as Samsung gains US market share through Vietnam production

India's Economic Times reports that Wistron Group plans to invest about INR10 billion (US$115.30 million) to establish an electronics manufacturing plant in Telangana, targeting servers, routers, and switches production. However, industry sources suggest the investment might be from a Wistron subsidiary, not the parent company

US-based electronics manufacturer Jabil is close to completing its new plant in Sanand, Gujarat, Union Minister of Electronics and IT Ashwini Vaishnaw confirmed on X on July 26, 2025. The company is investing over INR20 billion (around US$238 million) in manufacturing silicon photonics and electronic manufacturing services at the site

Below are the top DIGITIMES Asia stories from July 21 to 27, 2025. The top three topics include MediaTek winning Meta's order for 2nm ASIC; Asus, Microsoft revive Xbox hardware with ROG handheld launch; and YMTC plans to pilot a fully China-made NAND line in 2025

Dixon Technologies has received approval from India's Ministry of Electronics and Information Technology (MEITY) to set up a joint venture with Longcheer Intelligence. The clearance falls under the Foreign Exchange Management (Non-Debt Instruments) Rules, 2019, and includes Press Note 3 (PN3) approval—mandatory for investments from entities linked to countries sharing land borders with India

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