Silicon Dreams: Can India Outgrow Its EMS Assembly Tag?

290 Views21 Apr 2025 06:33
SUMMARY
  • India leads in electronics assembly but imports 94% of components. EMS 2.0 seeks to change this dynamic with local manufacturing
  • Display modules and PCBs offer growth potential with new manufacturing facilities being built nationwide to reduce import dependence
  • 2025's $2.7B PLI scheme for components aims to attract $7B investment and create 91,600 new jobs across the electronics sector
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Viral Kishorchandra Shah
Partner at Exencial Research
Exencial Research
IndiaEquity Bottom-UpThematic (Sector/Industry)
  • Silicon Dreams: Can India Outgrow Its EMS Assembly Tag?
    21 Apr 2025
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