As US President Donald Trump mounts tariffs against exporters, India's EMS players are benefiting due to the relatively lower duties on Indian goods.
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
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.
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
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.
India ramps up notebook manufacturing as global brands shift in response to rising tariffs on Chinese exports
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.
Tesla exploring Indian suppliers to diversify away from China
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.
Tesla eyes India entry but timeline remains unclear amid tariff hurdles and policy talks
Tesla is actively exploring 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.
XPeng has no timetable to enter India despite global expansion push
According to the 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.
Delta Electronics sees India gains amid global tariff war, eyes local expansion
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.
VVDN powers India's tech shift with new innovation hub amid global manufacturing exodus
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.
Ericsson partners with VVDN to fully localize antenna production in India
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.
Article edited by Jack Wu
