Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major Android brands, while Luxshare expands through acquisitions, reducing reliance on Apple. As Taiwanese firms pivot towards AI and other sectors, this trend underscores the need for new revenue streams amid a maturing market

Foxconn has unveiled plans for substantial international investments. The tech manufacturing giant has announced these investments, which collectively total approximately US$160 million, as a strategic move to bolster its operational capacity in key overseas markets

As AI software and hardware giants turn their attention to India for profitable opportunities, the US's recent AI chip export controls limiting India's access to advanced processors have stirred concerns about the impact on strengthening US-India relations amid enduring ties between India and Russia

Lenovo is set to more than double its smartphone and notebook production in India from 6.4 million in fiscal 2024 to over 12 million units in fiscal 2025, driven by the production-linked incentive (PLI) scheme. This move aims to reduce imports, foster a local component ecosystem, and enhance Lenovo's manufacturing footprint in India

Indichip Semiconductors Ltd, in collaboration with Japan's Yitoa Micro Technology, is set to make a significant leap in India's electronics sector by establishing the nation's first private semiconductor plant in Andhra Pradesh. The ambitious project pegged at an investment of INR140 billion (US$1.62 billion), will focus on the production of silicon carbide (SiC) chips, a crucial component in the advancement of energy-efficient technologies

The impending return of Donald Trump to the White House may trigger significant global economic disruption. The president-elect's threats to increase tariffs on Vietnamese and Mexican imports could severely impact the supply chains that Taiwanese companies have been developing in recent years

China's government is reportedly interfering with Apple's efforts to relocate its supply chain, creating significant challenges for manufacturing partner Foxconn in its expansion to India

India-based Syrma SGS Technology Limited and Taiwan-based MSI have partnered to initiate local notebook production in India amid India's push for local IT hardware manufacturing

India has hit roadblocks in its efforts to build a local display fab. The country is reportedly considering fresh incentives for electronics manufacturers

Growing geopolitical risks in Russia and China, coupled with mounting uncertainty in North America due to former President Trump's protectionist policies, are prompting Japanese companies to recalibrate their investment strategies. A recent survey by the Japan External Trade Organization (JETRO) reveals India emerging as the most promising market for Japanese investments in 2024

The changing landscape of US-Sino relations has spurred a shift toward regional and local manufacturing bases, positioning India as an attractive destination for global production given its vast market potential