In 2025, rising geopolitical tensions reshaped global technology and manufacturing, boosting Southeast Asia as a key hub for data centers, advanced manufacturing, and AI. The Johor-Singapore Economic Zone enhanced cross-border integration, strengthening Singapore's "Singapore+1" strategy, while Johor emerged as a major data center cluster amid sustainability concerns.
Ola Electric Mobility said it has begun scaling up deliveries of its S1 Pro+ electric scooter powered by the 4680 Bharat Cell across several southern Indian states, according to a press release filed with stock exchanges on December 28, 2025.
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established backend hubs rather than solely against local peers.
South Korea's battery equipment industry has secured a series of large orders tied to India's rapidly expanding battery manufacturing investments, marking a long-awaited breakthrough after months of intense competition with Chinese suppliers, according to Ddaily, TheElect, and Nate.
Chinese electric vehicle manufacturers now hold nearly 30% of the Indian EV market, marking a significant shift amid New Delhi's consideration of easing investment restrictions. This development follows years of protective policies and high tariffs designed to shield domestic players such as Tata Motors and Mahindra & Mahindra from foreign competition.
Japanese firms like Rohm and AOI Electronics built partnerships with Indian partners. Foxconn is mimicking its strategy in China, setting up a factory city in India.
