India now has a better opportunity to transform global technology manufacturing operations because of escalating US-China tariff tensions. The global technology industry undergoes transformation because US President Donald Trump eliminated tariff exceptions while demanding a 20% tax on Chinese semiconductor products and smartphones and electronics. The unclear trade environment drives technology companies to find dependable manufacturing sites which India is actively seizing.
The combination of India’s extensive consumer market and proficient workforce together with government-backed PLI scheme programs emerges at an opportune moment. The manufacturing of global iPhones in India reached 14% in 2024 and analysts predict this number will double by the next year. Apple together with Foxconn and Tata Electronics and Pegatron have initiated increased investments in India to reach their goal of domestic iPhone production reaching 25% by 2028.
The major infrastructure development includes Micron’s semiconductor facility in Gujarat alongside Vedanta-Foxconn’s $19.5 billion investment for chip and display glass manufacturing. The country has started developing PCB manufacturing facilities and critical minerals processing facilities and ATMP capabilities.
The opportunity for India to transform global technology manufacturing exists at a strategic time. India will establish itself as a main production center for electronics and semiconductors by maintaining its focus on supply chain resilience.
