Emphasis on component manufacturing
India’s electronics sector is growing rapidly and is now strengthening its hold even in a big market like China. According to government officials and industry experts, Apple’s suppliers have so far exported components and sub-assemblies worth $2.5 billion to China in the financial year 2025-26 (FY26). This is a record level so far and clearly reflects the initial success of the government’s Electronics Component Manufacturing Scheme (ECMS).
Increasing exports to China, new trend begins
Earlier, where mobile and other electronics parts used to come to India from China, now the picture is changing. India is now sending electronics components to China only. According to the industry, India’s electronics exports to China can reach $3.5 billion in FY26, out of which $2.8 billion has been exported till January. In FY25 this figure was around $920 million.
Apple’s big role
Experts say that the biggest reason for this increase is Apple’s creation of a strong manufacturing network in India. Due to Smartphone PLI Scheme and ECMS, quality production has become possible in India, due to which now the parts made here are being exported to China also. In the last five years, Apple made iPhones worth $70 billion in India, of which about 73% were exported.
These companies increased exports
Companies like Foxconn, Tata Electronics, Pegatron, Motherson, Salcomp, TRIL Bengaluru and Yuzhan Technology have contributed significantly to this growth. These companies are manufacturing and exporting essential components like PCBAs, mobile bodies, flex parts and buttons.
Government’s next focus and prospects
After the success of the smartphone PLI scheme, the government is now emphasizing on component manufacturing. The industry is demanding PLI 2.0 so that this momentum continues. Experts believe that in the coming time, India can achieve 30-35% share of global mobile production and become a major power in the electronics supply chain.
