India is poised to become the biggest winner in global smartphone manufacturing in 2025, thanks to surging export demand from Apple and Samsung, according to Counterpoint Research. The country is expected to capture a record 20% share of global smartphone output, even as the overall industry faces a 1% decline due to tariffs and economic headwinds.
Key Highlights:
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India’s Manufacturing Leap: India’s output is projected to grow in double digits, driven by Apple and Samsung’s production shift away from China.
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Tariff Troubles for China: China is expected to see a decline in output due to tariff impacts and domestic underperformance, prompting global brands to diversify.
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EMS Investment Surge: Global electronics manufacturing services (EMS) giants and local players are ramping up investments, enhancing India’s production capacity and complexity.
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Policy Push: The Indian government’s Electronics Components Manufacturing Scheme (ECMS) is incentivizing componentlevel investments, strengthening the supply chain ecosystem.
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LongTerm Advantage: Analysts say India’s refined manufacturing ecosystem, built over a decade, is now capable of handling highvolume, highcomplexity production.
With Apple and Samsung leading the charge, India is not just filling a gap left by China—it’s redefining its role as a global manufacturing powerhouse.
Sources: The Hindu BusinessLine, MSN, ET Telecom