Partner at Exencial Research, Exencial Research

Viral Kishorchandra Shah

Partner at Exencial Research

Exencial Research

Thematic (Sector/Industry)

India Capital goods / Thematic (Sector/Industry)

<ul>
<li>India leads in electronics assembly but imports 94% of components. EMS 2.0 seeks to change this dynamic with local manufacturing</li>
<li>Display modules and PCBs offer growth potential with new manufacturing facilities being built nationwide to reduce import dependence</li>
<li>2025's $2.7B PLI scheme for components aims to attract $7B investment and create 91,600 new jobs across the electronics sector</li>
</ul>


India leads in electronics assembly but imports 94% of components. EMS 2.0 seeks to change this dynamic with local manufacturing
Display modules and PCBs offer growth potential with new manufacturing facilities being built nationwide to reduce import dependence
2025's $2.7B PLI scheme for components aims to attract $7B investment and create 91,600 new jobs across the electronics sector


Sona Blw Precision Forgings Lt (SONACOMS IN)

Silicon Dreams: Can India Outgrow Its EMS Assembly Tag?