India has achieved a significant milestone in electronics manufacturing, with Apple’s suppliers exporting components and sub-assemblies worth a record $2.5 billion to China in FY26.
The surge has been driven by the government’s Electronics Component Manufacturing Scheme (ECMS), which aims to boost domestic production and reduce reliance on imports. Industry experts say this marks an early success of the policy initiative.
What makes this development notable is the reversal of traditional trade flows. For years, China exported key electronic components to India for assembly. Now, Indian manufacturers are supplying components to China, signaling a shift in global supply chains.
The exports include critical components such as printed circuit board assemblies, mechanical parts, and other sub-assemblies used in Apple products.
This growth has been fueled by Apple’s expanding manufacturing ecosystem in India, supported by government initiatives like the Production Linked Incentive (PLI) scheme and ECMS.
With projections suggesting exports could reach $3.5 billion, India is steadily positioning itself as a major global hub for electronics manufacturing and supply chains.
