Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country.
US 25% tariff jolts India's electronics sector and Apple
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage against Vietnam in the US market and complicates Apple's supply chain strategy. However, based on past adjustments to US tariff policy, there may still be room for negotiation to mitigate the impact on critical sectors.
Foxconn expands global footprint in Vietnam, India, and Mexico as China production assets decline
Foxconn has increased its investment globally, particularly in India and North America, as part of a long-term strategy to expand its global manufacturing footprint amid shifting geopolitical dynamics and trade barriers.
Tariff pressures, PLI scheme drive diverging export fortunes for Samsung and Apple
Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile, Apple's iPhone exports to the US are surging under the same scheme, even as Samsung gains US market share through Vietnam production.
Wistron has no EMS plans for Telangana; focus remains on service operations in India
India's Economic Times reports that Wistron Group plans to invest about INR10 billion (US$115.30 million) to establish an electronics manufacturing plant in Telangana, targeting servers, routers, and switches production. However, industry sources suggest the investment might be from a Wistron subsidiary, not the parent company.
Dixon Technologies gets Indian nod for JV with China-based Longcheer's unit
Dixon Technologies has received approval from India's Ministry of Electronics and Information Technology (MEITY) to set up a joint venture with Longcheer Intelligence. The clearance falls under the Foreign Exchange Management (Non-Debt Instruments) Rules, 2019, and includes Press Note 3 (PN3) approval—mandatory for investments from entities linked to countries sharing land borders with India.
MediaTek leads India's smartphone market rebound
India's smartphone market rebounded in the second quarter of 2025, growing 8% in volume and 18% in value year-over-year, according to Counterpoint's market tracker. The recovery was fueled by a 33% rise in new launches, aggressive marketing, and strong summer sales, with brands offering bigger discounts, easy EMIs, and bundled deals, especially in mid and premium segments.
India-based Amber Group to acquire controlling stake in Israeli automation firm Unitronics
Indian electronics manufacturer Amber Group's subsidiary, IL JIN Electronics India Pvt Ltd, has signed definitive agreements to acquire a controlling stake in Unitronics, an Israeli industrial automation company listed on the Tel Aviv Stock Exchange.
Article edited by Jack Wu
