India's startup journey has long been driven by software-led growth, with thousands of ventures building SaaS tools, consumer apps, and IT platforms. But now, a quiet shift is underway

Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam

According to Nikkei, Japanese semiconductor materials maker Fujifilm reportedly plans to set up a factory in Gujarat, India, aiming to start production by 2028. The company expects to acquire land by 2025 and begin construction in 2026, with several billion Japanese yen investment. The plant will produce chemicals for semiconductor processing and developer solutions, initially supplying Tata Electronics, part of the Tata Group, which is building a semiconductor fab in Gujarat with Taiwan's Powerchip Semiconductor Manufacturing Corporation (PSMC)

According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following key government initiatives aimed at boosting local manufacturing

Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly and Test (OSAT) facility in Assam, according to sources cited by The Economic Times

Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain beyond China amid rising trade tensions and highlights India's growing role in Apple's manufacturing strategy

According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment

Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities

The Adani Group has paused discussions with Israel's Tower Semiconductor over a proposed US$10 billion semiconductor project in India, according to two people familiar with the matter, Reuters reported. The Indian conglomerate decided to halt talks after internal evaluations raised concerns about the project's strategic fit and uncertain demand outlook in the Indian market

Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership expands Dixon's footprint in high-growth segments, supporting the Make in India initiative through local manufacturing of notebooks, servers, desktops, and related components

Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components, according to The Economic Times, which cites sources familiar with the matter. This move comes amid industry speculation that other major players, such as Dixon Technologies and Tata Electronics, are also preparing to apply for the scheme

According to Daiji World, Optiemus Unmanned Systems (OUS), a division of Optiemus Infracom, has joined forces with Taiwan-based Avix Technology to co-develop and manufacture high-performance drone cameras, gimbals, and components in India

Taiwan-based panel maker Emerging Display Technologies (EDT) and Japan's Nippon Seiki signed a joint venture agreement on April 25, 2025, to establish EDT-India Private Limited, focusing on automotive TFT LCD module production. Located in Sri City, Andhra Pradesh, the new plant aims to start mass production by 2027

The Indian government recently announced that Samsung Electronics will invest approximately US$110 million in its home appliance production line at the Sriperumbudur factory in Tamil Nadu, where worker strikes occurred in 2024

Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian outlets citing sources indicate Tata Electronics may invest INR20 billion (US$234.11 million) in component manufacturing under the government's INR230 billion (US$2.69 billion) incentive scheme, a rumor Tata Electronics declined to comment on