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POLICY SCAN
India-Oman Joint Statement during the
visit of Prime Minister of India, Shri Narendra Modi to Oman
Press Information Bureau (PIB) | 18 December 2025
Prime Minister
Narendra Modi paid an official visit to Oman on 17–18
December 2025 at the invitation of Sultan Haitham bin Tarik,
marking 70 years of diplomatic relations between the two
countries. The leaders reviewed strong bilateral ties across
trade, investment, defence, energy, technology, and
people-to-people relations, and reaffirmed cooperation under
the Joint Vision Document adopted in 2023. Both sides
highlighted the alignment between Oman’s Vision 2040 and
India’s Viksit Bharat 2047, agreeing to deepen collaboration
as part of their longstanding and multifaceted strategic
partnership.
Read More
India and Netherlands Establish Joint
Trade and Investment Committee to Strengthen Bilateral
Economic Cooperation
Press Information Bureau (PIB) | 19 December 2025
India and the Netherlands have signed an MoU
to establish the India–Netherlands Joint Trade and
Investment Committee (JTIC), strengthening bilateral trade,
investment, and economic cooperation. The JTIC will provide
a formal framework for regular dialogue to review trade
relations, promote two-way investments, address barriers,
and explore collaboration in sectors of mutual interest. It
will be co-chaired by senior officials from India’s Ministry
of Commerce and Industry and the Netherlands’ Ministry of
Foreign Affairs.
Read More
Companies Act Rules Amended to Expand
Small Company Definition
KNNIndia.co.in | 23 December 2025
The Ministry of Corporate Affairs has
expanded the definition of a “small company” under the
Companies Act, allowing firms with higher turnover and
paid-up capital to qualify. This reduces compliance and
regulatory burdens, lowers costs, and offers greater
flexibility. The move is expected to support startups,
family-owned businesses, and MSMEs by improving ease of
doing business, facilitating access to funding, and enabling
companies to focus more on growth and innovation rather than
administrative requirements.
Read More
India & New Zealand Conclude Financial
Services Annex of Free Trade Agreement
KNNIndia.co.in | 23 December 2025
India and New
Zealand have concluded the Financial Services Annex of their
Free Trade Agreement, aimed at improving market access,
regulatory transparency, and cross-border financial
services. The pact is expected to benefit banks, insurers,
asset managers, and fintech firms by encouraging investment,
innovation, and closer financial sector cooperation, while
strengthening overall bilateral trade and economic ties.
Read More
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INDUSTRY SCAN
General
IPhone
chips to be made in India? Apple in talks with Indian chip
manufacturers; why it's significant
The Times of India | 17 December 2025
Apple is in
talks with CG Semi, an Indian chip manufacturer, for the
assembly and packaging of components for the iPhone. This
development could significantly advance India's
semiconductor sector and provide Apple with increased
stability and variety in its supply chain.
Read More
India and Russia push JVs in critical
minerals, rare earths
The Economic Times | 19 December 2025
India and
Russia are intensifying efforts to pursue joint projects in
critical minerals and rare earths, essential for green
energy and modern technology. The two countries aim to boost
trade and deepen cooperation in exploration, processing, and
refining technologies for these elements.
Read More
Major boost for trade in electronics,
marble, services sector in India-Oman FTA: Commerce Secy
Business Today | 19 December 2025
The India-Oman Comprehensive Economic
Partnership Agreement (CEPA) aims to boost trade and
economic ties between India and Oman. The agreement offers
India new opportunities in the services sector, with Oman
opening up 100% Foreign Direct Investment (FDI) for India.
Additionally, the agreement will facilitate trade in
electronics, marble, and other sectors, strengthening
economic ties between the two nations.
Read More
India’s bare PCB manufacturing set for
45% CAGR surge
The Economic Times | 23 December 2025
India’s bare
printed circuit board (PCB) manufacturing is expected to
grow at a 45% CAGR through FY29, driven by government
incentives and a shift towards high-value complex PCBs. This
growth will reduce import dependence and support the broader
electronics industry, which is projected to reach $450
billion by FY30. The Electronics Component Manufacturing
Scheme (ECMS) and other initiatives are encouraging domestic
production of components like PCBs, laminates, and camera
modules.
Read More
From leading defence importer to
exporter: Make in India, for the world - how 2025 was the
year of reforms
The Times of India | 26 December 2025
2025 has been
marked as the Year of Reforms for India’s defence sector,
with a strong focus on emerging domains such as cyber and
space, AI, machine learning, hypersonics and robotics. The
year saw major milestones, including DRDO’s showcase of the
Hypersonic Glide Vehicle and Transporter Erector Launcher
under the Long-Range Anti-Ship Missile programme, alongside
the unveiling of advanced unmanned systems, AI-driven
imaging seekers, and other next-generation technologies.
Supported by a broad ecosystem of industry, start-ups, DPSUs,
academia and global partners, India’s defence production
reached ₹1,50,590 crore, with the private sector
contributing about 23%, underscoring the push for
self-reliance and global competitiveness.
Read More
Uttar Pradesh has emerged as a key hub
for electronics manufacturing
The Times of India | 27
December 2025
Uttar Pradesh has emerged as a major hub for electronics
manufacturing, further cementing its position as one of
India’s fastest-growing destinations in the sector. State
minister for electronics and IT, Sunil Kumar Sharma, flagged
off the Bharat Electronics Yatra—an industry and buyer
outreach initiative by electronica India and productronica
India, organised by Messe Muenchen India—highlighting the
state government’s commitment to strengthening electronics
manufacturing, supply chains, and regional industry
participation through supportive policies, strong industrial
infrastructure, development of manufacturing clusters, and
focused efforts to attract investments across the value
chain.
Read More
Budget 2026 measures can upgrade
India’s supply chain in its bid to match up with China
The Economic Times | 30
December 2025
India’s Union Budget 2026 aims to address its growing trade
deficit and reduce reliance on China, particularly in
sectors like machinery, electronics, and chemicals. The
government is considering a mix of higher customs duties and
targeted fiscal incentives for around 100 products, focusing
on strengthening domestic manufacturing and supporting MSMEs.
Additionally, the budget will likely emphasise securing
critical minerals, boosting semiconductor production, and
promoting a green energy transition.
Read More
Need seamless coordination among
ministries to bolster self-reliance in critical minerals:
Parliamentary panel
The Economic Times |
30 December 2025
India has the world’s third-largest rare earth
reserves at about 6.9 million tonnes of rare earth oxide,
but its production remains among the lowest globally,
exposing a significant gap between resource potential and
actual output, according to an Amicus Growth report. China
leads with 44 million tonnes of reserves, followed by Brazil
at 21 million tonnes, while Australia, Russia, Vietnam, and
the United States also hold substantial reserves.
Read More
Gen Z stands at the heart of India’s
big manufacturing pivot
The Economic Times | 31
December 2025
Generation Z is poised to drive India’s growth in
electronics and semiconductor manufacturing, transforming
the country from a low-cost assembly base to a global hub
for innovation. Their digital fluency, comfort with
automation and AI, and appetite for innovation position them
perfectly for smart manufacturing. Industry leaders
emphasise the need to nurture this demographic, bridging
capability gaps and fostering a culture of curiosity and
flexibility.
Read More
All About World's Most Advanced 2nm
Chips Now In Mass Production In Taiwan
NDTV | 31 December 2025
Taiwan’s TSMC has begun mass production of next-generation
2-nanometre chips, marking a major leap in computing
performance and energy efficiency. By packing more
transistors into a new chip structure, the technology
promises faster laptops, lower carbon footprints for data
centres, quicker object detection in self-driving cars, and
more efficient artificial intelligence processing. Industry
experts say the advances will benefit both consumer devices
and data centre AI chips by enabling faster, more capable,
and energy-efficient computing.
Read More
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Information Technology
New US H-1B rules could hit Indian IT
firms as DHS ends lottery
CNBC TV18 | 23 December 2025
The US
Department of Homeland Security has announced a major
overhaul of the H-1B visa program, replacing the random
lottery with a weighted selection system that prioritises
higher-skilled and higher-paid foreign workers to protect
American wages and jobs. While the annual cap of 65,000
visas plus 20,000 for advanced degree holders remains
unchanged, applications offering higher wage levels will
have better chances of selection. Set to take effect from
February 27, 2026, for the FY 2027 cap season, the reform
aims to curb misuse of the program and aligns with broader
measures, including a new $100,000 additional visa fee,
reinforcing the Trump Administration’s “America First”
policy stance.
Read More
Risk of AI disruption to white-collar
jobs lower in India: IT Secretary
Business Standard | 25 December 2025
India faces a
lower risk of AI-led disruption to cognitive jobs than
Western economies due to its smaller share of white-collar
roles and the dominance of STEM-based employment, IT
Secretary S Krishnan said. He noted that AI’s real impact
will come from developing sector- and use-specific
applications, a process that will require large numbers of
trained professionals—an area where India has a clear
advantage and is likely to see new AI-driven job
opportunities emerge.
Read More
Consumer Electronics
Smartphones fuel 38% jump in electronics export in FY26,
shows data
Business Standard | 20
December 2025
India’s electronics exports rose sharply to $31
billion in the first eight months of FY26, marking a 38%
increase over the same period last year, according to the
Ministry of Commerce & Industry. The sector emerged as the
fastest-growing among India’s top 30 export categories, led
by smartphones, which accounted for 60% of exports at $18.7
billion. Apple alone contributed $14 billion through iPhone
exports, representing over 45% of total electronics export
value.
Read More
Industry may be flat in 2026; we aim
for double-digit growth: Samsung India
Business Standard | 23
December 2025
Samsung India is targeting double-digit growth in the
coming year despite expecting the overall consumer
electronics industry to remain largely flat amid challenging
macroeconomic conditions. JB Park, president and CEO of
Samsung Southwest Asia, cited factors such as a weak rupee,
economic slowdown, and lingering inflationary pressures
despite GST cuts, noting that these conditions could dampen
broader industry growth.
Read More
Bharti, PE investor Warburg pick up
49% in electronics maker Haier India
The Times of India |
25 December 2025
Bharti Enterprises and Warburg Pincus have announced
a strategic investment to jointly acquire a 49% stake in
Haier India, the Indian arm of China’s Haier Group, marking
the second major instance after MG Motor of a Chinese firm
diluting ownership in its India business. While the deal
value was not disclosed, the partnership aims to accelerate
Haier India’s growth by combining Haier’s global innovation
capabilities with Bharti’s strong local networks and Warburg
Pincus’ expertise in scaling brands. Haier Group will retain
a 49% stake, with the remaining 2% held by Haier India’s
management.
Read More
Premiumisation, smart products to
drive appliances and consumer electronics sector in 2026
The Hindu Business
Line | 28 December 2025
India’s appliances and consumer electronics sector is
poised to become the world’s fourth-largest market by FY27,
with revenues expected to reach ₹3 lakh crore by FY29,
driven by rising incomes, growing rural aspirations, and
easier consumer financing. From 2026, growth is likely to be
steady and quality-focused as companies comply with stricter
BEE energy efficiency norms while investing in localisation,
expanded manufacturing, and AI-led innovation. With Tier II
and III cities fuelling demand and connected homes gaining
traction, the sector is set to compete with global markets
in both scale and sophistication.
Read More
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Telecom
Telecom
exports up 72% since FY21, imports steady at ₹51,000 cr:
Scindia
Business Standard | 17
December 2025
India’s telecom exports have grown 72% over the past
five years, rising from ₹10,000 crore in FY21 to ₹18,406
crore in FY25, while imports have remained stable at around
₹51,000 crore, Union Communications Minister Jyotiraditya
Scindia told the Lok Sabha. He said the trend reflects
India’s increasing self-reliance in the telecom sector. On
satellite communications, Scindia added that the government
is taking steps to ensure nationwide availability of
services, with the aim of offering a full range of telecom
options so consumers can choose based on their needs and
price preferences.
Read More
China Takes India To WTO Over Telecom
Tariffs, 'Make In India' Subsidies
NDTV Profit | 19
December 2025
China has escalated its trade dispute with India by
initiating WTO proceedings against New Delhi’s tariff and
subsidy policies covering telecom products and photovoltaic
manufacturing. Beijing said it sought consultations on
December 19, 2025, alleging that India’s tariffs breach WTO
tariff commitments and national treatment rules, and that
its subsidy measures amount to prohibited
import-substitution support that unfairly favours domestic
manufacturers over foreign suppliers, including Chinese
firms.
Read More
TRAI issues recommendations on use of
foreign SIMs in export-focused IoT devices
The Economic Times -
Telecom | 30 December 2025
 The
Department of Telecommunications has implemented the
National Frequency Allocation Plan 2025 (NFAP-2025),
designating the 6425–7125 MHz band for mobile services under
International Mobile Telecommunications. The move is
expected to significantly boost mid-band spectrum
availability for 5G, 5G Advanced, and future 6G networks,
amid ongoing lobbying by telecom operators such as Reliance
Jio, Bharti Airtel, and Vodafone Idea for full allocation of
the 6GHz band for mobile use.
Read More
New telecom security measures to
accelerate indigenous manufacturing, cuts compliance burden:
Jyotiraditya Scindia
The Economic Times -
Manufacturing | 30 December 2025
The Department of Telecommunications, through the
National Centre for Communication Security, has introduced
major reforms to strengthen India’s telecom security
ecosystem while easing regulatory compliance for the
industry, Union Communications Minister Jyotiraditya Scindia
said. The measures aim to boost indigenous manufacturing and
testing capabilities, support sustainable industry growth,
and advance the government’s “Make in India, Make for the
World” vision.
Read More
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EV’s & Auto Electronics
India's
EV Sales Projected to Reach 22 Million Units by 2035: KPMG
Autocar Professional |
15 December 2025
India’s electric vehicle sales are expected to surge
to 22 million units by 2035, with EV penetration exceeding
50% across most vehicle segments, according to a KPMG report
on supply chain risks for critical minerals. The study
highlights challenges in securing raw materials essential
for the EV transition and outlines strategies to build
supply chain resilience, noting that EV sales rose to about
1.5 million units in FY25 as penetration increased from 0.7%
in 2020 to 5.9% in 2025.
Read More
Ola Electric says it has secured Rs
366.78 crore PLI-Auto incentive for FY25
The New Indian Express | 25 December 2025
 Ola
Electric has received a sanction order from the Ministry of
Heavy Industries approving the release of ₹366.78 crore in
incentives under the PLI-Auto Scheme for claims related to
FY 2024–25. The amount, sanctioned as demand incentive based
on determined sales value, will be disbursed through IFCI
Limited in line with the scheme’s applicable terms and
conditions.
Read More
Over 27,000 EV chargers set up at
petrol pumps across India
The Economic Times | 26 December 2025
India significantly expanded its electric vehicle
charging network in 2025 with the installation of thousands
of new charging stations at petrol pumps nationwide. Under
the FAME-II scheme, 8,932 chargers were set up at retail
outlets, while oil marketing companies added over 18,500
more using their own funds, taking the total to 27,432
stations. The expansion is expected to make EV adoption
easier by offering convenient charging at locations already
frequented by vehicle owners.
Read More
How India’s next wave of EV innovation
will come from precision local manufacturing
The Economic Times - Manufacturing | 29 December
2025
India’s next phase of electric vehicle innovation
will be driven less by demand growth or imported
technologies and more by precision local manufacturing that
reshapes how EVs are designed and scaled for Indian
conditions. As EV adoption accelerates, localisation is
emerging as the sector’s core innovation engine, enabling
faster development cycles, tighter integration between OEMs
and suppliers, improved quality and cost control, and
greater supply-chain resilience. Recent global disruptions
have underscored the risks of import dependence, while
domestic manufacturing allows EV makers to better adapt
vehicles to India’s unique operating conditions and reduce
vulnerability to external shocks.
Read More
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Defence & Solar
Indian Railways’ green push: Over 2600
stations now solar-powered, 898 MW commissioned
Financial Express | 17 December 2025
Indian Railways has expanded its use of solar energy
to 2,626 railway stations, supporting lower energy costs and
a shift toward cleaner, more sustainable operations.
According to the government, 318 stations were added to the
solar network by November in the current financial year,
reflecting an ускорated push to meet rising energy needs
through renewable sources.
Read More
Trade
friction: China takes India’s solar and IT policies to WTO;
consultations initiated
The Times of India | 23 December 2025
China has intensified trade tensions with India by
initiating a WTO dispute over New Delhi’s policies on solar
cells, solar modules and information technology goods.
According to Reuters, China has sought formal consultations,
alleging that India’s tariff treatment and certain measures
linked to the use of domestic inputs discriminate against
Chinese imports, marking the first step in the WTO’s dispute
settlement process.
Read More
India emerges as key solar supplier to
US, exporting almost 97% of solar modules in FY23-25: PL
Capital
The Economic Times | 30 December 2025
Declining solar tariffs and global supply chain
shifts have boosted India’s solar exports, with the United
States emerging as the dominant buyer due to restrictions on
China-linked imports, according to a PL Capital report. The
US accounted for about 97% of India’s solar module exports
between 2023 and 2025, during which exports surged nearly
ninefold in 2023 and doubled again in 2024, positioning
India as a credible alternative supplier in the global solar
value chain.
Read More
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MSME
(Special section of the MSME related news under ELCINA Micro
& Small Industry Forum)
India-Oman CEPA to boost trade, MSME exports, energy
security: Bank of Baroda economist
The Economic Times | 21 December 2025
India has strengthened its integration with global
supply chains by signing a Comprehensive Economic
Partnership Agreement (CEPA) with Oman, a move expected to
boost bilateral trade, support MSME-led exports and enhance
energy security, according to Bank of Baroda economist
Dipanwita Mazumdar. Signed during Prime Minister Narendra
Modi’s visit to Oman, the agreement aims to expand trade and
investment while creating opportunities for labour-intensive
sectors such as textiles, leather, footwear, gems and
jewellery, and engineering goods.
Read More
India plans ₹2,000-cr MSME tech
upgrade to enhance exports, efficiency
Mint | 29 December 2025
The government is likely to announce a ₹2,000-crore
technology upgradation scheme for MSMEs in the 2026–27 Union
Budget to promote the adoption of energy-efficient and smart
manufacturing technologies. Proposed by the MSME Ministry,
the scheme would cover businesses with annual turnover below
₹50 crore and offer a 20% capital subsidy for investments in
energy-efficient machinery, automation and manufacturing
upgrades, according to people familiar with the discussions.
Read More
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ELCINA EVENTS , ACTIVITIES & SERVICES
Source India
is ELCINA’s premier annual event
connecting India’s electronics supply chain, driving local
sourcing, investments, and innovation across consumer
electronics, automotive, EVs, defence, medical devices,
embedded systems, and smart technologies.
Theme 2026 – Vision 2030:
Powering India’s Rise as the World’s Electronics Engine
Join 5,000+ decision-makers, 150+ exhibitors,
and industry leaders at the 15th edition on 10–11 February
2026 at Chennai Trade Centre. Showcase cutting-edge
components, build strategic partnerships, and tap into
India’s fast-growing electronics manufacturing ecosystem –
aligned with ELCINA’s Vision 2030 to position India as the
world’s electronics engine.
Experience live demos, expert conferences, and high-impact
networking at Source India 2026. Secure your booth to boost
visibility, forge partnerships, and be part of India’s
electronics revolution.
Click here for details of Source India
2026
ELCINA Publications
https://elcina.com/roadmap-for-developing-pcb-eco-system-in-india |
Roadmap For Developing PCB
Eco-System in India
Key Findings
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Indian PCB market and industry size in terms of
domestic production, exports, and imports
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Growth drivers and challenges (needs & gaps) in
the Indian PCB industry
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Growth potential of PCB manufacturing in India
and identify enablers for creating &
strengthening the domestic value chain
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Key inputs required viz. investments,
technology, and infra eco-system
Details of key PCB value chain players – global and
domestic, who can be invited to invest to establish
a strong PCB industry |
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https://elcina.com/ems-task-force-report-on-market-industry-analysis-of-ems-sector-in-india |
EMS Task Force Report
Key Findings
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Currently EMS Industry (Contract Manufacturing
Services) are valued 832 Bn $ and are projected
to grow 1055 Bn by 2025.
-
Domestic electronics manufacturing is estimated
at USD 75 Bn of which 39 Bn constitutes EMS
value. This is divided into 23.5 Bn domestic
Mfg. and USD 15.5 Bn PCBS/Sub-Assembly imports.
-
Further USD 53.5 Bn is finished Electronic Goods
imports of which USD 17 Bn is EMS value. Thus
total EMS opportunity loss is US$ 32.5 Bn (15.5
+17).
-
The report estimates that EMS production can
grow realistically from USD 23.5 Bn today to USD
152 Bn by 2025 at CAGR of 45%. This will meet
75% of the countries EMS requirement of US$ 203
Bn by 2025 against a total estimated market of
400 Bn.
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https://elcina.com/elcina-task-force-report-on-electronic-components |
ELCINA Task Force Report on
Electronic Components
Key
Findings
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Current status of component manufacturing in
India – Areas of competence vs Gaps and
inadequacies
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Components which urgently require investments
and growth in domestic manufacturing
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Emerging technology and new components for
upcoming opportunities
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Constraints and bottlenecks to be addressed
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Overcoming Policy constraints, WTO (ITA-1)
deadlock and Zero Duty issue
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Strategy for overcoming these constraints
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Eco-System requirements- Role of Central and
State Governments
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https://elcina.com/elcina-directory-of-indian-electronics-industry |
ELCINA Directory of Indian
Electronics Industry 2024-25
Description
-
ELCINA Directory of Indian Electronics Industry
– includes the updates on Indian Electronics
Industry and a host of additional improved
features covering business environment,
statistical industry scan, company databases
plus various projections. This handy compendium
with its easy-to-read format attracts the
attention of a growing number of users (within
India and abroad)
-
Apart from electronics industry, the users of
this Directory range from financial
institutions, commercial banks, FIIs,
Consultancy organizations as well as industry
promotion institutes across the world….
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FORTHCOMING EVENTS & GENERAL INFORMATION
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15th Source India 2026
10-11 February 2026, Chennai
Source India is ELCINA’s annual
electronics sourcing and manufacturing event,
scheduled for 10–11 February 2026 in Chennai. It
brings together stakeholders from across the
electronics supply chain to discuss sourcing,
manufacturing capabilities, and industry
developments across multiple electronics sectors.
Click
here for details |
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Elecxpo India 2026
20-23 February 2026,
Chennai
Elecxpo India 2026 is an electronics
industry exhibition that brings together
manufacturers, suppliers, and solution providers
across components, systems, and manufacturing
technologies. The event focuses on developments in
electronics production, supply chains, and emerging
technology applications in the Indian market.
Click here for details
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MWC 2026 in Barcelona
will bring together stakeholders from across the
global telecom and technology ecosystem to discuss
developments in mobile networks, connectivity,
devices, and digital services. The event is expected
to focus on areas such as 5G evolution, early
discussions on 6G, enterprise connectivity, and the
broader impact of digital infrastructure on
economies and society.
Click here for details
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S33rd Convergence India 2026
23-25 March
2026, Bharat Mandapam, New Delhi
The 33rd Convergence
India 2026, co-located with Smart Cities India 2026,
will cover a wide range of ICT and technology areas
including 6G, AI, IoT, fintech, blockchain, cloud,
cybersecurity, space tech, mobility, media, and
smart infrastructure. It will feature live
demonstrations, B2B meetings, conferences, awards,
and a startup hub with over 250 emerging companies.
Click here for details
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Embedded Tech India Expo 2026
23-25 March 2026,
Bharat Mandapam, New Delhi
Embedded Tech India
Expo 2026, organized by Exhibitions India Group, is
India's leading platform for embedded systems
developers, uniting hardware, software, tools, EMS,
OEMs/ODMs, manufacturers, distributors, academia,
and stakeholders from March 23-25 at Bharat Mandapam,
New Delhi.
Click here for details
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Productronica China 2026
25-27 March
2026, Shanghai, China
Productronica China
2026 will be held from 25–27 March 2026 and will
focus on technologies and solutions across the
electronics manufacturing value chain. The event
will cover areas such as electronic production
equipment, testing, inspection, and smart
manufacturing trends shaping the industry.
Click here for details
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A newsletter published by ELCINA, New
Delhi. The information contained in this newsletter
is for private circulation only. Despite our best
efforts, some errors could have crept in. You are
advised to verify authenticity of the information
before further use.
Electronic Industries Association of India (ELCINA
)
ELCINA House, 422 Okhla Industrial Estate,
Phase-III, New Delhi 110020 (India).
E-Mails:
info@elcina.com
Tel: 011-41615985,
41011291,
Website:
www.elcina.com
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