India-based suppliers linked to Apple Inc. have exported an estimated $2.5 billion worth of electronic components to China, highlighting the growing integration of India into global electronics supply chains.
Industry estimates suggest these exports could rise to $3.5 billion if the proposed expansion of the ECMS (Electronic Component Manufacturing Scheme) gains full traction, enabling higher local production of precision parts, sub-assemblies, and value-added electronics inputs.
The growth reflects India’s expanding role as a manufacturing base for global technology firms, driven by policy incentives, rising production capabilities, and increasing participation of multinational suppliers in the domestic ecosystem.
Much of the current export flow includes intermediate components used in assembly and re-export cycles within global supply chains. Analysts say this indicates India’s gradual shift from an assembly-focused hub to a more integrated component manufacturing base.
However, industry participants note that scaling up to the projected level will require stronger infrastructure for advanced electronics, deeper supplier ecosystems, and continued policy support to attract high-value component manufacturing.
If the ECMS framework is implemented effectively, India could strengthen its position in the global electronics value chain while reducing dependence on imports for critical parts over the medium term.
