India Bets Big Foxconn, Samsung and Tata on Electronics Manufacturing With ₹41,863 Crore Commitment and Nearly 34,000 Jobs
India’s ambition to emerge as a global electronics manufacturing powerhouse has received a decisive boost. The Union government has approved 22 fresh proposals under the Electronics Components Manufacturing Scheme (ECMS), unlocking investments of ₹41,863 crore and paving the way for the creation of 33,791 new jobs.
This latest round of approvals, the third under ECMS, is expected to generate production worth ₹2.58 lakh crore and significantly reduce India’s dependence on imported electronic components. Combined with earlier ECMS clearances and parallel semiconductor initiatives, the move reinforces India’s long-term strategy to integrate deeply into global electronics supply chains.
Apple’s Expanding Supply Chain Emerges as a Key Growth Engine
A major share of the new investments will come from suppliers aligned with Apple’s rapidly expanding manufacturing footprint in India. Several approved companies are either existing or prospective vendors in Apple’s global ecosystem, with plans to export components to international markets.
Key beneficiaries include Motherson Electronic Components, Tata Electronics, ATL Battery Technology India, Foxconn’s Yuzhan Technology India unit, and Hindalco Industries. Their inclusion signals India’s growing credibility as a reliable manufacturing base for high-value electronics.
As one industry executive noted, “Integration with Apple’s global supply chain is not just about volumes, it is about meeting world-class quality, design and delivery standards.”
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Projects Across Eight States Signal Balanced Industrial Development
The 22 approved projects will be implemented across eight states — Andhra Pradesh, Haryana, Karnataka, Madhya Pradesh, Maharashtra, Tamil Nadu, Uttar Pradesh and Rajasthan. According to the Ministry of Electronics and Information Technology, this wide geographic spread underlines the Centre’s push for balanced industrialisation rather than concentrated manufacturing clusters.
Tamil Nadu continues to feature prominently, particularly for enclosure manufacturing, while Uttar Pradesh and Karnataka are strengthening their roles in electronics and sub-assembly segments.
Government Highlights Reforms, Speed and Global Standards
Announcing the approvals, Union IT Minister Ashwini Vaishnaw stressed that the impact of sustained reforms and fast-track execution is now visible across sectors.
He urged manufacturers to focus on design-led manufacturing and adopt global quality benchmarks such as Six Sigma. “Scale alone is not enough. Indian companies must compete on quality, innovation and reliability to succeed globally,” Vaishnaw said, underlining the government’s expectations from ECMS beneficiaries.
Enclosures, PCBs and Batteries Drive the Investment Mix
The latest ECMS tranche shows a clear focus on structural and foundational components of electronics manufacturing.
Key investment highlights include:
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Enclosures: Three projects together account for ₹27,166 crore, largely catering to smartphones and handheld devices.
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Printed Circuit Boards (PCBs): Nine projects involving ₹7,377 crore, critical for consumer electronics, industrial equipment and automotive applications.
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Lithium-ion Cells: ₹2,922 crore approved for a battery cell manufacturing project, supporting devices such as smartphones, laptops and power banks.
Lithium-ion cells, in particular, are seen as strategic assets as India pushes for self-reliance in energy storage technologies.
Wide Spectrum of Components Strengthens Supply Chain Depth
Beyond headline categories, the approved proposals span 11 target product segments with applications across multiple industries. These include:
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Bare components: PCBs, capacitors, connectors, enclosures and lithium-ion cells
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Sub-assemblies: Camera modules, display modules and optical transceivers
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Supply chain materials: Aluminium extrusion, anode material and laminate
These components are integral to mobile phones, telecom equipment, consumer electronics, automotive electronics, strategic electronics and IT hardware, helping India move up the electronics value chain.
ECMS Momentum Builds on Earlier Approval Rounds
The latest approvals build on strong momentum generated over the past few months. In November 2025, the government cleared 17 proposals involving ₹7,172 crore in investment and 11,808 direct jobs. An earlier batch in October had approved seven projects with investments of ₹5,532 crore.
Together, these tranches indicate growing industry confidence in India’s electronics manufacturing policy framework.
Global Giants and Indian Leaders Anchor the New Wave
Several heavyweight companies feature in the latest ECMS list, including Foxconn, Samsung Display Noida, Tata Electronics, Dixon Technologies, and Hindalco Industries.
Foxconn’s mobile enclosure project in Tamil Nadu alone is expected to create over 16,200 jobs, while Tata Electronics’ upcoming facility in the state will employ around 1,500 people. Other approved firms such as TDK India, BPL Limited, Wipro Hydraulics and Amphenol High Speed Technology further diversify India’s electronics ecosystem.
A Strategic Step Toward Global Electronics Leadership
With ₹41,863 crore in fresh investment, thousands of jobs, and deeper integration with global supply chains, the latest ECMS approvals mark a strategic inflection point. The focus on components, sub-assemblies and materials signals a shift from assembly-led growth to capability-driven manufacturing.
For investors, the message is clear: India’s electronics manufacturing story is moving into a higher-value, globally competitive phase — and the momentum appears firmly on its side.
