Whalesbook
Yaar, India se China jaane wale electronics exports ne sach mein kamaal kar diya hai! FY26 mein ye $2.5 billion ka record tod gaye hain, aur FY khatam bhi nahi hua hai abhi. Ye sab Apple Inc. ke jo supply chain partners India mein kaam kar rahe hain na, unki wajah se ho paya hai. Government ki schemes jaise ECMS aur PLI bhi full support de rahi hain.
Is saal ye total $3.5 billion tak ja sakta hai, jo pichle saal FY25 ke sirf $920 million ke comparison mein bohot bada jump hai. Isse lag raha hai ki India ab sirf cheezein import karne wala nahi, balki components export karne wala bada player ban raha hai.
Pata hai ye sab kaise ho raha hai? Government ke Production Linked Incentive (PLI) scheme for smartphones aur Electronics Component Manufacturing Scheme (ECMS) ne bohot bada role play kiya hai. In policies ne Apple aur uske partners ko India mein manufacturing set-up karne ke liye encourage kiya hai, jo quality aur scale mein competitive ho. ECMS toh specifically component manufacturing ko target karta hai aur government ne iska budget bhi badha kar ₹40,000 crore kar diya hai. Ab tak 22 naye projects approved ho chuke hain jismein ₹41,800 crore ka investment aayega, aur 28 projects par kaam shuru bhi ho gaya hai. Mast hai na!
Ye India ke liye ek bada 'China+1' strategy wala move hai. Jahan pehle China sabko components deta tha, ab India bhi uski taraf badh raha hai. Dusre desh bhi exports badha rahe hain, but India ka faayda ye hai ki China mein labor cost badh raha hai, toh India mein components banana ab zyada cost-effective ho gaya hai.
Haan, ek baat hai, ye success bohot hadd tak Apple par depend karta hai. Agar Apple ne strategy change ki toh problem ho sakti hai. Aur China ke saath apna trade deficit bhi bohot zyada hai, jo $106 billion tak ja sakta hai 2025 mein. Dekhna padega ye kaise manage hota hai.
Par overall, India ke electronics sector ka future bright lag raha hai. PLI aur ECMS schemes ke saath, India smartphone production mein kaafi bada player ban sakta hai, potential 30-35% tak. Industry wale PLI 2.0 bhi maang rahe hain. India ka target hai $300 billion by 2026 tak pahunchna, toh yeh exports ka trend continue ho sakta hai.