India Signals Openness to Chinese Investment in Electronics Manufacturing
印度釋出對中國投資電子製造領域的開放訊號
India is signaling a greater openness to Chinese investment in its electronics manufacturing sector amid signs of improving bilateral relations. Government sources indicate that collaboration with China is increasingly seen as unavoidable, given that the country accounts for 60% of global electronics manufacturing capacity. The softening stance follows recent developments such as the re-opening of tourist visas and External Affairs Minister S. Jaishankar’s visit to China. Domestic firms like Dixon Technologies are actively pursuing joint ventures with Chinese companies, including an upcoming partnership with smartphone maker Vivo.
Government officials are taking a pragmatic approach to industry challenges involving Chinese operations, including the recall of Chinese workers from Foxconn and restrictions on rare earth magnets. Officials note that the broader electronics industry remains resilient and is exploring workarounds such as importing finished components or seeking alternative technologies and suppliers. For non-Indian companies, this signals potential opportunities to participate in India’s expanding electronics manufacturing ecosystem, particularly through partnerships that align with India’s push to reduce supply chain dependencies while leveraging China’s manufacturing expertise.
小編點評：印度在電子製造領域展現出對中國投資更高的開放度，反映改善的雙邊關係與產業務實需求，包括 Dixon Technologies 與 Vivo 的合資案等合作模式正逐漸浮現。儘管存在如外籍員工召回、材料限制等挑戰，官方仍強調產業韌性與策略性合作，以強化印度電子供應鏈、降低依賴並同時吸收中國的製造專長。
India Supports 18.8 Lakh EVs Under FAME Schemes, Boosts Charging Infrastructure
印度在 FAME 計畫下已支持 188.4 萬輛電動車，加速擴充充電基礎設施
The Indian government has extended support to over 18.84 lakh electric vehicles (EVs) under the Faster Adoption and Manufacturing of Hybrid and Electric Vehicles (FAME) schemes as of June 30, Minister of State for Steel and Heavy Industries Bhupathiraju Srinivasa Varma informed the Lok Sabha. Most of the assistance was provided under the FAME-II scheme, which covered 16,29,600 EVs, while the earlier FAME-I scheme (2015–2019) supported 2,55,305 vehicles. Additionally, ₹912.5 crore has been sanctioned for 9,332 public charging stations, with 8,885 already operational nationwide, including in tier 2 and tier 3 cities.
The FAME schemes aim to accelerate EV adoption by supporting demand creation, indigenous technology development, and local manufacturing of zero-emission vehicles (ZEVs). For non-Indian companies, this expanding EV ecosystem offers opportunities in vehicle components, battery technology, and charging infrastructure partnerships, as India positions itself as a rapidly growing market for sustainable mobility solutions.
小編點評：印度已透過 FAME 計畫支持超過 188.4 萬輛電動車，其中以 FAME-II 覆蓋最多，並核准 9,332 座公共充電站、已有 8,885 座投入運作。此舉旨在推動電動車普及、本土製造與永續交通發展，也為全球零組件、電池技術與基礎建設企業帶來合作機會。
TCS to Lay Off 12,000 Employees Globally Amid Workforce Realignment
TCS 將在全球裁員 12,000 人，因應組織人力重整
Tata Consultancy Services (TCS), India’s largest IT services exporter, has announced that it will lay off around 12,000 employees, representing 2% of its global workforce, over the next three quarters of FY26. The layoffs will primarily affect middle and senior-level staff, including those on the bench for extended periods, as the company undertakes a workforce realignment to become a “future-ready organisation.” TCS CEO K Krithivasan clarified that the cuts are not driven by artificial intelligence replacing jobs, but rather by a skill mismatch, with senior staff often unable to adapt to entry-level or emerging skill requirements. Affected employees will receive notice-period pay, severance packages, insurance benefits, and outplacement assistance as part of the transition.
The move comes amid cautious hiring trends in the IT industry, tepid growth in the June quarter, and a push for agility in deploying talent to new technology areas. For non-Indian companies, the development signals both potential availability of skilled IT talent in the global market and TCS’s strategic pivot toward reskilling for digital and AI-driven projects, which could impact ongoing and future outsourcing partnerships.
小編點評：TCS 計畫裁減 12,000 名全球員工，主要集中於中高階職位，原因是技能落差而非 AI 取代工作，目標是打造「面向未來的組織」。此舉反映 IT 產業整體審慎招聘、加速數位轉型與技能重塑的趨勢，也可能影響外包合作與全球人才供給。
Foxconn’s India-Made Apple AirPods Face Slowdown Amid China’s Rare Earth Export Delays
鴻海於印度生產的 Apple AirPods 因中國延遲稀土出口而面臨放緩
Production of Apple AirPods at Foxconn’s Telangana plant has faced temporary slowdowns due to a shortage of dysprosium, a rare earth metal used in permanent magnets for the earbuds. The facility, part of Foxconn Interconnect Technology near Hyderabad, began producing AirPods in April last year as part of Apple’s strategy to diversify manufacturing away from China. Foxconn has sought assistance from the Telangana government and the Department for Promotion of Industry and Internal Trade (DPIIT) to secure an End User Certificate (EUC) required by the Chinese government to approve dysprosium exports. While Foxconn maintains there is “no disruption,” industry sources confirm that production has experienced some delays, though the situation has since improved.
China’s tight control over rare earth exports, including dysprosium, highlights persistent vulnerabilities in Apple’s supply chain and India’s “Make in India” electronics push. For non-Indian companies, the episode underscores the geopolitical risks of relying on Chinese rare earths, creating opportunities for alternative suppliers, metal refiners, and logistics partners to support global electronics and EV manufacturing diversification strategies.
小編點評：鴻海在特倫甘納邦生產的 AirPods 因中國嚴控稀土金屬（特別是鏑）出口而短暫受阻，並向印度官方尋求協助取得出口核證。事件凸顯蘋果在中國＋1 供應鏈策略中的脆弱性，也為替代材料供應商與物流企業帶來新機會，以支援全球電子與電動車供應鏈多元化。
Samsung’s Smartphone Exports from India Fall 20% as PLI Incentives Expire
三星自印度出口智慧手機因 PLI 激勵到期而下滑 20%
Samsung’s smartphone exports from India fell nearly 20% year-on-year in the first quarter of FY26, dropping to about $950 million from $1.17 billion a year earlier, according to The Economic Times. Industry executives attribute the decline to the South Korean company no longer qualifying for incentives under India’s production-linked incentive (PLI) scheme for smartphones since April. The lapse in PLI benefits has reportedly eroded Samsung’s export competitiveness, leading the company to reassess its strategy. Industry sources warn that Apple and Dixon Technologies could face similar challenges when the PLI window closes in March 2026, potentially impacting India’s ambition to become a major global smartphone manufacturing hub.
India’s PLI scheme has been a key driver of the country’s smartphone export growth, with shipments rising from $200 million in FY18 to a record $24.1 billion in FY25. Experts caution that without these incentives, India’s manufacturing costs are about 10% higher than Vietnam and 15% higher than China, risking a slowdown in foreign investment and export momentum. For non-Indian companies, this highlights both the opportunities and vulnerabilities of leveraging India as a China+1 manufacturing base, especially as trade policies, cost structures, and government incentives increasingly shape global supply chain decisions.
小編點評：三星自印度出口的智慧手機因不再符合 PLI 製造激勵資格而下降 20%，引發業界擔憂蘋果與 Dixon 在 2026 年 PLI 到期後可能面臨相同挑戰。此發展凸顯印度高度依賴 PLI 以維持全球製造競爭力，而較高的製造成本若缺乏激勵措施，可能削弱印度作為 China+1 製造基地的優勢。
India’s Edge Data Centre Capacity Set to Triple by 2027 Amid Rising Tech Demand
受科技需求增加帶動，印度邊緣資料中心容量預計於 2027 年成長三倍
India’s edge data centre capacity is projected to surge from 60–70 MW in 2024 to 200–210 MW by 2027, a threefold increase driven by the adoption of emerging technologies, according to rating agency ICRA. Edge data centres are smaller, decentralised facilities located near end users, enabling low-latency, real-time data processing compared to large, centralised traditional data centres. Currently, edge facilities represent only 5% of India’s total data centre capacity — and as low as 1% if captive operations are excluded. ICRA’s Anupama Reddy noted that in India, traditional and edge data centres are expected to follow a hub-and-spoke model, supporting sectors like healthcare, banking, defence, and manufacturing as the country’s cloud and AI ecosystem expands.
While the outlook is promising, challenges remain, including higher rental costs, security risks from remote locations, interoperability with traditional centres, and a shortage of skilled manpower in tier II and III cities. Global players may find opportunities as India’s edge market develops, particularly in cloud, connectivity, and security solutions, since local operators like RailTel and telecom companies are expected to lead this expansion. For non-Indian companies, the growth trajectory signals potential partnerships or investments in edge infrastructure to tap into India’s fast-growing digital and AI-driven economy.
小編點評：印度邊緣資料中心容量預計自 2024 年的 60–70 MW 成長至 2027 年的 200–210 MW，受低延遲運算需求與雲端、AI 生態系擴張推動。雖仍面臨成本、資安及人才不足等挑戰，但此成長為全球雲端、連網與安全技術企業提供了與印度快速成長的數位基礎設施合作的重大機會。