Union Budget 2025: India to Revamp Customs Policies for Revenue and Growth
2025年度聯邦預算：印度將改革海關政策以促進收入與成長
In the Union Budget 2025, Finance Minister Nirmala Sitharaman is expected to unveil significant changes to India’s customs policies, focusing on leveraging tariffs to enhance government revenue while fostering domestic industry growth. The revamped customs framework aims to strike a balance between protecting local businesses and encouraging global trade partnerships. Measures such as targeted tariffs on non-essential imports and incentives for domestic manufacturing are likely to play a key role in supporting the “Make in India” initiative, reducing reliance on foreign goods, and stimulating economic activity. Additionally, modernizing customs processes through digitization and streamlining administration is expected to improve ease of doing business and enhance India’s appeal as an investment destination.
For non-Indian companies, these changes carry critical implications. Higher tariffs on imports could raise costs for businesses reliant on the Indian market, while incentives for local manufacturing present opportunities for foreign firms to establish or expand operations in India. Furthermore, streamlined customs processes may facilitate smoother trade, potentially offsetting some of the impacts of increased tariffs. Companies operating in sectors such as electronics, machinery, and raw materials should closely monitor these developments to adapt their strategies for the Indian market.
小編點評：在2025年度聯邦預算中，印度預計通過針對非必要進口商品的關稅和支持本地製造的激勵措施來改革海關政策，以促進收入並推動“印度製造”倡議的發展。此外，數位化現代化的海關流程旨在提高經商便利性並吸引投資。台灣公司在電子產品和機械等產業中需評估更高關稅可能帶來的成本增加，同時探索因本地製造激勵而擴展在印度營運的機會。
India’s Data Centre Capacity to Double by FY27 Amid Digital Boom
印度數據中心容量將於2027財年翻倍，數位化浪潮推動成長
India’s data centre capacity is projected to more than double to 2-2.3 GW by FY27, according to Crisil Ratings, driven by increasing digitalisation and the growing adoption of cloud storage solutions by enterprises. The rise of Generative Artificial Intelligence (GenAI), which requires higher computational power and lower latency, is further expected to boost demand in the medium term. Additionally, government initiatives on data localisation and state-level incentives are attracting significant investments in the sector. With mobile data traffic growing at a CAGR of 25% over the past five years and expected to reach 33-35 GB per month by FY26, the sector is poised for rapid growth, requiring investments of $6.46–7.64 billion in infrastructure like land, power, and cooling systems over the next three years.
This presents a valuable opportunity for foreign companies to invest in India’s burgeoning data centre ecosystem. Global technology firms and hyperscalers can explore partnerships with Indian providers or establish their facilities to meet the surging demand for cloud computing and data solutions. The Indian market’s focus on localisation and infrastructure expansion aligns well with international firms seeking to tap into a rapidly growing digital economy.
https://www.ibef.org/news/india-s-data-centre-capacity-to-more-than-double-by-fy27-crisil-report
小編點評：根據Crisil Ratings的報告，印度的數據中心容量預計將於2027財年翻倍至2至2.3 GW。此增長由數位化、生成式人工智慧（GenAI）需求和政府支持數據本地化的舉措推動。對於包括台灣公司在內的全球企業，這為探索與印度供應商合作或建立本地廠房提供了機會，以抓住快速增長的數位經濟。
Karnataka to Host State’s First Semiconductor Project; Investments Cross ₹9,800 Crore
卡納塔卡邦將承接該州首個半導體專案；投資額超過9800億盧比
Chief Minister Siddaramaiah announced on Monday that Karnataka’s first semiconductor manufacturing unit will be established by Silectric Semiconductor at the Kochanahalli Electronics Manufacturing Cluster near Mysuru, with an investment of ₹3,426 crore. Promoted by Radha Vembu, cofounder of Zoho Corporation, Silectric will operate in silicon carbide-based fabrication and assembly, testing, marking, and packaging (ATMP). This initiative is set to create 460 jobs and will encompass the end-to-end production of modules and MOSFETs. The CM emphasized strict timelines for investors utilizing KIADB plots, warning of penalties for delays in commissioning their units.
Karnataka’s emphasis on semiconductor and advanced manufacturing presents a valuable opportunity for global companies. Silectric’s initiative, along with other significant investments in ITIR, Devanahalli, and Harohalli, highlights the state’s dedication to building a strong manufacturing infrastructure. With extensive financial support, government incentives, and a focus on cutting-edge technologies, Karnataka emerges as a promising hub for international tech firms seeking partnerships or expansion in India’s burgeoning semiconductor and electronics sectors.
小編點評：卡納塔克邦宣布將在邁索魯附近的Kochanahalli電子製造聚落內建立其首個半導體製造廠，由Silectric Semiconductor投資342.6億盧比設立，專注於矽碳化物的製造與測試包裝。此案將創造460個就業機會，並展示了該邦成為半導體和電子產業重要中心的潛力。
MSI Commences Laptop Manufacturing in India, Strengthens Local Presence
微星（MSI）在印度啟動筆記型電腦製造，強化本地業務
Taiwanese laptop maker MSI has launched its first manufacturing facility in Chennai, marking a significant step in its commitment to the “Make in India” initiative. The facility will produce locally assembled versions of the MSI Modern 14 and MSI Thin 15 laptops, with prices starting at ₹52,990 and ₹73,990, respectively. MSI stated that India has emerged as one of its fastest-growing markets, driven by rising demand for high-performance laptops. To enhance accessibility, the brand plans to expand its presence through additional brand stores and partnerships with retailers like Croma and Reliance Retail.
For global companies, MSI’s move underscores India’s growing appeal as a manufacturing hub and its potential to serve as a base for both domestic and international markets. The initiative highlights the advantages of local production, including cost efficiencies, reduced supply chain challenges, and alignment with India’s focus on self-reliance in technology. MSI’s expansion sets a precedent for other global tech firms aiming to penetrate India’s burgeoning consumer market while supporting the nation’s technological growth.
小編點評：台灣筆記型電腦品牌微星（MSI）在印度清奈設立首個製造廠，生產MSI Modern 14和MSI Thin 15筆記型電腦。此舉符合“印度製造”倡議，展示了通過本地生產降低成本並支持印度技術自立的潛力。微星的擴張為其他全球科技公司提供了範例，顯示在印度成長的市場中實現本地化生產的優勢。
India Announces 30% Subsidy to Boost Electric Ambulance Production Under PM E-DRIVE Scheme
印度宣布提供30%的補貼以促進電動救護車生產，支持PM E-DRIVE計劃
The Indian government has unveiled plans to offer up to a 30% subsidy for manufacturing electric ambulances (e-ambulances) as part of its ₹10,900 crore PM E-DRIVE scheme. This initiative, launched on October 1, dedicates ₹500 crore specifically to promoting e-ambulances, with the goal of encouraging early adoption and fostering sustainable healthcare practices. The subsidy will apply to patient transport vehicles, basic life support ambulances, and advanced life support ambulances, with the amount linked to battery capacity to ensure efficiency and performance. Collaboration between the Ministry of Heavy Industries, the Ministry of Health, and the National Health Mission (NHM) aims to establish robust safety and performance standards.
For non-Indian companies, this move highlights a growing opportunity in India’s green mobility and healthcare markets. By incentivizing local manufacturing and aligning with global sustainability trends, India’s e-ambulance initiative opens avenues for international firms to contribute innovative technologies and form partnerships. The adoption of eco-friendly ambulances in one of the world’s largest healthcare systems could also set a benchmark for other developing countries looking to implement similar sustainable solutions.
小編點評：印度政府推出PM E-DRIVE計劃，提供30%的補貼以促進電動救護車的生產。此計劃致力於推動永續醫療實踐，並為全球公司提供了與印度製造商合作的機會，特別是在提供創新技術和支持綠色醫療領域的發展方面。
Indian Bicycle Industry Pushes for PLI Scheme to Boost Competitiveness and Sustainability
印度自行車行業推動PLI計劃以提高競爭力與永續性
The Indian bicycle industry, encompassing both traditional and electric bicycles, is advocating for a Production Linked Incentive (PLI) scheme to address key challenges and enhance its global competitiveness. Despite bicycles’ critical role in promoting sustainable transportation and Net Zero goals, the sector struggles with slow technological adoption, limited infrastructure, inadequate manufacturing investment, and weak standardization. Industry experts believe that a PLI scheme could drive innovation, attract investments, and position India as a strong player in the global bicycle market, especially against dominant Chinese counterparts. Dr. K.B. Thakur, Secretary General of the All India Cycle Manufacturers’ Association (AICMA), emphasized the need for collaboration between technology pioneers and urban planners to unlock the sector’s potential for redefining micro-mobility and fostering active transportation.
For non-Indian companies, the push for a PLI scheme represents a significant opportunity. Global manufacturers and technology providers could explore partnerships with Indian firms to bring advanced designs, safety features, and smart technologies to a market poised for growth. Additionally, aligning with India’s vision for sustainable mobility could open doors to new markets and innovation hubs, creating mutually beneficial avenues for growth and development in the bicycle industry.
小編點評：印度自行車行業正在呼籲生產鏈激勵（PLI）計劃，以應對技術採用緩慢和基礎設施有限等挑戰。此舉旨在推動創新並吸引投資，為包括台灣公司在內的全球製造商和技術供應商提供了與印度企業合作的機會，以滿足快速成長的市場需求。
Micromax Joins Hands with Phison to Develop AI-Focused Storage Chips in India
Micromax與台灣的Phison合作開發以AI為重點的存儲晶片
Micromax, a leading Indian electronics company, has entered a joint venture with Taiwan-based Phison to design and produce solid-state drives (SSDs) and storage chips domestically. The new venture, MiPhi, will be 55% owned by Micromax and will specialize in advanced NAND storage solutions for applications in AI, enterprise, and automotive sectors. Among its innovations is aiDAPTIV, a product designed to significantly reduce the cost of training AI models by enabling models with 400 billion tokens to operate on just 8 GPUs instead of the usual 70-80. The manufacturing will be carried out at Micromax’s facility in Noida, with commercial production set to begin next year. Co-founder Rahul Sharma highlighted the initiative as a step toward making India self-sufficient in storage chip technology and revolutionizing the global AI ecosystem through cost-effective solutions.
For international businesses, MiPhi presents an opportunity to partner on innovative, AI-driven, and cost-efficient storage technologies. Leveraging India’s growing manufacturing capabilities and market demand, the venture is poised to be a strong contender in global sectors such as AI, IoT, and automotive. Phison’s technical expertise further adds value, providing non-Indian companies a gateway to advanced semiconductor solutions tailored for emerging markets.
小編點評：印度電子公司Micromax與台灣的Phison合作成立MiPhi，專注於設計和生產AI存儲晶片和固態硬碟（SSD），並計劃於明年開始商業生產。此合作結合了台灣的半導體專業知識和印度的製造能力，為全球企業提供了進入AI和IoT等新興市場的機會。
Daikin India and Rechi Precision Forge JV to Manufacture Rotary Compressors
大金印度與台灣瑞智精密成立合資企業製造旋轉壓縮機
Daikin India, a wholly-owned subsidiary of Japan’s Daikin Industries, has announced a joint venture with Taiwanese compressor manufacturer Rechi Precision to design, manufacture, and sell rotary compressors, including inverter and non-inverter models, in India and select international markets. Daikin will hold the majority share in this venture, which aims to address the growing demand for cost-effective and reliable compressors in India’s expanding air conditioning market. The JV, which is expected to begin operations by the fourth quarter of the current financial year, includes plans for a new manufacturing plant in Sri City, Andhra Pradesh, spanning 33 acres. The partnership is seen as a strategic move to localize production, alleviate supply shortages, and support the Indian government’s “Make in India” initiative.
Rechi Precision, renowned for its innovative rotary compressor technology, will contribute its expertise in research, development, and production engineering to the venture. With Daikin India’s extensive sales network and strong brand reputation, the collaboration aims to deliver affordable and efficient air conditioning solutions tailored to both residential and commercial sectors. This partnership marks Daikin India’s first in-country collaboration and aligns with the company’s strategy to expand its presence in India while strengthening its commitment to sustainable growth in the region.
For global companies, this JV presents an opportunity to tap into India’s rapidly growing HVAC market, which is witnessing increasing demand for affordable, energy-efficient solutions. The partnership between Daikin and Rechi offers a competitive edge in terms of cost-effective manufacturing, product development, and access to India’s burgeoning consumer base, making it an attractive proposition for non-Indian firms looking to expand their footprint in the region.
小編點評：大金印度與台灣瑞智精密成立合資企業，設立新的製造廠以生產旋轉壓縮機，滿足印度不斷成長的空調市場需求。此合作融合了台灣的技術專長與印度的本地製造能力，支持“印度製造”倡議，並為其他全球公司提供進入快速增長的HVAC市場的機會。