India Exports $2.5B in Components to China Amid Supply Shift

India's electronics landscape is undergoing a significant transformation as exports of electronic components to China have surged to $2.5 billion in FY26, with projections reaching $3.5 billion by year-end. This shift marks a dramatic change from the previous reliance on Chinese imports, primarily driven by firms in Apple's manufacturing ecosystem and supported by initiatives such as the Electronics Components Manufacturing Scheme (ECMS). The rise in exports indicates that India is transitioning from merely assembling products to actively participating in global value chains with a diverse range of critical components.