NDTV reported on May 25 that China's new export restrictions may further tighten controls over supply chains, triggering strong concerns in India's electronics and automotive sectors. India's electronics exports have surged from $8.6 billion in 2015 to $47 billion in 2025. The Ministry of Electronics and Information Technology (MeitY) expects India's electronics exports to reach $120 billion by the end of 2026. Previously, China issued Orders No. 834 and No. 835 restricting exports in related industries. Indian officials fear this move could delay investments and further expose India’s supply chain dependence and vulnerability to China. In FY2025, around 26% of components used in India’s automotive and electronics industries were imported from China, predominantly high-value electronic components; a shortage of chips could lead to delayed product launches and reduced functionality. Indian corporate executives noted, “This is not merely a trade barrier—it is a structural threat. India needs a stronger domestic supplier network and more resilient supply chains to reduce over-reliance on China.” In response, Commerce Minister Piyush Goyal stated that India is developing an industry investment promotion program to reduce dependency on “certain regions,” and plans to operate 50 new industrial parks within the next three years under the Rs 33,660-crore (“Bhavya”) Industrial Development Plan for India.
Original source: toutiao.com/article/1866268724727819/
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