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Modi Vows to Develop India as Chip Hub as Gov't Sets $300Bn Target in Electronics Manufacturing_我的网站

A | IT之家 7 月 22 日消息,Omdia 英国当地时间 21 日表示,印度智能手机出货量在 2026 年第 2 季度出现 13% 同比下滑,降至 3390 万部。 India aims to achieve $300 billion in electronic manufacturing in the next three-four years, Prime Minister Narendra Modi said on Monday.,Modi announced a series of measures to boost the country’s digital India mission, aiming to curb dependency on imports of electronic goods.,He announced the first cohort of 30 institutions to be supported under the Chips to Startup (C2S) program to train a specialized workforce in the area of designing semiconductor chips.,“India wants to become a chip maker from a chip taker. Investment is rapidly increasing in India to increase production of semiconductors,” Modi added.,Western Investors Set to Return to India, EMEs as Expert Predicts 'Multiple Recessions' in US, EUYesterday, 16:14 GMT,Last December, the government formulated a $10 billion incentive plan following COVID-induced supply disruption, which exposed the vulnerability of India’s manufacturing sector. India imports 100 percent of its semiconductors.,Last month, India’s Ministry of Electronics and Manufacturing said that Belgium-based IMEC, a renowned intermediate research organization in the world of semiconductor fabs, has agreed to provide technical support to set up the semiconductor ecosystem in the country.,On 23 June, Foxconn chairman Young Liu visited New Delhi, discussing its planned investment of $13.6 billion with Vedanta Group for chip manufacturing in India.,Vedanta expects $3-3.5 billion in total turnover from the joint venture, including exports from one-third of their chip manufacturing in the country.,The Indian government expects that at least 50-60 design companies will start developing products in the next 2-3 years.。

B | 这也是近三年最为严重的单季度同比降幅。 ▲ 图源:Omdia 机构认为这一局面是存储器成本上升推高整机定价与宏观经济逆风共同作用的结果。节庆促销季前换机需求延迟、印度卢比贬值、通货膨胀、夏季零售客流疲软也为此推波助澜。

C | Omdia 继续预测印度今年智能手机累计出货量将出现两位数下滑,高昂的内存成本可能会使智能手机价格在 2026 年剩余时间内保持高位,智能手机价格全面恢复正常的可能性要等到 2027 年上半年才会出现。 ▲ 图源:Omdia 而在供应商角度,印度 2026Q2 智能手机出货前五分别是 vivo(630 万部)、三星(590 万部)、OPPO(460 万部)、小米(450 万部)、苹果(350 万部)。 ▲ 图源:Omdia 参考。
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Published on:06:38:31
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