EV Charger Power Electronics Modules
$0.35 bnAnnual import
30%Indian capability
3,350Supplier concentration (HHI)
₹1,500 crTo localise
Why India imports it. Huawei, ABB, Wallbox dominate; Indian Exicom, Mass-Tech growing.
Why it matters. PM E-Drive rollout needs 88k chargers; domestic capacity ramping.
Can India localise it? Yes - 2-3 years.
Where it comes from. China (50%), Germany (25%), USA (15%).
Scorecard
The ten indices
CMDI 62.25Dependency
LPI 59.75Localisation potential
IAI 65Investment attractiveness
SRI 58.75Supply risk
SCI 57Supply-chain complexity
TRI 39.25Technology readiness
IMI 77Industrial multiplier
NSRI 48National-security relevance
EPI 65.25Export potential
ICGI 61.25Capability gap
Who makes it
Manufacturers
In India
Exicom Tele-SystemsMass-Tech Mations
Global leaders
HuaweiAbbWallbox
Intelligence
Related signals
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Sources
Primary references
Confidence: Verified. Verified: PM E-Drive scheme. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).