HDI PCBs (Mobile Grade)
$1.8 bnAnnual import
8%Indian capability
3,800Supplier concentration (HHI)
₹5,000 crTo localise
Why India imports it. HDI is the mobile-phone PCB standard; India at pilot only.
Why it matters. Direct gate to smartphone value capture.
Can India localise it? Yes - 3-4 years under PLI.
Where it comes from. Taiwan (50%), China (30%), South Korea (20%).
Scorecard
The ten indices
CMDI 77Dependency
LPI 47.5Localisation potential
IAI 63.75Investment attractiveness
SRI 63.75Supply risk
SCI 56.25Supply-chain complexity
TRI 42.5Technology readiness
IMI 71.5Industrial multiplier
NSRI 49.25National-security relevance
EPI 63.75Export potential
ICGI 66.75Capability gap
Who makes it
Manufacturers
In India
Shogini Technocrats
Global leaders
UnimicronZdtCompeq
On the ground
Localisation projects
- Kaynes Semicon Sanand OSAT
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- Jewar Isn't Becoming an Airport City. It's Becoming an Electronics Ecosystem.
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).