Leadframes & IC Substrates
$0.90 bnAnnual import
8%Indian capability
3,450Supplier concentration (HHI)
₹5,000 crTo localise
Why India imports it. India has small leadframe capacity at Raj Solar / Sahas; IC substrate demand rising with OSAT build-out.
Why it matters. OSAT roadmap (CG Power, Kaynes, Tata) needs substrates; without local supply, value capture stays low.
Can India localise it? Yes - leadframes are achievable in 2-3 years; IC substrates harder.
Where it comes from. Taiwan (45%), South Korea (25%), Japan (20%).
Scorecard
The ten indices
CMDI 75.25Dependency
LPI 51.25Localisation potential
IAI 66Investment attractiveness
SRI 60.75Supply risk
SCI 55.5Supply-chain complexity
TRI 42.25Technology readiness
IMI 72Industrial multiplier
NSRI 45.75National-security relevance
EPI 62.25Export potential
ICGI 68.75Capability gap
Who makes it
Manufacturers
In India
Raj SolarSahas Electronics
Global leaders
Shinko ElectricIbidenUnimicron
On the ground
Localisation projects
- CG Power Sanand OSAT
- 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
- High-Purity Minerals Enter the Semiconductor Feedstock Chain
Sources
Primary references
Confidence: Reasoned estimate. Reasoned from PLI applicant filings. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).