LED Chips & Epi-Wafers
$0.85 bnAnnual import
12%Indian capability
4,725Supplier concentration (HHI)
₹2,500 crTo localise
Why India imports it. China controls 80% of LED epi; India has packaging at Surya, Havells.
Why it matters. Government LED push (UJALA) is exposed to China supply.
Can India localise it? Partial - 4-5 years for epi.
Where it comes from. China (65%), Taiwan (20%), South Korea (10%).
Scorecard
The ten indices
CMDI 71Dependency
LPI 48.5Localisation potential
IAI 63.75Investment attractiveness
SRI 66Supply risk
SCI 56.25Supply-chain complexity
TRI 44Technology readiness
IMI 71.5Industrial multiplier
NSRI 49.25National-security relevance
EPI 63.75Export potential
ICGI 65.75Capability gap
Who makes it
Manufacturers
In India
Surya RoshniHavells India
Global leaders
San'An OptoelectronicsEpistarSeoul Semiconductor
Intelligence
Related signals
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- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
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Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).