Optical Transceivers (100G-400G)
$0.60 bnAnnual import
10%Indian capability
3,350Supplier concentration (HHI)
₹2,000 crTo localise
Why India imports it. Lumentum, Coherent, InnoLight dominate; Indian design at Tejas.
Why it matters. Data centre and 5G backhaul.
Can India localise it? Partial - 4-6 years.
Where it comes from. USA (50%), Taiwan (25%), China (15%).
Scorecard
The ten indices
CMDI 70.25Dependency
LPI 50.5Localisation potential
IAI 61Investment attractiveness
SRI 61.5Supply risk
SCI 56.25Supply-chain complexity
TRI 43Technology readiness
IMI 70Industrial multiplier
NSRI 57.25National-security relevance
EPI 61.5Export potential
ICGI 66.75Capability gap
Who makes it
Manufacturers
In India
Tejas Networks
Global leaders
LumentumCoherentInnolight
Intelligence
Related signals
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).