TFT-LCD Display Panels
$2.8 bnAnnual import
5%Indian capability
4,450Supplier concentration (HHI)
₹35,000 crTo localise
Why India imports it. BOE, AUO, Innolux dominate; India has small TFT assembly at Bhagwati.
Why it matters. Still dominant in TVs, monitors, automotive displays.
Can India localise it? Hard - 5-7 years for Gen-8+ fab.
Where it comes from. China (60%), South Korea (25%), Taiwan (15%).
Scorecard
The ten indices
CMDI 76.9Dependency
LPI 36.75Localisation potential
IAI 63.75Investment attractiveness
SRI 65Supply risk
SCI 54.75Supply-chain complexity
TRI 47Technology readiness
IMI 71.5Industrial multiplier
NSRI 49.25National-security relevance
EPI 63.75Export potential
ICGI 67.5Capability gap
Who makes it
Manufacturers
In India
Bhagwati Products
Global leaders
Boe TechnologyAuoInnolux
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).