News zum Sektor Elektronik / Software aus Indien

 

India is carving out a new space for Foxconn and other high-end manufacturers, just as President Trump demands American companies do at home....

Indian IT giants like TCS, Infosys, Wipro, and Tech Mahindra are shifting towards AI-native strategies, focusing on integrating AI solutions rather than developing core AI models. This pivot is driven by rising global demand for enterprise AI, potentially creating a $1.3 trillion market. These firms are upskilling their workforce, with TCS reporting over 1 lakh employees trained in AI....

Last week, the market capitalization of nine of India's top-10 most valued companies surged by Rs 2,34,565.53 crore, mirroring the buoyant equity markets. Reliance Industries emerged as the biggest gainer, while Infosys was the only firm to experience a decline in valuation. The benchmark BSE Sensex also saw a significant rise of 2% during the same period....

Panasonic has withdrawn from India's refrigerator and washing machine sectors due to global restructuring and sustained losses, despite achieving ₹11,500 crore revenue in FY25. The company's market share was minimal, with six years of sales losses. Panasonic will now concentrate on profitable areas like HVAC, B2B solutions, and home automation....

Driven by tariffs and government incentives, smartphone exports from India to the US are surging. Motorola, leveraging Indian manufacturing, significantly increased Android phone shipments to the US, capitalizing on tariff advantages over China. Samsung also boosted exports, while Apple remains the largest exporter overall....

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China's restrictions on rare earth metal exports threaten over 21,000 Indian audio electronics jobs. Elcina reports disruptions to supply chains, impacting hearables and wearables. Manufacturers are importing finished goods. They are moving away from local component production. Elcina urges government intervention through talks with China. They also want to boost domestic manufacturing....

A new report by GTRI reveals concerns that proposed relaxations in local content rules for the telecom sector could disadvantage Indian manufacturers. The Department of Telecommunications' potential amendments to the Public Procurement Order may favor multinational corporations like Cisco and Ericsson. This shift could undermine domestic innovation and investments in R&D, potentially increasing reliance on foreign technologies....

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LG Electronics Inc. is considering reviving an initial public offering of its Indian unit as soon as September, people familiar with the matter said....

Indian stock market soared on Monday. Sensex closed 678 points higher. Nifty also saw a significant rise. HDFC Bank, ICICI Bank, and Infosys led the gains. Domestic funds invested heavily, offsetting foreign fund outflows. Investors grew richer by Rs 3.3 lakh crore. A potential ceasefire between Israel and Iran may further boost the market. Gold prices fell on ceasefire news....

India's electronics manufacturing sector is poised for significant growth, potentially reaching $282 billion to $500 billion by 2030, driven by global supply chain shifts and increasing domestic production. Mobile phones, semiconductors, and consumer electronics are expected to be key growth drivers. Realizing this potential requires sustained policy support, infrastructure development, and strategic investments....

Tata Group is establishing India's first semiconductor fabrication facility in Dholera, Ahmedabad. Gujarat is supporting the project by building residential accommodations for Tata employees and vendors. The project includes 1,500 residential units, a fire station, school, hospital and desalination plant. The first chip production is expected by December 2026....

Driven by government encouragement and growing local production, Chinese smartphone and electronics manufacturers are now exporting from India to regions like West Asia, Africa, and the US. This marks a strategic shift as brands like Oppo and Realme report significant export earnings....

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Mit einer strategischen Partnerschaft baut Infineon seine Präsenz auf dem indischen Markt aus. Dabei werden Produkte von Infineon in unbemannten Luftfahrzeugen wie Drohnen eingesetzt....

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Der deutsche Halbleiterhersteller Infineon verstärkt seine Präsenz auf dem wachstumsstarken indischen Markt durch eine neue strategische Allianz im Drohnensektor. Das Technologieunternehmen liefert hochleistungsfähige Komponenten für unbemannte Luftfahrzeuge, die längere Flugzeiten und verbesserte Energieeffizienz ermöglichen. Diese Partnerschaft könnte Infineons Position in einem der dynamischsten Technologiemärkte Asiens erheblich stärken....

Mit einer strategischen Partnerschaft baut Infineon seine Präsenz auf dem indischen Markt aus. Dabei werden Produkte von Infineon in unbemannten Luftfahrzeugen wie Drohnen eingesetzt....