With the securitisation of supply chains and increasing efforts to decouple from China, India has seen the opportunity to play a more important role in the supply chain shift. Firms and investors in different sectors, especially those in electronics manufacturing services (EMS), have relocated major parts of their supply chains to India. Encouraged by policies such as Make in India and Production Linked Initiatives (PLIs), major EMS firms in Apple’s iPhone supply chain such as Foxconn, Wistron and Pegatron have established their assembly lines and supply chains in Tamil Nadu and Karnataka. The relocation of supply chains reflects, in geopolitics as well, the fear of over-reliance on China as the sole provider of many products and components in the global supply chain. India, then, becomes an attractive alternative for international investors in pharmaceuticals, ICT/internet and computer technology as well as service and consulting.
How can cooperation with Taiwan benefit India and Maharashtra in the global supply chain shift? (Roger Liu, ORF)
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