STRAT360PL REPORT CHARTS INDIA PATH TO A DEEPER ELECTRONICS & SEMICONDUCTOR INDUSTRY

What happened: Strat360 Private Limited released a report on India's electronics and semiconductor industry, mapping a five-year path to build depth in components, packaging and mature-node chips. Key numbers: Electronics production an estimated Rs. 13.11 lakh crore in FY26, up 15.8% from Rs. 11.32 lakh crore in FY25. Exports Rs. Why it matters: The report says India's realistic five-year opportunity lies in packaging and test, components, and selected mature-node production, and recommends milestone-linked subsidies and treating chip design as a commercialisation opportunity.

Strat360 Private Limited released a report on India's electronics and semiconductor industry, mapping a five-year path to build depth in components, packaging and mature-node chips.

The report says India's realistic five-year opportunity lies in packaging and test, components, and selected mature-node production, and recommends milestone-linked subsidies and treating chip design as a commercialisation opportunity.