Date: 12/03/2025

Reshaping Global Trade: India partnership with US in a shifting economic Landscape

Smartphones, with their intricate supply chains, highlight the stakes in advanced manufacturing. U.S. firms like Apple already assemble iPhones in India, while Qualcomm could partner with Tata Electronics to produce mature-node chips. India’s lower cost and a hugely invested government's semiconductor push make it viable option provided India train more and more technicians and engineers to work in the fab. A $100 phone produced in India could remain tariff-free at $200 retail, avoiding China’s $230 post-tariff cost. A chip fab, employing 1,000-2,000 skilled workers, could target $10-$15 billion in exports by 2030, capturing 20-30% of the mature-node market. The U.S. gains supply chain security; India leaps into the tech race.

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