Dixon and peers deepen component push as India targets electronics import dependence
Dixon, Amber, Syrma SGS, Kaynes and others are expanding into PCBs and higher-value components, backed by the ₹40,000 crore ECMS programme. The shift from assembly could raise domestic value addition across smartphones and consumer electronics.
What happened
Dixon Technologies · Indian electronics manufacturers including Dixon, Amber, Syrma, Kaynes, Optiemus and Tata Electronics are moving from assembly into
Key facts
- Dixon Technologies revenue: Rs 48,872 crore last year
- 90% of Dixon revenue came from smartphones
- Camera and display modules could add 35% value in mobile phones
- ECMS government support: Rs 40,000 crore
- PCB addressable market: $5 billion
- 90% of PCBs are imported
- Kaynes Technology FY26 revenue: Rs 3,626 crore
- Syrma SGS PCB project investment: Rs 765 crore
- Syrma SGS planned capacity: 2.5 million sq m for single/multi-layer PCBs
- Syrma SGS planned high-density PCB capacity: 1 million sq m
- Amber PCB revenue: Rs 720 crore in FY25
- Amber ECMS-approved multilayer PCB investment: about Rs 1,000 crore
- Amber-Korea Circuits JV proposed investment: Rs 3,200 crore
- Optiemus screen-protector capacity: 15-20 million annually
Why this matters
Consumer-tech brands should evaluate supply, JV and strategic-investment partnerships with Indian component makers to localize critical modules before capacity tightens.