India’s electronics exports to China rise nearly 40% in five months

Rising AI and data-centre demand is lifting Indian shipments of PCB assemblies, smartphones, display modules and telecom equipment to China, signalling deeper participation in global electronics supply chains.

— Source publishedMon, 21 Sept, 2026, 11:42 IST·First seen Mon, 21 Sept, 2026, 14:22 IST·Source Business Today · Latest

What happened

retail-company · India’s electronics exports to China are rising, driven by AI and data-centre demand for PCB assemblies, smartphones, display modules and

Key facts

  • India's exports to China rose nearly 40% in the five months through August
  • Electronics exports to China tripled to $3.18 billion in the fiscal year ended March
  • Electronics exports rose more than 15% year-on-year from April to August
  • Engineering-goods exports rose about 21% from April to August
  • India imported $131.6 billion of goods from China in the fiscal year ended March
  • China accounted for 4.4% of India's total exports and about 17% of imports

Why this matters

Electronics groups should pursue China-linked customer partnerships and component alliances to secure demand in PCB, display, smartphone and telecom categories.