Samsung sets eyes on AI transformation in India, to participate in PLI for component manufacturing

Samsung sets eyes on AI transformation in India, to participate in PLI for component manufacturing

Synopsis

Samsung is ramping up its operations in India, strategically making exercise of for incentives on aspect manufacturing and pursuing an extension of its smartphone manufacturing initiative. Birth to native chip sourcing, Samsung’s dedication is geared in direction of establishing India as a tech and manufacturing powerhouse.

Hear to this article in summarized layout

ET Bureau

New Delhi: Samsung has applied under the manufacturing-linked incentive plan for formula to build mobile-mobile phone displays and sought an extension of its approval under the smartphone PLI programme, because the Korean major appears to be like to be like to build India a know-how and manufacturing hub.

JB Park, president and chief executive of Samsung’s southwest Asia build, stated the firm is furthermore open to sourcing chips from India if the cost is competitive, boosting the nation’s efforts to develop correct into a first-rate stakeholder in the semiconductor provide chain. Samsung, nonetheless, is now now not alive to to shift any capacities from international locations corresponding to Vietnam to India, which houses its biggest manufacturing facility at Noida. As an substitute, it might per chance per chance per chance amplify capacities if there’s an organic requirement. “From Vietnam, no. If it is already invested, why should we (shift capacity from there to India)? If you have to build more capacity, then yes, investing in it in Noida is an obvious choice,” Park suggested ET.

Rival smartphone firm Apple too has been betting on India for its manufacturing wants, transferring ability from China amid geo-political tensions and a push from the US. For Samsung, the principle manufacturing hub is Vietnam, which is now now not an adversary of the US cherish China. In India, the Korean huge goes by means of immense competitors from Apple, which is ingesting into its share in the highest price segment.Park acknowledged the increasing want for iPhones amongst young customers, but stated the vogue might per chance face fatigue after about a years.

1

Exports from India Surge

“I know as we look at just the past three years there has been an increase in iOS users, but I look more at a holistic market and consumer lifestyle. I’m not that concerned about it,” he stated. Park stated Samsung aloof stays dominant in the Android mobile phone market, which accounts for 90% of India’s smartphone user heinous.

He credited the authorities’s PLI plan for its export-led boost in India. Exports accounted for 42% of Samsung’s fiscal 2025 India earnings, which rose 37% from the 300 and sixty five days sooner than to bigger than Rs 1 lakh crore. The firm’s shipments from India embody its flagship smartphones. “It is a wonderful development of how we are growing year by year and I hope that will be continuing if the government goes on a PLI 2.0,” he stated, adding that the firm is enticing with officials for an extension to the smartphone PLI programme.

The smartphone PLI term ended in March, with Samsung getting incentives for four years out of the 5-300 and sixty five days plan. It missed out doles for one 300 and sixty five days due to the Covid-led constraints. Park stated Samsung is staring at for approval from the authorities for its enlargement into assembling smartphone displays at the Noida facility, a brownfield mission started in 2021. It is a long way furthermore open to increasing sourcing from Indian distributors in a mumble to deepen its native price addition.

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30-300 and sixty five days Thought

“This supply ecosystem will expand year by year if the requirements or the technology where the quality of the vendor meets Samsung’s standards. We always look for a local partner and extension,” Park stated. Samsung is open to sourcing chips from India in the occasion that they are priced competitively, he stated.

( Before every part printed on Dec 23, 2025 )

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