Ahead of Chintan Shivir 2026, New Report Maps What India's Next Electronics Policy Push Should Prioritize
As policymakers, industry leaders, and researchers prepare to gather at Bharat Mandapam, New Delhi, for Chintan Shivir 2026 — a Government of India stakeholder consultation convened by the Electronics and Computer Software Export Promotion Council (ESC India) on July 10, 2026, from 90 AM to 10 PM — a new report from Coherent Market Insights (CMI) is set to inform the day's agenda.
CMI has been named Knowledge Partner and has developed a co-branded research report, "ESC India's Chintan Shivir 2026," submitted as direct input to the Chintan Shivir process. The consultation is designed to shape the next phase of India's electronics manufacturing policy, with the Production Linked Incentive (PLI) scheme and a proposed successor, Mobile PLI 2.0 at the center of discussion.
Taking Stock of What PLI Has Delivered
The report examines India's PLI programme across three pillars: the Large Scale Electronics Manufacturing (LSEM) scheme for mobile handsets and broader electronics manufacturing, IT Hardware PLI 2.0 for laptops, tablets, servers, and computing devices, and the Electronics Components Manufacturing Scheme (ECMS), which targets domestic component manufacturing capability. Its analysis is organized around three questions likely to dominate the Chintan Shivir discussion: what has the scheme achieved, where do gaps remain, and what should come next.
On the first question, the findings are substantial. India has emerged as the world's 2nd-largest mobile phone manufacturing ecosystem, a position built on rapid production expansion and the diversification of global electronics supply chains toward India. Mobile phone production increased from approximately ₹2.13 lakh crore in FY21 to ₹5.25 lakh crore in FY25, while exports rose nearly eight-fold over the same period, from ₹22,870 crore to approximately ₹2 lakh crore. Electronics overall has become one of India's fastest-growing export categories, climbing from the 7th-largest export category in FY22 to the 3rd-largest by FY25. Industry stakeholders consulted for the report broadly view PLI as a successful accelerator of manufacturing investment, capacity, and India's standing in global supply chains.
https://www.coherentmarketinsi....ghts.com/press-relea