The Indian semiconductor industry established in double income by 2030, reaching $ 108 billion | Photo credit: Reuters
Final demand revenues from the Indian semiconductor industry will double from 2025 to 2030, growing from $ 54 billion to $ 108 billion, according to a report by the Financial Services firm UBS.
The report also anticipates that the income of the localization opportunities will remain around 13 billion in income by 2030.
The report also added that the final market of semiconductors of India will grow by 15 per annual growth rate (CAGR) from 2025 to 2030, with annual revenues that reach $ 108 billion in 2030. UBS SAD to Attar Cagrat Semiconductor, they finish the favorable demography market of India.
India represents only 0.1 percent or the capacity of global wafers, around 1 percent or the annual expenditure of equipment, and a semiconductor final demand of 6.5 percent, according to the report.
The UBS added that the main technological companies are evaluating the relocation of their supply chains in the midst of continuous tariff uncertainties. “Some companies have already embarked on their strategy” China Plus One “by diversifying their final locations of the Assembly beyond China,” the report added.
The technological advantage of India is mainly in its vast group of talents in the software and services industry, while the domain of continental China is in technological manufacturing. Also in semiconductors, India has a unique advantage, with about 20 percent of the global corporation. Despite the uncertainties of the thesis, the United States and continental China are the main final markets. India, with 6.5 percent, is a solid final market for global semiconductors, with $ 54 billion in revenues in 2025.
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Posted on April 12, 2025