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India electronics export momentum closing the gap with petroleum outbound share
This shift indicates India is transitioning toward higher-value supply chain competitiveness, reducing petroleum dependency and strengthening manufacturing-led export defensibility.
India’s electronics export ramp driven heavily by the iPhone production boom is projected to surpass petroleum export value over the coming horizon. The scale jump is being attributed to multi-year supply chain relocation, semiconductor adjacent flexibility, dedicated PLI productivity, and aggressive production expansion across high-spec contract factories. Manufacturing strategists say the export structure shift places India into the same competitive comparative advantage zone previously dominated exclusively by East Asia velocity players. For investors, this trend compresses India’s sensitivity to crude price fluctuations and strengthens the export mix durability narrative.