Electronics manufacturers in India remain cautiously optimistic following President Trump’s new tariffs, which impose a 27% duty on Indian electronics exports to the US.

While this poses immediate risks, especially from lower-tariff countries like Brazil, UAE, and Saudi Arabia, India may gain a competitive edge as rivals like China and Vietnam face higher tariffs of 54% and 46%, respectively. Industry leaders stress the need for a comprehensive India-US trade agreement to protect India’s $10 billion electronics exports, projected to reach $80 billion. Despite the tariff hit, India’s lower electronics imports from the US could offer flexibility for reciprocal adjustments. Apple’s manufacturing presence adds strategic importance to India’s growth narrative in global electronics supply chains.