PCB SHORTAGE INDIA
ET Prime Special Series: Multibagger or IBC - Part 78: A tech company hiding inside an auto-parts maker. But with a weak spot
This is one of the most exciting businesses in the sector: A technology company disguised as an auto-parts maker, growing fast, earning exceptional returns, and generating real cash. It is also one of the most concentrated. A single buyer accounts for roughly three-quarters of its sales, and a single type of component for roughly three-quarters of its material costs. The upside is obvious. The fragility is the part investors have to weigh.
Amber Enterprises to make Oppo, OnePlus, Realme phones in India from March 2027
Amber Enterprises will begin smartphone production for Oppo, OnePlus, and Realme in 2027-28. The company plans to produce eight million units in the first year of operations. Production is expected to scale to sixteen million units in the subsequent year. This move aligns with Chinese brands deepening their asset-light manufacturing models in India. Amber also anticipates margin pressure in its bare printed circuit board business.
PCB crunch, US tariffs shrink Q1 electronic component exports
First-quarter electronic component exports shrank 16% year-on-year to $1.34 billion, while overall electronic goods exports increased 22.5%, latest data from the commerce department showed.
Circuit breaker: PCB supply crunch could cut electronics output by 40% within 3 months
Industry body India Printed Circuit Association (IPCA) plans to write to the Centre, state governments, and banks within the next few days, seeking duty exemptions on imported raw materials, emergency grants and special working capital funds for small manufacturers facing liquidity stress, sources said.
PCB makers seek 50% price hike as Iran war crushes supply chains
Domestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production costs driven by the West Asia conflict. The India Printed Circuit Association warns that localization efforts in the $7.27 billion market will stall if manufacturers continue to absorb losses, with input prices soaring up to 150%.
Engineering colleges not imparting employable skills, electronics industry leaders say
Industry leaders say Indian engineering colleges and ITIs are not equipping students with skills needed for the electronics sector, especially in RF, optics, and design. Skill gaps worsen shortages despite rising local investments. Experts urge collaboration on supply chains and R&D to compete globally and scale production efficiently.
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Belagavi MSMEs seek better infrastructure, reduced regulatory burden
Local industrialists say inadequate infrastructure, coupled with the slow adoption of new technologies, is restricting their ability to scale and stay competitive.
Centre receives 150 proposals worth 19,000 crore under ECMS
Many applicants belong to the target product segment of electro-mechanicals for electronic applications segment, for which the minimum revenue stipulated for applicants under the scheme is Rs 50 crore.
Rare earth shortage hits electronic component companies
While applications under the scheme have surged past 110 now, at least 10 firms have sounded out worries at a time when the industry is keen on expanding its production and export footprint, officials at the Ministry of Electronics and Information Technology (MeitY), and industry executives told ET.
Unprecedented AC demand forces makers to airlift components from abroad
Air-conditioning manufacturers in India are facing a surge in demand due to a relentless heatwave, leading to emergency airlifting of components like compressors and circuit boards from global suppliers. Prices are increasing by 4-5%, driven by metal cost hikes. Installations are delayed due to overwhelmed service networks. Industry players, caught off guard by a 50% growth in sales, are grappling with shortages and unexpected demand spikes.
Companies shopping for workers floored by women
"There is a preference to hire women on assembly lines," said Lohit Bhatia, president of workforce management at leading staffing company Quess Corp. "Many automobile, EV and component makers as well as electronics and mobile manufacturers want to specifically hire women in roles that require precision work." Maruti Suzuki, MG Motor and Lumax among others are hiring an increasing number of female apprentices on the shop floor.
Sri Lanka slashes Asia Cup ticket prices to fill empty stadiums
Sri Lanka Cricket has reduced ticket prices for the Asia Cup by up to 95 percent after facing low attendance due to the steep price hike. Previously, tickets for one-day internationals in Sri Lanka costed around 250 rupees ($0.78), but for the Asia Cup, they were increased to 10,000 rupees. In an effort to attract more fans, prices have now been reduced to as little as 500 rupees.
IT hardware manufacturing business could zoom 60-70% near term: Contract makers
Thursday, the Directorate General of Foreign Trade (DGFT), in a notification, said that exemption from import licensing is provided for up to 20 items per consignment for R&D, testing, benchmarking and evaluation, repair and return, product development purposes.
Electronics cos may take a hit as O2 crisis sucks nitrogen out
The government's efforts to mitigate the oxygen crisis that’s affecting Covid-19 patients may cause a shortage of nitrogen, a gas critical for the electronics manufacturing industry.
Pakistan to play 10 bilateral series in 2021: PCB Chief
Mani said in a podcast that Pakistan had lined up 10 bilateral series in the new year and would play around nine Tests, 20 ODIs and 39 T20 matches as there would be no shortage of cricket for players.
Parts running out, handset production in India could soon stop completely
Sourcing is not happening. So, after the first two weeks of March, there will be a shortage of devices.
Parts running out, local handset output may stop
Prices likely to rise; Q4 smartphone sales may fall 10-15%.
India-Pakistan cricket: PCB to wait for BCCI confirmation till Monday
He said the PCB was also not very optimistic about the Indian government giving clearance for the series.
PCB segment holds huge domestic business potential
The Printed Circuit Board (PCB) segment of the electronics industry holds huge business potential in the Indian market.
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