July 2026, Coherent Market Insights: New Delhi's Bharat Mandapam is set to host one of the most consequential policy gatherings in India's electronics manufacturing calendar - Chintan Shivir 2026. Convened by the Electronics and Computer Software Export Promotion Council (ESC India) at the direction of the Government of India, the stakeholder consultation will run from 9:00 AM to 1:00 PM on July 10, 2026, bringing together policymakers, industry leaders, and researchers around a single question: what comes next for India's Production Linked Incentive (PLI) scheme.
Coherent Market Insights (CMI) is proud to participate as Knowledge Partner, contributing a co-branded research report that will serve as direct input to the consultation.
Where Policy and Industry Converge
Chintan Shivir 2026 arrives at a pivotal moment for India's electronics manufacturing story. The first phase of PLI proved that India could build manufacturing scale - the consultation is designed to determine what the next phase should build instead: depth. The session is structured to solicit direct, structured input from industry and research partners ahead of government decisions on the successor programme, including the proposed Mobile PLI 2.0 framework.
In that capacity, CMI has developed "Impact of the PLI Scheme on India's Electronics Manufacturing Ecosystem," a report combining industry consultations, stakeholder perspectives, and secondary research. It is built around three questions central to the day's discussion: what the PLI scheme has achieved, where ecosystem gaps remain, and what interventions are needed to carry India's electronics manufacturing growth into its next phase.
A Scale-Up Story, Told in Numbers
The report's findings trace a rapid transformation. India has emerged as the world's second-largest mobile phone manufacturing ecosystem, a rise underpinned by expanding production capacity and the diversification of global electronics supply chains toward India. Mobile phone production climbed from approximately Rs. 2.13 lakh crore in FY21 to Rs. 5.25 lakh crore in FY25, while exports over the same period grew nearly eight-fold - from Rs. 22,870 crore to approximately Rs. 2 lakh crore. Electronics as a category has climbed the export rankings just as quickly, moving from the 7th-largest export category in FY22 to the 3rd-largest by FY25.