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.
Across industry consultations, the report finds a consistent verdict: PLI has worked as a manufacturing accelerator, lifting investment confidence, expanding production capacity, and repositioning India within global electronics supply chains.
The Core Gap: From Manufacturing Scale to Manufacturing Depth
Yet the report is equally clear that scale was only the first chapter. What it identifies as the defining gap of this moment is depth - the extent to which India makes the components inside the devices it assembles, rather than just the devices themselves. Closing that gap, industry consultations suggest, means strengthening domestic component manufacturing, accelerating the semiconductor ecosystem, reducing reliance on imported high-value components, deepening supplier maturity, and building out design and R&D capability.
The report distills the shift ahead in a single line: the task now is moving "from assembling electronics in India to creating complete electronics value chains in India."
Representation at the Event
CMI will be represented at Chintan Shivir 2026 by Mohit Shrivastava, AVP - Research and Consulting, attending on behalf of Raj Shah, CEO and Founder of Coherent Market Insights.
About Chintan Shivir 2026
Chintan Shivir 2026 is a Government of India stakeholder consultation organized by ESC India to gather structured input from industry and research partners ahead of policy decisions on the next phase of electronics manufacturing incentives.
About ESC India
The Electronics and Computer Software Export Promotion Council (ESC India) works to promote India's electronics, IT hardware, and software export ecosystem, engaging regularly with government bodies on trade and manufacturing policy matters.
About Coherent Market Insights
Coherent Market Insights (CMI) is a global market intelligence and consulting firm delivering data-driven insights across multiple industries. Headquartered in India, with a presence in the U.S. and strategic partnerships across the U.K. and Japan, CMI supports clients in over 32 countries with 300+ full-time consultants and a global network of domain experts across 24 countries.
For business inquiries, contact: sales@coherentmarketinsights.com
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