毕马威：2026印度电子制造服务（EMS）产业机遇报告：从组装加工枢纽迈向一体化制造产业高地（英文版）（32页）.pdf

1、 2026KPMG.Make the Difference.Indias ElectronicFrom assembly hub to integrated manufacturing powerhouseManufacturing Services(EMS)opportunity:Indias Electronic Manufacturing Services(EMS)opportunity 2026 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member

2、firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited,a private English company limited by guarantee.All rights reserved.2The global rewiring of electronics manufacturingIndias EMS opportunity:Scale built,depth pendingSegment-level strategic prio

3、ritisationStructural constraintsThe strategic future of Indias EMS industry0309162027Indias Electronic Manufacturing Services(EMS)opportunity 2026 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member firm of the KPMG global organization of independent membe

4、r firms affiliated with KPMG International Limited,a private English company limited by guarantee.All rights reserved.3Indias Electronic Manufacturing Services(EMS)opportunity 2026 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member firm of the KPMG global

5、 organization of independent member firms affiliated with KPMG International Limited,a private English company limited by guarantee.All rights reserved.4For three decades,the dominant logic of global electronics supply chains was clear:concentrate manufacturing where it is cheapest,leverage scale,an

6、d optimise for unit cost.Chinas established ecosystemdeep supplier networks,a large skilled workforce,and sustained infrastructure investmentpositioned it as the leading global center for electronics manufacturing.By the early 2020s,China accounted for approximately 25-30 per cent1of global electron