Daybreak

India has become one of the world’s largest electronics manufacturers, powered by scale, assembly lines, and global contracts. But much of the design, components, and technology still sit elsewhere.

In this episode, we look at why the government is now backing electronics components, what India’s EMS firms built first, and what they postponed.

As India pushes deeper into the supply chain, the question shifts from volume to ownership. What does it take to move from assembling electronics to truly building them? Also, how did China get it right?

Tune in.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

What is Daybreak?

Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful.

Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.