China’s latest supply chain controls are raising fresh concerns for India’s electronics manufacturing sector, with industry players seeking government support as they warn of disruptions to factory operations and expansion plans. The curbs are being seen as a challenge to India’s effort to position itself as an alternative global electronics manufacturing hub.
As per report by The Economic Times , Beijing formalized the tighter rules in April through two State Council decrees, 834 and 835. The measures expand Chinese regulatory scrutiny over supply chain decisions, restrict information collection and supply chain due diligence, and create potential liabilities for executives involved in shifting manufacturing out of China.
Industry executives quoted in the reports said the rules could affect global firms and their suppliers that have moved, or are planning to move, parts of their supply chains to India. The framework also appears to give Chinese authorities broad discretion over whether shipments of equipment or components are approved, adding uncertainty for manufacturers reliant on Chinese inputs.
The concern comes as India has been trying to accelerate electronics production and attract investment under its China+1 strategy. Reports said the restrictions may hit Apple suppliers, joint ventures, and upcoming component factories, while also complicating routine compliance work for firms operating across borders.
The industry has now reached out to the Indian government for relief, arguing that the curbs could destabilize supply chains and slow investment. At the same time, some observers say the pressure could push India to build deeper domestic capabilities over the longer term.
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