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🇮🇳 Indian Semiconductor Market to Hit $108 Billion by 2030: UBS Report Ka Kya Kehna Hai?

🇮🇳 Indian Semiconductor Market

India ka semiconductor market ab sirf ek developing sector nahi, balki ek global hotspot banne ja raha hai. UBS ki latest report ke mutabik, India ki semiconductor industry 2025 tak $54 billion ki ho jaayegi, aur 2030 tak iska size double hokar $108 billion pahuch sakta hai.

Ye growth ek impressive 15% CAGR (Compound Annual Growth Rate) ke saath aayegi—jo ki global average se bhi zyada fast hai. Toh chaliye dekhte hain kya keh raha hai UBS ka analysis, aur kya ye India ke liye ek tech revolution ki shuruaat hai?

Indian Semiconductor Industry Growth 2025–2030: Kya Hai Drivers?

UBS ki report ne kuch major growth drivers highlight kiye hain:

  • Young aur tech-savvy population

  • Businesses ka high-end chip adoption

  • Supportive government initiatives jaise Make in India, PLI schemes (Production Linked Incentives), aur Digital India Mission

  • Localization efforts jo approx $13 billion ka revenue generate karenge by 2030

Global Positioning: Abhi Kahan Hai India, Aur Kahaan Ja Sakta Hai?

Filhaal, India ka semiconductor manufacturing footprint thoda limited hai:

  • Global wafer capacity ka sirf 0.1% India ke paas hai

  • Sirf 1% global semiconductor equipment spend India mein hoti hai

  • Lekin global semiconductor demand ka 6.5% aaj bhi India se aata hai

Yani demand to strong hai, bas supply aur infrastructure ko boost dene ki zarurat hai.

India Ka Edge: Chip Designers Aur Software Talent

Jab baat chip design ki hoti hai, toh India ek unsung hero hai. Around 20% of global chip designers India mein hi kaam karte hain, mostly MNCs ke R&D centers mein.

Yeh talent pool hi hai jo India ko semiconductor ke design and innovation segment mein world leader banne ki potential deta hai.

China Plus One Strategy: India Ka Strategic Advantage

UBS report yeh bhi batati hai ki kaafi multinational companies apni supply chains rethink kar rahi hain—thanks to tariff uncertainties aur geo-political tensions.

Is context mein, “China plus one” strategy India ke favour mein jaa rahi hai:

  • Final assembly units shift ho rahe hain China se bahar

  • India ban raha hai ek attractive alternate destination with policy support and growing demand

Government Support & Policy Push: Future Kaha Ja Raha Hai?

India ka focus ab sirf consumption pe nahi, production aur self-reliance pe bhi hai. Government ne multiple semiconductor policies launch kiye hain:

  • Semicon India Programme

  • PLI Schemes for Semiconductor & Display Fab

  • Strategic tie-ups with global tech firms

Yeh sab initiatives India ke semiconductor ecosystem ko aur strong banayenge in the next 5 years.

Conclusion: Kya India Banega Agla Semiconductor Superpower?

Jitna strong demand India mein hai, utna hi potential bhi hai. UBS report clearly indicate karti hai ki agar right investment aur infrastructure support milta raha, toh India ka semiconductor market 2030 tak $108 billion tak pahuchna bilkul realistic hai.

Aur jab design, development aur demand teenon India mein align ho rahe hain, toh future bright hai!

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