인도의 반도체 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

The India semiconductor market size stood at USD 12.41 billion in 2026 and is projected to reach USD 17.42 billion by 2031, advancing at a 7.02% CAGR during 2026-2031.

A steady fiscal push under the Production Linked Incentive and Design Linked Incentive schemes is lowering entry barriers and attracting capital-intensive wafer fabrication as well as assembly, test, mark, and pack facilities. Mature-node capacity additions, especially at 28-110 nanometers, are aligning with surging domestic demand for analog, power-management, and microcontroller devices. Programmed electrification of transport, expansion of BharatNet fiber, and the construction of hyperscale data centers are each catalyzing distinct waves of silicon demand, prompting multinational integrated-device manufacturers to deepen local design footprints. Meanwhile, domestic firms are leveraging open-source RISC-V cores to tap niche microcontroller, power semiconductor, and sensor opportunities, signaling a gradual shift from import dependence toward indigenous value creation.

India Semiconductor Market Trends and Insights

Government Incentive Schemes (PLI, DLI)

A combined outlay of INR 760 billion (USD 9.1 billion) under the Production Linked Incentive and Design Linked Incentive programs is lowering capital costs by as much as 50% for qualified projects, making greenfield fabs commercially viable where they once were prohibitive. Tata Electronics began site preparation for a 300-millimeter facility in Dholera that targets 50,000 wafer starts per month at mature nodes, and Micron Technology's back-end plant in Sanand dispatched its first packaged memory in late 2024. The Union Budget 2025 further eliminated customs duties on lithography tools and ultrapure gases, trimming build-out timelines and import barriers. Collectively, these fiscal levers are steering the India semiconductor market toward a more vertically integrated footing.

Rapid Electrification of Transport

Electric-vehicle sales are rising precipitously under the Faster Adoption and Manufacturing of Hybrid and Electric Vehicles scheme, which allocates INR 100 billion (USD 1.2 billion) to charging infrastructure. Higher voltage drivetrains require silicon-carbide MOSFETs, insulated-gate bipolar transistors, and power-management ICs, boosting demand for devices that India has historically imported. Automotive end-user revenue is therefore forecast to grow at an 8.66% CAGR, the fastest among all verticals. The upcoming Dholera fab will dedicate part of its capacity to analog power-management ICs and microcontrollers for electric two-wheelers and passenger cars, narrowing supply-chain exposure to offshore foundries.

Skill Shortage in Advanced-node Engineering

The India Electronics and Semiconductor Association estimates a shortfall of 300,000 engineers across design, fabrication and test disciplines, despite a projected need for 85,000 additional professionals by 2027. Local universities are expanding curricula, and the India Semiconductor Mission has set aside INR 5 billion (USD 60 million) for scholarships and apprenticeships, yet attrition rates above 20% persist in key design hubs. The talent squeeze risks delaying tape-outs and stretching ramp-up timelines, especially for 2-nanometer and below.

Other drivers and restraints analyzed in the detailed report include:

1. 5G Roll-out and BharatNet Fibre Expansion
2. Data-Center and AI Workloads
3. Limited Ultrapure Water and Power Infrastructure

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Transistors held 48.92% of discrete-device revenue in 2025, yet diodes are expected to grow at a 7.82% CAGR to 2031 as electric-vehicle chargers and renewable-energy inverters favor silicon-carbide Schottky designs that minimize switching losses. The India semiconductor market size for discrete diodes is therefore set to expand in line with nationwide charger rollouts linked to the FAME program. Varistors, thyristors and transient-voltage suppressors remain relevant for surge protection in telecom and consumer devices, ensuring a balanced product mix.

Cyient-Azimuth's ARKA GKT-1 system-on-chip, slated for mid-2026 production, integrates gate drivers and MOSFETs on one die, shrinking board space for two-wheeler OEMs. The Design Linked Incentive scheme's emphasis on compound semiconductors is poised to unlock domestic gallium-nitride transistor development, reducing import reliance for 5G base-station equipment and satellite terminals. Across industrial automation and UPS applications, insulated-gate bipolar transistors continue to dominate high-current switching, anchoring transistor demand even as diode shipments accelerate.

Light-emitting diodes commanded 38.83% of optoelectronic revenue in 2025, but laser diodes are projected to outpace with an 8.02% CAGR, reflecting data-center upgrades to 400-gigabit and 800-gigabit Ethernet. Image sensors, chiefly CMOS, service a buoyant smartphone market of more than 150 million annual shipments, while optocouplers enable galvanic isolation in industrial motor drives.

India's local optoelectronics output remains nascent, with over 80% of parts imported, prompting the phased manufacturing program to offer 15% capital subsidies for photonic IC fabs. BharatNet's fiber build-out will require roughly 50 million optical transceivers by 2030, creating a sizable captive market for vertical-cavity surface-emitting lasers. Initiatives in Kerala and Telangana are exploring photonics assembly lines, signaling early-stage regional diversification within the India semiconductor market.

The India Semiconductor Market Report is Segmented by Device Type (Discrete Semiconductors, Optoelectronics, Sensors and MEMS, and Integrated Circuits), Integrated Circuit Type (Analog, Micro, Logic, and Memory), Technology Node (Less Than or Equal To 3nm, 5nm, 7nm, 16nm, 28nm, and More), End-User Industry (Automotive, Communication, Consumer Electronics, and More). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. Tata Electronics Private Limited
2. Vedanta-Foxconn Semiconductors Limited
3. Bharat Electronics Limited
4. MosChip Technologies Limited
5. Applied Materials India Private Limited
6. ASM Technologies Limited
7. Suchi Semiconductors Private Limited
8. NXP Semiconductors N.V.
9. HCL Technologies Limited
10. Infineon Technologies AG
11. Renesas Electronics Corporation
12. STMicroelectronics N.V.
13. Powerchip Semiconductor Manufacturing Corporation
14. Intel Corporation
15. Samsung Electronics Co., Ltd.
16. Qualcomm Incorporated
17. Micron Technology, Inc.
18. Texas Instruments Incorporated
19. MediaTek Inc.
20. Taiwan Semiconductor Manufacturing Company Limited

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Government Incentive Schemes (PLI, DLI)
  • 4.2.2 Rapid Electrification of Transport
  • 4.2.3 5G Roll-out and BharatNet Fibre Expansion
  • 4.2.4 Data-Centre and AI Workloads
  • 4.2.5 Indigenous GaN/SiC Pilot Fabs
  • 4.2.6 Trusted Defense-grade Fab Accreditation
• 4.3 Market Restraints
  • 4.3.1 Skill Shortage in Advanced-node Engineering
  • 4.3.2 Limited Ultrapure Water and Power Infrastructure
  • 4.3.3 Fragmented OSAT Capacity
  • 4.3.4 Land and Environmental Clearance Delays
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory and Incentive Framework
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Buyers
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Threat of Substitute Products
  • 4.7.4 Threat of New Entrants
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 SWOT Analysis (India IC Design D Fab D ATP)
• 4.9 Investment Analysis (CapEx Trends and Funding Flows)

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Device Type
  • 5.1.1 Discrete Semiconductors
    • 5.1.1.1 Diodes
    • 5.1.1.2 Transistors
    • 5.1.1.3 Power Transistors
    • 5.1.1.4 Rectifiers and Thyristors
    • 5.1.1.5 Other Discrete Devices
  • 5.1.2 Optoelectronics
    • 5.1.2.1 Light-Emitting Diodes (LEDs)
    • 5.1.2.2 Laser Diodes
    • 5.1.2.3 Image Sensors
    • 5.1.2.4 Optocouplers
    • 5.1.2.5 Other Optoelectronic Devices
  • 5.1.3 Sensors and MEMS
    • 5.1.3.1 Pressure Sensors
    • 5.1.3.2 Magnetic Field Sensors
    • 5.1.3.3 Actuators
    • 5.1.3.4 Acceleration and Yaw Rate Sensors
    • 5.1.3.5 Temperature and Other Sensors
  • 5.1.4 Integrated Circuits
    • 5.1.4.1 By Integrated Circuit Type
      • 5.1.4.1.1 Analog
      • 5.1.4.1.2 Micro
        • 5.1.4.1.2.1 Microprocessors (MPU)
        • 5.1.4.1.2.2 Microcontrollers (MCU)
        • 5.1.4.1.2.3 Digital Signal Processors
      • 5.1.4.1.3 Logic
      • 5.1.4.1.4 Memory
    • 5.1.4.2 By Technology Node (For Integrated Circuits)
      • 5.1.4.2.1 Less Than or Equal to 3nm
      • 5.1.4.2.2 5 nm
      • 5.1.4.2.3 7 nm
      • 5.1.4.2.4 16 nm
      • 5.1.4.2.5 28 nm
      • 5.1.4.2.6 Greater Than 28nm
• 5.2 By End-User Industry
  • 5.2.1 Automotive
  • 5.2.2 Communication (Wired and Wireless)
  • 5.2.3 Consumer Electronics
  • 5.2.4 Industrial
  • 5.2.5 Computing and Data Storage
  • 5.2.6 Data Center
  • 5.2.7 Artificial Intelligence
  • 5.2.8 Government (Aerospace and Defense)

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, JVs, MoUs)
• 6.3 Market Share Analysis
• 6.4 Company Profiles {includes Global-level Overview, Market-level Overview, Core Segments, Financials, Strategic Information, Market Rank/Share, Products and Services, Recent Developments}
  • 6.4.1 Tata Electronics Private Limited
  • 6.4.2 Vedanta-Foxconn Semiconductors Limited
  • 6.4.3 Bharat Electronics Limited
  • 6.4.4 MosChip Technologies Limited
  • 6.4.5 Applied Materials India Private Limited
  • 6.4.6 ASM Technologies Limited
  • 6.4.7 Suchi Semiconductors Private Limited
  • 6.4.8 NXP Semiconductors N.V.
  • 6.4.9 HCL Technologies Limited
  • 6.4.10 Infineon Technologies AG
  • 6.4.11 Renesas Electronics Corporation
  • 6.4.12 STMicroelectronics N.V.
  • 6.4.13 Powerchip Semiconductor Manufacturing Corporation
  • 6.4.14 Intel Corporation
  • 6.4.15 Samsung Electronics Co., Ltd.
  • 6.4.16 Qualcomm Incorporated
  • 6.4.17 Micron Technology, Inc.
  • 6.4.18 Texas Instruments Incorporated
  • 6.4.19 MediaTek Inc.
  • 6.4.20 Taiwan Semiconductor Manufacturing Company Limited

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment