Computers and electronics: Chokepoints and risks
Assemblers turning chips and displays into phones, PCs, servers and consumer devices
Chokepoints and risks
- Chips and memory are the gating input: three DRAM makers with about 92% of revenue6 and one leading-edge foundry set supply for the whole industry.
- China still dominates component and sub-assembly supply, and rare-earth magnet and mineral export controls can halt lines elsewhere.
- Assembly margins are thin; India's electronics output of ₹11.3 lakh crore rests heavily on imported components4,5.
- Tariff and trade-policy swings (US-China, US-India) can move assembly between countries within a year.