China Manufacturing Decoded

India Rising: Can It Replace China as a Manufacturing Giant?

Listen Later

With tariffs rising and China becoming a trickier manufacturing partner, many American importers are looking to India. In this episode, we explore the manufacturing landscape in South India, especially when it comes to sourcing PCB assemblies. You’ll gain first-hand insights from a recent trip and learn what makes India both promising and challenging. 

In addition, we discuss U.S.-India Trade Relations in the context of the hot tariff war between the USA and China. Could India be a beneficiary and a good option for American businesses to pivot to?

 

Show Sections
  • [00:00] — Intro: Why India Is on the Radar for U.S. Importers
  • [01:10] — Trade Show Trends and Shifting Attention
  • [03:52] — A Visit to Bangalore: Local Insights
  • [05:27] — PCBA Landscape: Smaller, Manual, but Growing
  • [09:27] — Government Clients Dominate, but Consumer Work Emerging
  • [12:35] — Lead vs. Lead-Free Soldering: Exporters Take the Lead-Free Route
  • [14:41] — Indian Customs Challenges: Real or Overblown?
  • [16:32] — Overall Impressions of Bangalore/Southern India as a Manufacturing Base
  • [18:04] — U.S.-India Trade Relations: Opportunity Rising
  • [23:41] — The Tariff Game: Geopolitical Leverage
  • [27:54] — Challenges India Must Overcome to Scale Up
  • [35:36] — The Rise of the Indian Wider Ecosystem
  • [37:59] — Wrapping up

    •  

    Related content...
    • Bangalore PCBA Suppliers (Ground Level Insights – April 2025)
    • India Has a Golden Opportunity to Capture U.S. Business From China (WSJ)
    • Vance and Modi meet in New Delhi to discuss trade deal and avoid US tariffs
    • Read all of our blog posts about India

      •  

      Get in touch with us
        • Connect with us on LinkedIn
        • Contact us via Sofeast's contact page
        • Subscribe to our YouTube channel
        • Prefer Facebook? Check us out on FB

          • Get in touch with us
            • Connect with us on LinkedIn
        • Contact us via Sofeast's contact page
        • Subscribe to our YouTube channel
        • Prefer Facebook? Check us out on FB
          • ...more
          View all episodesView all episodes
          Download on the App Store
          China Manufacturing DecodedBy Sofeast
          • 5
          • 5
          • 5
          • 5
          • 5

          5

          4 ratings

          More shows like China Manufacturing Decoded

          View all
          The Joe Rogan Experience by Joe Rogan

          The Joe Rogan Experience

          228,818 Listeners

          From Our Own Correspondent by BBC Radio 4

          From Our Own Correspondent

          365 Listeners

          Sinica Podcast by Kaiser Kuo

          Sinica Podcast

          612 Listeners

          The President’s Inbox by Council on Foreign Relations

          The President’s Inbox

          712 Listeners

          FT News Briefing by Financial Times

          FT News Briefing

          673 Listeners

          The Intelligence from The Economist by The Economist

          The Intelligence from The Economist

          2,534 Listeners

          Serious Sellers Podcast: Learn How To Sell On Amazon FBA & Walmart by Helium 10

          Serious Sellers Podcast: Learn How To Sell On Amazon FBA & Walmart

          532 Listeners

          All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

          All-In with Chamath, Jason, Sacks & Friedberg

          9,918 Listeners

          The Rest Is History by Goalhanger

          The Rest Is History

          14,594 Listeners

          The Rest Is Politics by Goalhanger

          The Rest Is Politics

          3,099 Listeners

          The News Agents by Global

          The News Agents

          1,041 Listeners

          Merryn Talks Money by Bloomberg

          Merryn Talks Money

          48 Listeners

          Bloomberg Daybreak: Europe Edition by Bloomberg

          Bloomberg Daybreak: Europe Edition

          4 Listeners

          Prof G Markets by Vox Media Podcast Network

          Prof G Markets

          1,335 Listeners