China-Plus-One Was Just China All Along

An anonymous reader shares a report: India's blueprint for displacing China as the world's electronics workshop contains a rather extraordinary feature: the entire Indian edifice requires Chinese companies to supply the technical architecture, manufacturing know-how and operational templates that would make such displacement theoretically possible.

Let's start with Dixon Technologies, India's flagship domestic electronics manufacturer. The company has systematically built indigenous capability through a growing constellation of Chinese partnerships: Longcheer provides the design intelligence, Kunshan Q-Tech delivers camera module expertise, Chongqing Yuhai supplies precision-molded components and HKC brings display technology. This pattern of structured dependence has become the organizing principle of India's electronics manufacturing push.

The current architecture sees Chinese companies retain control of the critical knowledge while their Indian partners provide labour arbitrage and regulatory navigation. Under this arrangement, India isn't constructing an alternative to Chinese manufacturing so much as establishing Chinese manufacturing's most elaborate subsidiary operation, underwritten by Indian taxpayers and marketed as national renewal. Many countries, but most importantly India and Vietnam, have worked hard in recent years to attract businesses that decided to diversify away from China, a strategy analysts have dubbed as 'China Plus One.'

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