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CareEdge:2025印度电子及电子制造服务(EMS)行业研究报告(中译版)(128页).pdf

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1、 for Submitted by CARE Advisory Research and Training Ltd Industry Research Report on Electronics&Electronics Manufacturing Services Industry August 2025 Draft 2 Research Report on Electronics&Electronics Manufacturing Services Industry on Table of Contents 1 Economic Outlook 8 1.1 Global Economy 8

2、1.2 Indian Economic Outlook 10 1.2.1 GDP Growth and Outlook.10 1.2.2 Indias GDP Per Capita.10 1.2.3 Gross Value Added(GVA).11 1.2.4 Consumer Price Index.12 1.2.5 Industrial Growth.12 1.2.6 Growth of the middle class in India.13 1.2.7 Overview on Key Demographic Parameters.14 1.3 Concluding Remarks 1

3、8 2 Overview of Global Electronics&Electronics Manufacturing Services Industry 2.1 Electronics Market Size&Segmentation 19 2.1.1 Electronics Market by Geographies.19 2.1.2 Electronics Market by Segmentation-B2B2B vs B2B2C.21 2.1.3 Electronics Market by End-User Industries.21 2.1.4 Electronics Market

4、 by Manufacturing-In house vs EMS.23 2.1.5 Per capital Consumption of Electronics in Major Economies.23 2.1.6 Electronics Manufacturing Contribution to GDP for Major Countries.25 2.2 Evolution of Global EMS Industry 26 2.3 EMS Industry Size&Segmentation 26 2.3.1 Electronics Manufacturing Services(EM

5、S)Market by Services.27 2.3.2 Electronics Manufacturing Services(EMS)Market by Geographies.28 2.3.3 Electronics Manufacturing Services(EMS)Market by Segmentation-B2B2B vs B2B2C.30 2.3.4 Electronics Manufacturing Services(EMS)Market by End-user Industries.30 2.3.5 Market Drivers&Restraints.32 3 Overv

6、iew of Electronics&Electronics Manufacturing Services in India 3.1 Electronics Market Size&Segmentation 33 3.1.1 Indian Electronics Market by Segments.34 3.1.2 Indian Electronics Market by End-User Industries.35 3.1.3 Indian Electronics Production as a%of GDP.37 3.1.4 Comparison of Indian Domestic E

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1. **全球经济与印度经济**:全球GDP增速预计2025年达2.8%,印度为6.2%,居主要经济体首位;印度有望2027年成全球第三大经济体(GDP 5.1万亿美元)。 2. **电子制造业规模**:全球电子市场2024年规模2.19万亿美元,预计2029年增至3.14万亿美元(CAGR 7.5%);印度电子市场增长强劲,制造业占GDP比重提升。 3. **关键驱动因素**:印度中产阶级人口(2021年4.32亿→2031年7.15亿)、城市化率(36.4%→2036年40%)及数字支付激增(2021-2025年CAGR 50.1%)推动消费需求。 4. **政策与挑战**:政府基建投资(2026财年资本支出11.21万亿卢比)与“印度制造”政策支持增长,但面临全球贸易紧张及供应链压力。
印度经济前景如何? 电子市场增长动力是什么? 中产阶级崛起有何影响?
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