Inc42 Datalabs：2026年印度半导体产业的崛起研究报告（英文版）（51页）.pdf

1、 INDIAS SEMICONDUCTORUPRISING REPORT 2026Silicon Sovereignty Meets Startup OpportunityExecutive SummaryAI Has Turned Chips Into Strategic InfrastructureAI-Driven Chip Demand Meets Supply BottlenecksChip Shortages,Tariffs&Geopolitics Reshaping Global Supply ChainsIndias Rise As The“China+1”Resilience

2、 NodeTen-Year Roadmap For Indias Semiconductor Ecosystem Indias Semiconductor Readiness In Four PillarsIndias Market Share Upside And Growth OutlookDecoding The Indian Semiconductor Mission Domestic Demand Pull From EVs,Telecom,Electronics&Data CentresIndias Semiconductor Startup Landscape Across Th

3、e Value ChainStartup Opportunity Map Across Design,Packaging,Materials And EquipmentBibliography&MethodologyEXECUTIVESUMMARYSemiconductors Have Become Strategic Infrastructure In The AI EconomyGlobal AI infrastructure capex is projected to exceed$5.2 Tn by 2030,shifting value upstream to chip suppli

4、ersAI accelerator markets alone could surpass$500 Bnby 2028By 202728,7080%of devices(PCs,smartphones)are expected to embed AI-optimised processorsSemiconductor supply,not software innovation,is now the primary bottleneck to AI growthTaiwan produces 90%+of advanced chips,creating systemic geopolitica

5、l riskA major disruption could erase up to$10 Tn in global economic outputGovernments and corporations are actively pursuing“China+1”diversification strategiesCapital is shifting toward domestic or allied semiconductor ecosystemsIndias Semiconductor Market Is Scaling Rapidly,With Startup-Led Value C

6、reationIndias semiconductor market projected to grow from$62 Bn(2026)to$155 Bn by 2031Potential to account for 910%of global demand by decades endDomestic smartphone production has expanded28X since FY1520%of global iPhones are now assembled in IndiaIndia hosts 20%of the worlds semiconductor design