Import restrictions! Giants such as Apple and Samsung have responded, and the government of this country has announced that laptops | computers | government
The Indian government recently announced restrictions on the import of personal computers, including laptops and tablets. Companies need to apply for a license in advance to be exempted, and the relevant measures are expected to take effect from November 1st. What impact will this have on global electronics companies and the local Indian market?
Analysis indicates that India's move is mainly aimed at boosting its electronic manufacturing industry and reducing its dependence on imports.
![Import restrictions! Giants such as Apple and Samsung have responded, and the government of this country has announced that laptops | computers | government](https://a5qu.com/upload/images/14cfd7ba436b02ecfcce6b987fe68364.jpg)
According to data from global analysis firm Counterpoint, approximately 65% of personal computer products in India, such as laptops, rely on imports. Among these imports, China accounts for a large proportion, accounting for approximately 76.9% of India's imports of various personal computer products from 2022 to 2023.
After the restriction order was issued, the stock prices of domestic electronics companies in India rose significantly. Dixon Technology rose by approximately 8% on the same day after the restriction was issued.
![Import restrictions! Giants such as Apple and Samsung have responded, and the government of this country has announced that laptops | computers | government](https://a5qu.com/upload/images/b1084a09f7e7b6e957529540151ecb83.jpg)
By sorting out the market share of Indian electronic products, we will take a detailed look at which companies may be affected.
According to data from the analysis company Canalys, this chart shows the top five companies in the desktop and laptop markets in 2022. Among them, HP ranked first with a market share of 31.6%, Lenovo ranked second with a share of 19.8%, and Dell ranked third with a share of 14.3%. In the tablet market, the top three are still multinational corporations, including Samsung, Apple, and Lenovo. The fourth ranked lava is an Indian company.
![Import restrictions! Giants such as Apple and Samsung have responded, and the government of this country has announced that laptops | computers | government](https://a5qu.com/upload/images/b4942ea82ad968a6887ccf31737e0589.jpg)
Electronic product giants have also responded to the ban. According to Bloomberg, companies such as Apple, Samsung, and HP have temporarily suspended exporting personal computers to India.
Analysis also suggests that the launch of new products in the Indian personal computer market may be significantly delayed compared to the international market. Additionally, it should be noted that the autumn semester is about to begin, and in addition, India will also welcome the Diwali Festival in October, which is usually the peak season for sales. The latest restrictions may lead to a tight supply of personal computer products, and may even lead to short-term price increases.
![Import restrictions! Giants such as Apple and Samsung have responded, and the government of this country has announced that laptops | computers | government](https://a5qu.com/upload/images/fd4ee21ecbe7695d68a059cdb57aa4c5.jpg)
In fact, in May of this year, the Indian government introduced an approximately $2 billion incentive plan, hoping to replicate the successful experience of the mobile phone industry and attract more computer manufacturers to settle down and produce in India, but there was little interest at that time. Now, the restrictions further reflect India's desire to play an important role in the global electronic product supply chain. India hopes to manufacture $300 billion worth of electronic products by 2026.