Xiaomi may eye smartphone assembly partnership with Dixon in India.

August 18, 2023

Key Takeaways:

 

  • Xiaomi may partner with Indian assembler Dixon for smartphone assembly, potentially affecting other EMS partners like FIH, BYD, and DBG.
  • Dixon, as a local Indian EMS, can benefit from production-linked incentives (PLI), potentially reducing Xiaomi's production costs and sharing these benefits.
  • In contrast, Chinese-backed firms like DBG and BYD may struggle to secure PLI incentives in India, highlighting Dixon's advantage in this aspect.

 

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Authors

Eddie Han

Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.

  • Xiaomi
  • Dixon
  • EMS
  • FIH
  • BYD
  • DBG
  • PLI