As policymakers, industry leaders, and researchers prepare to gather at Bharat Mandapam, New Delhi, for Chintan Shivir 2026 — a Government of India stakeholder consultation convened by the Electronics and Computer Software Export Promotion Council (ESC India) on July 10, 2026, from 9:00 AM to 1:00 PM — a new report from Coherent Market Insights (CMI) is set to inform the day's agenda.
CMI has been named Knowledge Partner and has developed a co-branded research report, "Impact of the PLI Scheme on ESC India's Chintan Shivir 2026 submitted as direct input to the Chintan Shivir process. The consultation is designed to shape the next phase of India's electronics manufacturing policy, with the Production Linked Incentive (PLI) scheme and a proposed successor, Mobile PLI 2.0 at the center of discussion.
Taking Stock of What PLI Has Delivered
The report examines India's PLI programme across three pillars: the Large Scale Electronics Manufacturing (LSEM) scheme for mobile handsets and broader electronics manufacturing, IT Hardware PLI 2.0 for laptops, tablets, servers, and computing devices, and the Electronics Components Manufacturing Scheme (ECMS), which targets domestic component manufacturing capability. Its analysis is organized around three questions likely to dominate the Chintan Shivir discussion: what has the scheme achieved, where do gaps remain, and what should come next.
On the first question, the findings are substantial. India has emerged as the world's 2nd-largest mobile phone manufacturing ecosystem, a position built on rapid production expansion and the diversification of global electronics supply chains toward India. Mobile phone production increased from approximately ₹2.13 lakh crore in FY21 to ₹5.25 lakh crore in FY25, while exports rose nearly eight-fold over the same period, from ₹22,870 crore to approximately ₹2 lakh crore. Electronics overall has become one of India's fastest-growing export categories, climbing from the 7th-largest export category in FY22 to the 3rd-largest by FY25. Industry stakeholders consulted for the report broadly view PLI as a successful accelerator of manufacturing investment, capacity, and India's standing in global supply chains.
What the Consultation Will Likely Debate
It's on the second and third questions — gaps and next steps — where the report's findings are expected to feed most directly into policy debate. Industry consultations captured in the report converge on a single theme: the scale achieved so far in assembly has not been matched by depth in domestic component manufacturing. The report calls this out as the defining structural gap of the current moment, and identifies closing it as the central priority for whatever policy framework follows PLI's first phase.
Concretely, the report points to five priorities likely to surface at Chintan Shivir: strengthening domestic electronics component manufacturing, accelerating semiconductor ecosystem development, reducing dependency on imported high-value components, improving supplier ecosystem maturity, and enhancing design and R&D capabilities. Its central framing moving "from assembling electronics in India to creating complete electronics value chains in India" is likely to shape how the proposed Mobile PLI 2.0 framework is ultimately designed.
CMI's Role at the Table
CMI will be represented at Chintan Shivir 2026 by Mohit Shrivastava, AVP – Research and Consulting, attending on behalf of Raj Shah, CEO and Founder of Coherent Market Insights, underscoring the firm's role in bringing research-backed evidence directly into a live government policy process.
About Chintan Shivir 2026
Chintan Shivir 2026 is a Government of India stakeholder consultation organized by ESC India to solicit structured input from industry and research partners ahead of policy decisions on the next phase of electronics manufacturing incentives.
About Coherent Market Insights
Coherent Market Insights (CMI) is a global market intelligence and consulting firm delivering data-driven insights across multiple industries. Headquartered in India, with a presence in the U.S. and strategic partnerships across the U.K. and Japan, CMI supports clients in over 32 countries with 300+ full-time consultants and a global network of domain experts across 24 countries.
For business inquiries, contact: sales@coherentmarketinsights.com