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Smart about smartphones: India must act fast to retain electronics trade advantage amid US tariff shift
The US has imposed a 20% tariff on Chinese goods, offering India a chance to become a key supplier in the electronics market. However, reciprocal tariffs by the US on Indian exports could shift investments to Vietnam. Fast-tracking tariff reductions and securing a bilateral trade agreement with the US are crucial for India to capitalize on this opportunity.
India's electronics manufacturing sector grapples with uncertainty over Trump's tariff threat
Donald Trump's proposed reciprocal tariffs could disrupt India's electronics and semiconductor industries, impacting smartphone exports and manufacturing incentives. Experts urge policy adjustments to safeguard India's role as a global manufacturing hub amid shifting geopolitical trade dynamics.
India may not be the promised land for Elon Musk
Elon Musk's ventures, Tesla and Starlink, face significant hurdles in India's market due to customer preferences, regulation, and competition. Starlink's high costs limit its appeal to urban users, while Tesla struggles with pricing and strong local competitors. Despite potential collaborations, India's regulatory landscape and market dynamics make substantial disruption unlikely for Musk's businesses.
Millennials and Gen Z help small electronics brands ride the big demand wave
Indian consumers, especially millennials and Gen Z, are increasingly favoring smaller electronics brands. These emerging brands, leveraging innovation and competitive pricing, have grown significantly, outpacing larger brands in market share and sales growth. This shift is driven by premium features at lower prices and the rise of ecommerce.
Apple blocks Tinder owner, startups from commercial secrets in India antitrust case
The investigation process has concluded but CCI's senior members are yet to review the findings and pass a final ruling, which could force Apple to pay fines and even change its practices if the company is confirmed to have indulged in wrongdoing.
Musk's Starlink set to disrupt India's internet market
SpaceX's Starlink is set to enter India's internet market through a partnership with Bharti Airtel, promising to revolutionise connectivity in rural areas. With advanced satellite technology, Starlink aims to overcome the traditional infrastructure limitations, potentially increasing competition and digital inclusion in India's vast and underserved regions.
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India vs. New Zealand Champions Trophy 2025 final: Match time, squads, TV channels, where to watch live streaming in U.S
India vs. New Zealand Champions Trophy 2025 final is set for an epic showdown at the Dubai International Cricket Stadium on March 9. India, unbeaten in the tournament, takes on a strong New Zealand side that has won three matches. Fans in the U.S. can watch live on ESPN+ or stream via Willow TV. The match starts at 5:00 AM ET. India has won the tournament twice, while New Zealand won once in 2000.
Public sector banks eye fintech tie-ups; Blinkit, Zepto raise commissions
Happy Friday! Public sector banks are eyeing collaborations with fintech startups to boost lending to MSMEs. This and more in today’s ETtech Morning Dispatch.
Blinkit’s commission shift; Semicon Mission 2.0
Zomato’s Blinkit has overhauled the way it charges commissions to brands and sellers. This and more in today’s ETtech Top 5.
Why dropshipping is the new favourite of e-commerce town
Growing alongside e-commerce, dropshipping is gaining traction among entrepreneurs and small businesses looking for online trade, creating new opportunities for third-party logistics players and digital marketers.
Pay-TV revenue to decline by 1-3% in FY26 due to subscriber churn: ICRA
Indian pay-TV industry revenue is expected to decrease by 1-3% in FY2026. This is due to subscribers moving to OTT platforms and DD Free Dish services. Subscriber base decline will be partially offset by higher ARPU through bundled and premium content. Increased content costs and network investment will reduce margins.
Reliance unit risks India fine in rebuke for Ambani’s empire
Reliance New Energy and Rajesh Exports face penalties for failing to meet deadlines for battery cell production under an Indian government initiative aimed at reducing import dependence. Although companies like Ola Electric have made progress, global market dynamics and high investment costs have posed challenges. Reliance has shifted focus to green hydrogen amid these difficulties.
Will achieve 80% automation in software coding by year-end, our engineers will be out of jobs: InMobi CEO
The company CEO Naveen Tewari urgently called on professionals to upgrade themselves, saying that artificial intelligence (AI) will first come for the highly specialised jobs. "Upgrade yourself, don't ask me to upgrade you. Because this is survival. The world underneath you is shifting," he said, referring to employees.
Apple's India playbook: Discounts, growing ecosystem and a surge in sales
Apple achieved record iPhone sales in India, reaching 12 million in 2024, aided by discounting older models and financing schemes. The company saw increased demand for MacBooks, iPads, and AirPods, driven by strong commercial and consumer interest, while the Apple Watch faced a decline in shipments.
Elon Musk’s empire tells its own DOGE story
Elon Musk's role in the Department of Government Efficiency under President Trump presents significant financial conflicts of interest, as his various companies stand to benefit. However, his involvement creates risks and backlash, with concerns about his influence over critical technology sectors and potential favoritism in regulation and procurement.
New-age stock slump; Cognizant CEO interview
Nearly half of the new-age companies listed since 2021 are trading below their IPO price. This and more in today’s ETtech Top 5.
Seeking the right model: What's keeping India from building its own LLMs
People from around the world hailed DeepSeek for demonstrating that a foundational model can leverage innovative techniques without having to shell out big bucks, and is pegged as an example of how every country including India can make it big in the world of foundation models.
Smartwatch supplies to India drop 30 pc in 2024 on unsatisfactory experience, lack of innovation: Report
Smartwatch supplies to India dropped 30% in 2024 due to unsatisfactory user experience and lack of innovation. While low-cost brands like Fire Boltt, boAt, and Noise saw significant declines, the premium segment grew 147% year-on-year, driven by experienced users upgrading to advanced features. Noise led the market with a 27% share.
boAt planning FY26 IPO to raise Rs 2,000 crore: Report
boAt IPO: boAt, a leading Indian wearable and audio brand, plans to launch its IPO in FY24, aiming to raise ₹2,000 crore at a valuation exceeding $1.5 billion. Despite a 5% revenue dip, the company reported improved profitability and a strong market presence.
Incumbent auto companies poised to lead India's EV transition: Raunak Onkar
The second advantage for incumbents, at least in India, is they have a long history of after sales for their existing vehicles and that has to translate to the EV as well.
OnePlus working on a OnePlus 13 Mini?. Here is what we know so far
OnePlus is working on a mini variant of the 13. OnePlus 13 mini might feature a 6.3-inch display. The device is also rumored to have a 6000 mAh battery.
Sanjiv Mehta on 4 key consumer trends that will decide how people will spend
Sanjiv Mehta, former Chair/CEO of HUL, highlights four key consumer trends in India: a desire for immediate life enjoyment, increased social media sharing, a search for authenticity, and a growing interest in purposeful living. These trends reflect changes in spending patterns and consumer behavior, with an emphasis on experiences, natural products, and aspirational items.
China's SMIC flags chip oversupply risk on weakening demand, rising output
"We face two major concerns for the second half of 2025. First, we expect order volume to decline as demand has been pulled forward to the first half," co-CEO Zhao Haijun told analysts on Wednesday following the release of fourth-quarter earnings.
Valuation of midcap, smallcap stocks alarming with only 6% earnings growth: HDFC Securities CEO Dhiraj Relli
This stimulus could provide crucial support to India's economic growth during a period of global economic uncertainty. However, the relief's actual impact hinges on complex factors including consumer confidence, broader economic conditions, and individual spending behaviours.
Smaller smartphone brands in India like Apple, OnePlus gain market share; challenge top five in 2024
Smaller smartphone brands like Apple, Nothing, and OnePlus gained significant market share in India in 2024 due to robust online sales and innovative designs. These brands are expected to continue growing through increased marketing efforts, higher retailer margins, and expanded after-sales services.
Flipkart Minutes eyes 550 dark stores before ‘Big Billion Days’
Flipkart plans to expand its quick commerce segment by launching 500-550 dark stores before its Big Billion Days sale, aiming to challenge rivals like Blinkit, Zepto, and Swiggy Instamart, with a goal of 300 stores by March 2025.
Airtel outpaces Jio in FY3Q on rebound in user loss, SIM consolidation, rate hikes: Analysts
Airtel's strong financial performance in Q3 of the fiscal year was fueled by SIM consolidation, reduced subscriber losses, and tariff hikes. The company's revenue growth exceeded that of Jio, bolstering market share. The home services segment saw record additions, boosting optimism, while enterprise revenue remained flat. Airtel's stock rose following a significant increase in net profit.
Smartphone brands' call to quick commerce companies puts off offline retailers
Offline retailers are protesting smartphone brands' partnerships with quick commerce platforms, asserting it disrupts the retail network and fuels the grey market. AIMRA is addressing the issue with brands like Vivo, citing increased losses and negative impacts on retailer credibility and trust with customers.
Google eyes WhatsApp's business message crown, pilots RCS-search linkup
Google is piloting RCS integration with Search in India, allowing users to contact businesses directly via AI-powered chat, challenging WhatsApp's "wa.me" links. This aims to capitalize on the growing enterprise messaging market, projected to reach $3.2 billion by 2028.
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