Overview

• Alphabet is expediting plans to move a significant share of Pixel smartphone assembly from Vietnam to India, driven by proposed U.S. tariffs on Vietnamese imports.
• The U.S. has proposed tariffs of 46% on Vietnamese-made devices compared to 26% on Indian-assembled products, prompting Alphabet to fast-track its supply chain diversification strategy.
• Google currently produces 43,000–45,000 Pixel units per month in India, primarily for the domestic market, with Dixon and Foxconn leading assembly efforts in Noida and Tamil Nadu respectively.
• Discussions are underway to expand production for U.S. exports and potentially localize components such as enclosures, sensors, chargers, and batteries to deepen India’s supply chain role.
• This move aligns with India’s ambitions to become a global electronics manufacturing hub and ongoing India–U.S. trade negotiations targeting $500 billion in bilateral commerce by 2030.