Overview

• China has restricted exports of gallium, germanium and graphite since mid-2023, leaving India dependent on China for more than 80% of key electronics, solar and battery components.
• GTRI’s report calls for a nationwide reverse-engineering initiative with sector-specific industrial labs to develop open-access blueprints for commonly imported goods.
• The proposed ’Localize-100’ tracker would monitor progress in substituting the top 100 low- and mid-tech imports from China.
• Fiscal year 2025 data show a USD 100 billion trade deficit as imports from China surged and exports to China declined sharply.
• Officials are evaluating tax breaks and grants to spur domestic manufacturing and deepen investments in deep-tech sectors.