West Asia Conflict Puts India's Electronics Supply Chain on Alert Despite No Major Disruptions Yet

The electronics and semiconductor supply chain in India has so far avoided significant disruptions stemming from the ongoing conflict in West Asia. However, industry leaders are raising concerns about the potential impact if hostilities continue for an extended period. According to industry executives and market analysts speaking with businessline, electronics exports from India primarily move through air freight. While shipments destined for West Asia have come to a halt, alternative routes remain available, though they come with substantially higher costs. On the import side, the industry currently maintains visibility on component availability for roughly three to four weeks, but this timeline depends heavily on the continued flow of maritime cargo. Sasikumar Gendham, who serves as President of the Electronics Industries Association of India (ELCINA), explained that logistics operations in West Asia have essentially ground to a halt for exports.