Dixon Technologies and Amber Enterprises in Focus

India’s Importance for Chinese Smartphone Brands India has emerged as the largest overseas market for major Chinese smartphone brands, including Vivo, Oppo, Realme and OnePlus. In CY25, India accounted for: 34% of Vivo's global smartphone shipments 23% of Oppo's global smartphone shipments 35% of Realme's global smartphone shipments 32% of OnePlus's global smartphone shipments Potential Positive for Domestic Electronics Manufacturing The heavy dependence of these brands on the Indian market highlights the growing importance of the country's smartphone manufacturing ecosystem. This could be a positive development for domestic electronics manufacturing and EMS players such as Dixon Technologies and Amber Enterprises, which are expanding their presence in mobile and electronics manufacturing. Continued localisation of manufacturing and components could create additional opportunities for Indian contract manufacturers. Key Takeaway India's growing importance in the global smartphone supply chain could support the long-term growth opportunity for domestic EMS companies. Going forward, new client additions, localisation, manufacturing volumes and margin expansion will remain key factors to watch for Dixon Technologies and Amber Enterprises. Disclaimer: This content is for educational and informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.