As Trump hints at slapping tariffs on Chinese goods again and global companies rethink supply chains, one question keeps popping up—Can India step in where China ruled? Short answer: Yes. Longer answer? Let’s break it down.
Why the World is Moving Away From China 😨
- Covid Aftermath: The Covid pandemic every nation in the world resent China
- Global Anti-China ( Made in China) sentiment
- Brand’s China+1 Strategy
- China’s monopoly over majority of rare earth minerals
- And now Trump’s Tariff playbook
Why India Is Ready for the Spotlight
- Young Workforces : More than 65% of India’s population is below 35
- Cheap labour cost comparable to China
- Government schemes: Make in India, PLI and collateral free loan scheme like Mudra for small & medium size businesses and startups
- And Massive domestic demand and export capability
7 China dominated industries India can takeover
1. Textiles & Apparel
- China leads globally, but India has raw materials, skilled labor and strong government push
- PLI scheme and rising export demand offer huge potential
2. Toys & Games
- China conrols ~75% of global supply
- India’s toy export has jumped 40% in 5 years
- With govt support, this can become a billion dollar export play
3. Electronics Assembly
- Apple now makes 1 in 4 phones in India
- electronics output has crossed $115 Billion in 2024
- India is offering ₹40,000+ crore in incentives for component manufacturing
- If India offers tax incentives for component suppliers, the industry can boom in no time
4. Ceramics & Kitchenware
- Morbi(Ceramic City of India): Supplies 90% of India’s ceramic export
- India is already the 2nd largest tile exporter globally. If it modernizes production and eases export logistics, especially for bulk international orders, it could easily overtake China in this space.
5. Artificial Jewelry & Accessories
- India’s edge: Rich artisan culture, unique designs
- Rising exports: Through platforms like Amazon & Etsy
- China currently holds around 25% of global jewelry market and India can easily steal this spot due to high tariff by US president Donald Trump
6. Footwear & Leather
- India’s rank: 2nd largest footwear producer after china
- Due to lack of branding and scale currently India is just one step behind China
- India’s got the volume but lacks global branding muscle—for now. But with the right push, it’s just one smart move away from the top spot
7. Renewable Energy Equipment
- China’s lead: controls over 80% of solar panel export
- India’s shift: India is already building large solar parks as a shift towards renewable energy
- Currently India lacks lithium battery manufacturing in bulk due to lack of infrastructure
- India is already promoting this industry by lowering the taxes and offering PLI schemes.
🔚 Final Thoughts: India’s Window of Opportunity
The world is ready to diversify—and India is perfectly positioned to step up.
With its massive workforce, growing infrastructure, and rising global trust, India can easily fill the gaps China is leaving behind in labor-intensive manufacturing. But it’s not just about low costs anymore. Quality, consistency, and global branding matter more than ever.
Each of these seven industries represents a real shot at something bigger: becoming the world’s next factory floor—but this time, with smarter policies and sustainable growth.
All it needs is the will to act, and act fast. Because the window is wide open, but it won’t stay that way forever.
