Энэтхэгийн засгийн газар Хятадын Vivo болон орон нутгийн үйлдвэрлэгч Dixon Technologies компанийн хамтарсан үйлдвэр байгуулах төслийг албан ёсоор баталлаа.
Энэхүү шийдвэр нь 2024 оны 12 дугаар сард зарлагдсан хөрөнгө оруулалтын түншлэлийг хэрэгжүүлэх боломжийг бүрдүүлж байна. Энэтхэг улс 2020 оноос хойш хил залгаа орнуудын хөрөнгө оруулалтад тавих хяналтаа чангатгасан бөгөөд уг хамтарсан үйлдвэр нь Dixon-ийн 51 хувь, Vivo-гийн 49 хувийн эзэмшилтэй байхаар бүтэцлэгджээ. Тус үйлдвэр нь Vivo-гийн ухаалаг гар утасны захиалгыг гүйцэтгэхээс гадна бусад брэндүүдэд зориулсан цахим бүтээгдэхүүн үйлдвэрлэх боломжтой юм.
Энэхүү түншлэл нь Хятадын ухаалаг гар утасны брэндүүд Энэтхэгийн зах зээлд үйл ажиллагаагаа тогтвортой явуулах шинэ загвар болж байна. Сүүлийн жилүүдэд Apple компани Энэтхэгийг үйлдвэрлэлийн гол төв болгосон ч Хятадын брэндүүд дотоодын зах зээлийн 72 хувийг эзэмшдэг хэрнээ экспортын 10-аас бага хувийг бүрдүүлж байгаа юм. Шинэ хамтарсан үйлдвэр нь Vivo-д бодлогын хувьд илүү таатай нөхцөл бүрдүүлэхээс гадна Dixon компанийн үйлдвэрлэлийн хүчин чадлыг жилд 20-22 сая ширхэг гар утсаар нэмэгдүүлэх төлөвтэй байна.
Counterpoint Research-ийн шинжээч Тарун Патакын үзэж буйгаар, энэхүү түншлэл нь талуудын хувьд харилцан ашигтай бөгөөд Энэтхэгийн цахим хэрэгслийн үйлдвэрлэлийг өргөжүүлэхэд чухал алхам болж байна. Dixon компани нь өмнө нь Xiaomi зэрэг брэндүүдтэй хамтран ажиллаж байсан туршлагатай бөгөөд энэ удаагийн шийдвэр нь тус компанийг Энэтхэгийн электроникийн зах зээлийн гол гүйцэтгэгч болох байр суурийг нь бэхжүүлж байна. Vivo нь 2025 оны нэгдүгээр улирлын байдлаар Энэтхэгийн ухаалаг гар утасны зах зээлийг 23 хувийн эзэмшилтэйгээр тэргүүлж байгаа билээ.
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India on Thursday approved a manufacturing joint venture between China’s Vivo and local manufacturer Dixon Technologies, a move that could mark the next phase of the country’s smartphone manufacturing boom after Apple helped turn India into a global smartphone production hub.
The approval allows Vivo to proceed with a long-delayed manufacturing partnership first announced in December 2024, after New Delhi cleared the investment under investment rules introduced in 2020 that require extra government scrutiny of investment from countries sharing a land border with India — a category that includes China. The joint venture will acquire certain manufacturing assets from Vivo, manufacture part of the company’s smartphone orders in India, and can also produce electronic products for other brands, according to a stock exchange filing by Noida-based Dixon.
The 51/49 venture — majority-owned by Dixon, with Vivo holding the remaining stake — reflects a broader shift in how Chinese smartphone brands are expanding manufacturing in India through local partnerships. For an industry watching how governments referee the relationship between Chinese capital and domestic manufacturing, the structure, analysts believe, could become a template for similar arrangements across the industry, helping broaden India’s smartphone manufacturing story beyond Apple.
Over the past few years, India has emerged as a major global smartphone manufacturing hub as Apple and its suppliers expanded iPhone production in the country while diversifying supply chains beyond China. Government incentives have also helped attract global electronics manufacturers, boosting the country’s role in global smartphone production.
Apple spent years building its manufacturing footprint in India and today accounts for 57% of the country’s smartphone exports by volume, according to Counterpoint Research’s data shared with TechCrunch. Chinese brands, on the other hand, dominate India’s smartphone market sales with 72% of the market, but contribute less than 10% of exports, a gap that shows how much upside is still on the table if they start exporting from India the way Apple does.
Apple’s India manufacturing expansion has largely been driven by suppliers such as Foxconn and Tata. Chinese smartphone brands, meanwhile, are increasingly exploring partnerships with Indian companies after New Delhi tightened investment rules for neighboring countries following the 2020 border clashes with China. Several of those companies, including Oppo, Vivo, and Xiaomi, have also faced tax and regulatory investigations in India in recent years, which helps explain why ceding majority control to an Indian partner is now looking like the more sustainable path forward.
Local partnerships such as the Dixon-Vivo venture offer Chinese brands a more stable operating model, while aligning with India’s push for greater local participation in electronics manufacturing, said Tarun Pathak, research director at Counterpoint Research.
“The approval of this joint venture creates a win-win for both players,” Pathak told TechCrunch. He added that the majority-Indian-owned structure provides Vivo with greater policy alignment while giving Dixon the scale to deepen local value addition and pursue exports.
Vivo has manufactured and exported smartphones from India for years, but the approved venture marks a shift toward a majority Indian-owned manufacturing structure as the market leader deepens its footprint in the world’s second-largest smartphone market. The Chinese smartphone vendor retained the top spot in India’s smartphone market with a 23% shipment share in Q1, per Counterpoint.
For Dixon, India’s largest electronics manufacturing services company, the venture could add annualized manufacturing volumes of about 20 million to 22 million smartphones, based on Vivo’s current sales, according to comments by Managing Director Atul Lall during the company’s May earnings call. That’s a meaningful volume bump for a public company whose growth increasingly hinges on winning exactly these kinds of manufacturing contracts.
Dixon already manufactures smartphones for Xiaomi, suggesting the Vivo venture builds on an expanding role as a manufacturing partner for both global and Chinese smartphone brands in India, and reinforces its position as one of the more reliable bets in India’s electronics build-out.
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