BAJAJ BROKING
Alphabet plans to move a major portion of its Google Pixel production from Vietnam to India due to looming US tariff hikes. Dixon and Foxconn will lead this shift. Local sourcing of parts will increase, possibly impacting Dixon share price.
Alphabet Inc, the parent company of Google, is set to relocate a significant portion of its Google Pixel smartphone manufacturing from Vietnam to India. The move, prompted by looming tariff uncertainties under evolving US trade policies, will initially focus on smartphones exported to the United States.
Talks have reportedly advanced with Indian contract manufacturers Dixon Technologies and Foxconn, as Alphabet accelerates its diversification strategy. This development is part of a larger plan to reduce overdependence on Vietnamese and Chinese manufacturing hubs.
Also read: PFC Flags Rs.307 Crore Default by Gensol Engineering in EV Lease
Tariff Shift Trigger: US may impose up to 46% tariff on Vietnam imports, compared to 26% on India.
Local Manufacturing Expansion: Dixon to handle 65–70% of newer Pixel models in India.
Production Uplift: Current Indian output is 43,000–45,000 units/month; likely to rise sharply.
Also read: Bharti Airtel Acquires 400MHz 5G Spectrum from Adani Data Networks
The shift comes amid discussions between the US and India on finalising a trade agreement to double bilateral trade to $500 billion by 2030. India’s more favourable tariff structure and growing manufacturing capabilities position it as a strategic hub for tech exports.
Alphabet is also planning to localise key Pixel components like chargers, fingerprint sensors, enclosures, and batteries — currently mostly imported. This localisation effort could reduce production costs and support India’s “Make in India” initiative, potentially benefiting manufacturers like Dixon.
Foxconn and Dixon Technologies are already assembling Pixel smartphones in India. Foxconn, operating from Tamil Nadu, handles older models, while Dixon, working with Taiwan’s Compal Electronics at its Noida facility, produces most of the newer devices. Dixon currently manages 65–70% of India’s Pixel output.
Parameter | Details |
Main Reason for Shift | US tariff risks on Vietnam imports |
Tariff Rate on Vietnam | Up to 46% (paused by 90 days) |
Tariff Rate on India | 26% baseline tariff |
Indian Partners | Dixon Technologies, Foxconn |
Current Monthly Output | 43,000–45,000 units |
Production Focus | US-bound new Pixel models |
Dixon Share in Output | 65–70% |
Alphabet’s expedited plans to manufacture in India signal a broader supply chain pivot and could strengthen Dixon Technologies’ business outlook. Investors closely tracking Dixon share price may view this shift as a key driver of long-term growth. As localisation deepens and Pixel exports ramp up, Dixon share price could gain further momentum in response to increased order volumes and strategic importance.
Also read: Ashoka Buildcon Bags Rs.568.86 Crore Railway Contract from Central Railway
Disclaimer: Investments in the securities market are subject to market risk, read all related documents carefully before investing.
This content is for educational purposes only. Securities quoted are exemplary and not recommendatory.
For All Disclaimers Click Here: https://www.bajajbroking.in/disclaimer
Share this article:
Disclaimer :
The information on this website is provided on "AS IS" basis. Bajaj Broking (BFSL) does not warrant the accuracy of the information given herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or suitability for any particular purpose. While BFSL strives to ensure accuracy, it does not guarantee the completeness, reliability, or timeliness of the information. Users are advised to independently verify details and stay updated with any changes.
The information provided on this website is for general informational purposes only and is subject to change without prior notice. BFSL shall not be responsible for any consequences arising from reliance on the information provided herein and shall not be held responsible for all or any actions that may subsequently result in any loss, damage and or liability. Interest rates, fees, and charges etc., are revised from time to time, for the latest details please refer to our Pricing page.
Neither the information, nor any opinion contained in this website constitutes a solicitation or offer by BFSL or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.
BFSL is acting as distributor for non-broking products/ services such as IPO, Mutual Fund, Insurance, PMS, and NPS. These are not Exchange Traded Products. For more details on risk factors, terms and conditions please read the sales brochure carefully before investing.
Investments in the securities market are subject to market risk, read all related documents carefully before investing. This content is for educational purposes only. Securities quoted are exemplary and not recommendatory.
For more disclaimer, check here : https://www.bajajbroking.in/disclaimer
Level up your stock market experience: Download the Bajaj Broking App for effortless investing and trading