India aims to shift telecom from assembly hub to AI-driven deep-tech leader
A KPMG report warns that while India can scale telecom assembly, over 70% of critical deep-tech components are still imported.
The study highlights the convergence of artificial intelligence and telecom infrastructure into a unified ecosystem. It outlines a "Telecom Intelligence Stack" roadmap that would move India from low-margin assembly to high-margin design, semiconductor fabrication, radio access equipment, and proprietary IP. The analysis stresses that domestic ownership of these advanced layers is essential for future growth.
Why it matters
India’s shift to home-grown telecom deep-tech could boost its economy and reduce reliance on foreign suppliers.
In this story
India telecomdeep technologyartificial intelligenceimport dependencesemiconductor manufacturingtelecom intelligence stackradio access systemsintellectual propertydesign
