The Indian government recently announced that it will restrict the import of personal computers, including laptops and tablet computers. Companies need to apply for licenses in advance to be exempted. The relevant measures are expected to come into effect on November 1. How will this affect global electronics companies as well as the local market in India?

India relies on imports for about 65 percent of personal computer products such as laptops, according to global analyst firm Counterpoint. Among these imports, China accounts for a large proportion. From 2022 to 2023, China will account for about 76.9% of India’s imports of various personal computer products. After the restriction order was issued, the share prices of local electronics companies in India rose sharply. Dixon Technologies rose about 8% on the day after the restraining order was issued.

According to analytics firm Canalys. HP ranked first with a market share of 31.6%, Lenovo ranked second with 19.8%, and Dell ranked third with 14.3%. In the tablet market, the top three are still multinational companies, including Samsung, Apple and Lenovo. Lava in fourth place is Enterprise India.

Electronics giants also responded to the ban. According to Bloomberg, companies such as Apple, Samsung and Hewlett-Packard have suspended the export of personal computers to India. Some analysts also pointed out that in the Indian PC market, the launch of new products may be significantly later than the international market. It is also important to note that the fall semester is about to start, and India will also usher in Diwali in October, which is usually the peak season for sales. The latest restrictions may lead to a tight supply of PC products, and may even lead to short-term price increases.