The Influence Mechanism of Global E-commerce on India’s Electronic Product Export Trade: Strategy, Policy and Competitive Advantage

Abstract

Aims: To evaluate the influence mechanism of Global E-commerce (GEC) on India’s electronic product export trade and identify strategic policy recommendations to achieve the national target of USD 1 trillion in merchandise exports by 2030.   Study Design: This study employs a qualitative policy analysis and a foundational review of national trade and manufacturing performance.   Methodology: Grounded in a digital trade policy framework, the paper utilizes a foundational review of manufacturing metrics and export statistics from the Directorate General of Foreign Trade (DGFT). It analyzes the influence mechanism of government initiatives like the Production Linked Incentive (PLI) and India Semiconductor Mission (ISM) while comparing the efficiency of traditional trade channels against GEC frameworks.   Results: Total electronics production in India surged from ₹1.9 lakh crore in 2014–15 to ₹11.3 lakh crore in 2024–25. In the first quarter of FY 2025–26, India's export performance took a massive leap, growing by 47% to reach USD 12.41 billion. This surge was primarily driven by a 55% year-on-year explosion in smartphone shipments. On the domestic front, the transformation has been equally dramatic: we’ve moved from having just two mobile manufacturing units in 2014 to over 300 units by 2025. Conclusion: Global E-commerce (GEC) acts as a powerful engine for India's export trade. Ultimately, this study contributes to digital trade theory and global value chain analysis by providing a scalable export policy model for emerging economies striving for high-tech industrial upgrading.