loader2
Login Open ICICI 3-in-1 Account
  • Text Size
  • Text to Speech
  • Color Contrast
  • Pause Animations

Open ICICI
3-in-1 Account

Manage your Savings, Demat and Trading Account conveniently at one place

+91

BLOG

Google plans to shift all Pixel production out of China by 2027

ICICIdirect Research 19 Aug 2026 DISCLAIMER

News: As per media reports, Google plans to shift all Pixel production out of China by 2027, with India and Vietnam emerging as key manufacturing hubs. The move covers Pixel smartphones, smartwatches and wireless earbuds and reflects Google’s efforts to diversify its supply chain amid rising geopolitical risks.

View: Currently, Google Pixel smartphones in India are largely manufactured by Dixon Technologies and Foxconn, with Dixon manufacturing through its subsidiary Padget Electronics in partnership with Compal. Google’s reported plan to shift Pixel production out of China by 2027 and expand manufacturing across India and Vietnam should provide a meaningful incremental opportunity for Dixon. With Google selling ~1.3 crore Pixel smartphones annually, even a partial shift of incremental global volumes to India could provide a sizeable volume opportunity for Dixon that comes at high realisation. Further, increasing exports and localisation of components could improve value addition per device over time.

Impact: Positive

Download ICICI Direct app

Invest, Track, and Manage your Portfolio Anytime, Anywhere

Download ICICI Direct app

Invest, Track, and Manage your Portfolio Anytime, Anywhere