印度成長展望：轉型與大趨勢，2040 年

India's Growth Outlook: Transformations and Megatrends, 2040

出版日期: 2025年12月31日 | 出版商:

Frost & Sullivan | 英文 75 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

2040年，加速數位化、綠色轉型、製造業擴張和人口優勢將推動印度經濟規模達到11.46兆美元。

印度正處於歷史性的經濟轉型邊緣，預計2030年將成為世界第三大經濟體，2040年名義GDP將達到11.46兆美元。這一成長軌跡的支撐因素是快速數位化、綠色轉型、製造業規模擴大、都市化和人口優勢等支柱領域的結構性變革。

印度正在經歷的重大轉型包括人工智慧賦能的自動化、智慧基礎設施和清潔能源主導的崛起，這些都得益於印度人工智慧使命、國家基礎設施計畫和綠色氫能使命等政策框架的支持。在生產連結獎勵計畫和全球供應鏈多元化策略的推動下，製造業的成長預計將助力印度在2040年達到全球製造業佔4%。都市化和特大城市叢集將為印度GDP貢獻2.6兆美元，而消費模式則朝向高階和自由裁量權支出的轉變，則預示著印度市場正向價值主導市場轉型。

這種前瞻性的宏觀經濟觀點也著重強調了印度的人口趨勢，例如69%的勞動年齡人口和10億Z世代/阿爾法世代成員，這些都將推動數位化和創業成長。策略機會涵蓋人工智慧融合、智慧城市技術、可再生能源生態系統、數位化醫療和先進製造業等領域。

成長機會1：透過人工智慧實現工業轉型和企業自動化
成長機會2：智慧基礎設施與城市技術
成長機會3：能源轉型與清潔技術
成長機會 4：醫療保健、醫療技術和技術賦能照護的數位化
成長機會5：先進製造業、供應鏈轉型及海灣合作理事會地區的機會

附錄與後續步驟

成長機會帶來的益處和影響
下一步
圖表清單

簡介目錄

Product Code: PG6M-90

Digital Acceleration, Green Transition, Manufacturing Scale-Up, and Demographic Advantage Will Drive India's $11.46 Trillion Economy by 2040

India is on the cusp of a historic economic transformation. It is projected to become the world's third-largest economy by 2030, with a nominal GDP of $11.46 trillion by 2040. This growth trajectory is underpinned by structural shifts across pillars, including rapid digitalization, green transition, manufacturing scale-up, urbanization, and demographic advantage.

Key transformations India is undergoing include the rise of AI-powered automation, smart infrastructure, and clean energy dominance. These are supported by policy frameworks such as the IndiaAI Mission, National Infrastructure Pipeline, and Green Hydrogen Mission. India's manufacturing ascent, bolstered by Production-Linked Incentives and a global supply chain diversification pivot, will drive India's share in global manufacturing to 4% by 2040. Urbanization and mega city clusters will generate $2.6 trillion in GDP, while a consumption pivot toward premiumization and discretionary spending signals a shift toward value-driven markets.

This macroeconomic thought leadership also highlights India's demographic trends. For example, 69% of the working-age population and a trillion-strong Gen-Z/Alpha cohort will fuel digital adoption and entrepreneurial growth. Strategic opportunities span AI integration, smart city technologies, renewable energy ecosystems, healthcare digitization, and advanced manufacturing.

Research Scope

Scope of Analysis

Growth Environment: India's Macroeconomic Transformation by 2040

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8(TM)
The Impact of the Top 3 Strategic Imperatives on India's Macroeconomic Transformation

Growth Generator in India's Macroeconomic Outlook for 2040

Growth Metrics
Growth Drivers
Growth Restraints
Forecast Methodology and Key Assumptions
Top 10 Predictions-India's Economic Transformation, 2040

I. India's Resilient Macro Fundamentals

India's Five-Decade Journey from Reform to Global Leadership
India's Leap in Nominal GDP by 2040
India Leads the Global Growth Pack
India's Price Discipline as a Growth Enabler

India as a Manufacturing Powerhouse

India is Redefining Global Manufacturing by 2040
Strategic Enablers of India's Manufacturing Ascent
India's Exports-Driven Economic Transformation
Fastest Growing Manufacturing Sub-Sectors
Sector Potential Analysis - FDI Inflows

India's Mega Cities as Global Economic Powerhouses

Nominal GDP by City
Tier I and Tier II City 2040 Potential
Key Emerging Greenfield Next-Gen Cities in India

India's Booming Infrastructure Economy

India Federal Government Infrastructure Spending
Private Sector Infrastructure Potential
Key Infrastructure Projects in India

India's Great Consumption Pivot

India's Rapid Shift Toward Affluent Consumers
India's Premiumization Surge
Nuclearization of India's Household Structure
Rural Modernization: India's Socio-Economic Shift
Discretionary Spending

India's Demographic Dividend

Population Distribution by Age Groups
Population Distribution by Generation
Major Demographic-Driven Trends

India as a Global Entrepreneurial Hub

India's Unicorn Landscape and Potential
Government Policy and Funding Support for India's Start-Ups

India as a Global Talent and Knowledge Economy Hub

Global Capability Center-Workforce Trajectory
Tertiary Skill Distribution-Current Trends and Future Potential
All Investment Landscape and Policy Playbook

IX. India as a Smart and Digitally Connected Society

Digital India as the Engine of a Smart, Connected Nation
Key Drivers and Enablers of India's Digital Acceleration
Societal and Economic Impact-The India 2040 Digital Dividend

Growth Opportunity Universe

Growth Opportunity 1: AI-Powered Industry Transformation and Enterprise Automation
Growth Opportunity 2: Smart Infrastructure and Urban Technologies
Growth Opportunity 3: Energy Transition and Clean Tech
Growth Opportunity 4: Healthcare Digitization, Medtech, and Tech-Enabled Care
Growth Opportunity 5: Advanced Manufacturing, Supply Chain Shift, and GCC Opportunity