![]() |
市場調查報告書
商品編碼
2125716
印度IT硬體市場:市場佔有率分析、產業趨勢與統計及成長預測(2026-2031年)India IT Hardware - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
||||||
※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。
根據 Mordor Intelligence 預測,印度 IT 硬體市場規模預計到 2026 年將達到 226.1 億美元,高於 2025 年的 211.7 億美元。
此外,預計到 2031 年市場規模將達到 313.9 億美元,並且預計從 2026 年到 2031 年將以 6.78% 的複合年成長率成長。

本報告按產品類型(個人電腦和工作站、企業網路硬體、企業儲存設備及其他)、應用領域(消費品、企業)、最終用戶產業(銀行、金融服務和保險、零售、IT和電信及其他)以及地區(印度北部、印度東部、印度西部和中部、印度南部)進行細分。市場預測以美元計價。
由於企業級人工智慧專案所需的運算能力是傳統應用的3到5倍,企業被迫採用加速器、高階記憶體和液冷系統,即使是在中階機架中也是如此。戴爾科技預測,其人工智慧伺服器的銷售額將在2025會計年度增加至150億美元,高於上年度的100億美元。 Ola與聯想合作建造擁有7000億參數的「Krutrim 3」模型,需要印度最大的超級電腦,以及200億印度盧比(約2.4億美元)的初始硬體投資。這些旗艦級部署正在樹立採購標準,並將推廣至二級供應商,推高印度IT硬體市場的平均售價,並促使供應商將產品藍圖轉向客製化設計的人工智慧節點。
生產關聯激勵計劃(PLI)框架為本地生產的個人電腦和伺服器的淨銷售額成長提供4-6%的額外獎勵,鼓勵全球原始設備製造商(OEM)將高價值組裝遷至泰米爾納德邦。迪克森科技公司(Dixon Technologies)正在泰米爾納德邦投資1.15億美元,開始生產惠普筆記型電腦,年產量目標為200萬台。聯想的目標是實現個人電腦生產的100%本地化,並計劃在國內組裝人工智慧伺服器。這將減少其高達101億美元的筆記型電腦進口成本,從而減輕其外匯儲備的壓力。早期本地化也將為建構相關組件生態系統奠定基礎。富士康已承諾在泰米爾納德邦投資10億美元用於顯示模組組裝,以降低其對東亞進口的依賴。
印度目前仍有65-70%的半導體依賴進口,使得製造商極易受到DRAM和NAND快閃記憶體價格波動的影響,預計2024-2025年這兩種晶片的價格將上漲15-20%。由於在塔塔PSMC位於古吉拉突邦的工廠於2025年底運作之前,印度國內的晶圓製造廠無法出貨,原始設備製造商(OEM)被迫增加安全庫存,並外匯波動風險。高效能GPU仍然是供應最緊張的領域,前置作業時間長達52-60週,人工智慧伺服器的部署也陷入停滯。這種供應瓶頸增加了營運資金需求,擠壓了利潤空間,並使印度IT硬體市場的預期複合年成長率下降了90個基點。
預計到2031年,企業儲存將以8.08%的複合年成長率(CAGR)實現最高成長,這主要得益於企業對AI最佳化陣列和NVMe over Fabrics架構的廣泛採用。 NetApp在2024會計年度的混合雲端營收達到56.6億美元,其AIPod參考設計成為國內資料中心升級的藍圖。伺服器緊隨其後,複合年成長率為7.18%,這主要得益於邊緣部署和公共部門的需求。 PC和工作站維持了6.94%的複合年成長率,這主要受混合辦公相關的設備升級所推動。企業儲存佔了印度IT硬體市場的大部分佔有率,而PC則佔了42.08%的市場。印表機和影印機的成長速度放緩,反映數位文件工作流程和雲端表單的普及。為了維持平均售價(ASP),供應商透過將AI推理加速器整合到筆記型電腦中,展現了客戶端和伺服器設計理念的融合。
這些進步也導致了價值鏈的重組。專注於 PCIe 5.0 控制器和支援 CXL 的 DIMM 的組件供應商獲得了長期訂單,因為超大規模資料中心業者需要確定性的延遲。網路硬體的重心轉向軟體定義疊加網路,這蠶食了傳統底盤交換機的收入,同時也為針對分店邊緣環境最佳化的安全 SD-WAN 設備創造了新的機會。這種消費模式的轉變,從資本支出 (CapEx) 採購轉向結合設備和訂閱的混合套餐,擴大了印度 IT 硬體市場。
According to Mordor Intelligence, India IT hardware market size in 2026 is estimated at USD 22.61 billion, growing from 2025 value of USD 21.17 billion with 2031 projections showing USD 31.39 billion, growing at 6.78% CAGR over 2026-2031.

This report is Segmented by Product Type (PCs and Workstations, Enterprise Networking Hardware, Enterprise Storage Devices, and More), End-User Industry (Consumer, and Enterprise), Industry (BFSI, Retail, IT and Telecom, and Other End-User Industries), and Geography (North India, East India, West and Central India, and South India). The Market Forecasts are Provided in Terms of Value (USD).
Enterprise AI projects require 3-5 times more compute capacity than traditional applications, pushing firms to specify accelerators, advanced memory, and liquid cooling even for mid-range racks. Dell Technologies projects USD 15 billion in AI server revenue in fiscal 2025, up from USD 10 billion a year earlier. Ola's partnership with Lenovo to build Krutrim 3, a 700-billion-parameter model, necessitates India's largest supercomputer and an initial INR 2,000 crore (USD 240 million) hardware outlay. Such flagship deployments set procurement baselines that ripple into Tier-2 enterprises, increasing the India IT Hardware market's average selling price and shifting vendor roadmaps toward purpose-built AI nodes.
The PLI framework offers 4-6% incremental incentive on net incremental sales of locally manufactured PCs and servers, encouraging global OEMs to relocate higher-value assembly lines. Dixon Technologies invested USD 115 million in Tamil Nadu to manufacture HP notebooks, with output slated at 2 million laptops annually. Lenovo targets 100% local PC production and plans to assemble AI servers domestically, cutting a USD 10.1 billion laptop import bill that previously constrained foreign-exchange reserves. Early localization also seeds ancillary component ecosystems. Foxconn has committed USD 1 billion for display module assembly in Tamil Nadu, reducing dependence on East Asian imports.
India still imports 65-70% of its semiconductors, exposing manufacturers to volatile DRAM and NAND pricing that rose 15-20% over 2024-25. Local fabrication will not ship commercial wafers until Tata-PSMC's Gujarat fab comes online in late 2025, prompting OEMs to hold larger safety stocks and hedge currency in component sourcing. High-performance GPUs remain the tightest node, stretching lead times to 52-60 weeks and stalling AI server rollouts. The bottleneck inflates working capital needs and dampens margin profiles, carving 90 basis points off the projected India IT Hardware market CAGR.
Other drivers and restraints analyzed in the detailed report include:
For complete list of drivers and restraints, kindly check the Table Of Contents.
Enterprise storage accounted for the fastest 8.08% CAGR through 2031 as enterprises deployed AI-optimized arrays and NVMe-over-Fabrics architectures. NetApp's hybrid-cloud revenue reached USD 5.66 billion in fiscal 2024, and its AIPod reference design became a blueprint for domestic data-center upgrades. Servers followed at 7.18% CAGR, fueled by edge deployments and public-sector demand. PCs and workstations maintained a 6.94% CAGR, buttressed by hybrid-work refreshes. The India IT Hardware market size for enterprise storage represented a significant share, while PCs retained 42.08% of the India IT Hardware market share. Printers and copiers trailed, reflecting digital document workflows and cloud forms adoption. Vendors integrated AI-inference accelerators inside notebooks to protect ASPs, signaling the convergence of client and server design philosophies.
The evolution also reshaped value chains. Component suppliers focusing on PCIe 5.0 controllers and CXL-ready DIMMs secured longer-term orders as hyperscalers demanded deterministic latency. Networking hardware pivoted toward software-defined overlays, cannibalizing traditional chassis switch revenues but opening opportunities in secure SD-WAN appliances tuned for branch edge. The shift enlarged the India IT Hardware market as consumption moved from capex purchases to hybrid device-plus-subscription bundles.