India’s Semiconductor Surge: Building a Million Jobs in IoT & Embedded Systems by 2026
- Chinmay
- June 11, 2025
- India, News, Semiconductor Industry
- electronics sector jobs, Embedded systems jobs, embedded systems training, hands-on engineering skills, India semiconductor mission, IoT and embedded systems future, IoT career opportunities, semiconductor jobs in India, semiconductor manufacturing India, VLSI job growth
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India is undergoing a silent revolution — one silicon wafer at a time. With billions being poured into semiconductor fabrication, assembly, and design, the country is set to become a global powerhouse not just in chip manufacturing, but in the booming sectors that rely on it — IoT, embedded systems, automotive electronics, and smart infrastructure. The coming decade will belong to engineers who understand how to build things — not just with code, but with circuits, microcontrollers, sensors, and logic. And the numbers don’t lie.
The Semiconductor Surge Has Begun
In 2024–25 alone, India has approved and initiated multiple large-scale semiconductor investments:
- Micron Technology is investing ₹13,000 crore in a packaging and test facility in Gujarat.
- HCL and Foxconn have launched a ₹3,700 crore JV in Noida (Jewar), aimed at producing 36 million display driver chips a month by 2027 — with 2,000 direct jobs in Phase 1.
- Tata Electronics has partnered with Bharat Electronics Limited (BEL) for indigenous semiconductor solutions and defense-grade electronics.
- ARM Embedded leased over 400,000 sq. ft in Bangalore, expanding design and embedded IP operations.
All of this is backed by the India Semiconductor Mission, a ₹76,000 crore policy push to bring chip manufacturing home.
Market Size & Future Projections
India’s semiconductor market stood at USD 38 billion in 2024, and is expected to grow to USD 105–110 billion by 2030. Some projections even suggest end-demand revenues will double to USD 108 billion by 2030. Driving this are sectors like:
- Consumer electronics
- Automotive and EVs
- Telecom (5G rollout)
- Industrial automation
- IoT and smart infrastructure
Notably, India now has six chip facilities (fabs or ATMPs) in various stages — in Gujarat, Karnataka, Assam, Uttar Pradesh, and Tamil Nadu.
Embedded Systems & IoT: The Real Job Multipliers
What makes this growth exciting is not just the chip plants — but the entire ecosystem they enable. Every sensor, smart device, drone, EV, and home automation system runs on embedded chips. This means India’s investment will unlock massive demand for:
- Embedded firmware engineers
- IoT solution developers
- VLSI designers and test engineers
- PCB designers and hardware engineers
- Edge computing and data acquisition experts
The Indian embedded systems market alone is projected to grow at over 10% CAGR, riding on IoT adoption, electronics in vehicles, and industrial upgrades.
Hands-on Skills Will Decide Who Gets Hired
Despite 600,000+ engineering graduates every year, only 1% are job-ready for real-world chip and electronics roles.
Why? Because theory isn’t enough.
Employers today want:
- Experience with microcontrollers like STM32, ESP32, or ARM Cortex
- Practical skills in debugging hardware, writing firmware, and testing PCBs
- Comfort with embedded protocols (I2C, SPI, CAN, UART)
- Real project experience building smart devices, sensors, or automation kits
To close this gap, companies like BEL, Tata, and L&T are setting up in-house training programs. The Electronics Sector Skills Council of India (ESSCI) has launched 140+ job-oriented Qualification Packs across embedded and semiconductor roles. Institutions like IIT-Madras are leading indigenous chip design through the SHAKTI project, collaborating with ISRO and DRDO.
What This Means for You
If you’re a student, fresher, or early-career professional:
This is your moment to shift gears. Learn hands-on. Build something. Pick up embedded systems. Explore IoT.
India’s ecosystem is expanding fast — and it’s not just about Bengaluru anymore. New job hubs will emerge in Gujarat, UP, Assam, Tamil Nadu, and Telangana as chip facilities, testing centers, and design houses grow. Meanwhile, India’s own electronics market is set to reach USD 400 billion by 2025, meaning domestic demand will absorb much of this semiconductor boom — from smartphones and routers to electric scooters and drones.
