Sachin Lawande on India-China comparison
From Tariff wars could reshape some dynamics like the pandemic did: Visteon CEO · · ET Auto
“India can complement China but is not yet an alternative. China has a deep supplier ecosystem, while India is still building its ecosystem, especially in leading-edge technologies like semiconductors and displays.”
On , Sachin Lawande, Former President, Chief Executive Officer & Director at VISTEON CORP, spoke about India-China comparison during Tariff wars could reshape some dynamics like the pandemic did: Visteon CEO on ET Auto.
About Sachin Lawande
Sachin Lawande, President and CEO of Visteon, said in a June 2025 interview that tariff wars could reshape the automotive industry similarly to how the pandemic did. He stated that tariffs are significantly impacting the cost of parts and cars, forcing companies to redraw supply lines and spread manufacturing into regions to minimize the impact. Lawande noted that India is emerging as a significant market for Visteon, with revenues expected to grow from about 8% to 12-15% in the next few years, and that the company is investing in new manufacturing lines in Chennai for automotive cameras and display backlighting. He also commented that India can complement China but is not yet an alternative due to China's deeper supplier ecosystem, and encouraged policymakers to think of consistent tariff policies to attract investment in automotive electronics. In a September 2022 interview, Lawande discussed the evolution of automotive technology, including the "screenification" of cars with larger displays and the importance of voice technology, which he said Visteon has developed to 95% accuracy. He stated that Visteon had a large business with General Motors, with 100% of GM's planned million EVs per year by 2025 using Visteon's battery management solution. Regarding the semiconductor shortage, Lawande explained that the crisis stemmed from the automotive industry pulling orders during the pandemic, and he expected the industry to return to excess semiconductor capacity by mid-2023. He also noted that ADAS technology was coming to India in a big way and would improve safety.