INDIA’S SOLAR MANUFACTURING PIVOT: WHY GLOBAL PLAYERS MUST ACT NOW India is entering a once-in-two-decades solar manufacturing supercycle. Installed capacity has expanded from 2.8 GW in 2014 to nearly 130 GW by 2025, supported by ambitious national targets and strong policy commitments. While the solar demand outlook is robust, the manufacturing landscape remains uneven with significant capability gaps in upstream segments and next-generation cell technologies. This creates a strategic window for global players to shape India’s next phase of solar industrialization.India’s Solar Growth Story: From Scale to Manufacturing Sovereignty India is now the world’s fourth largest renewable energy market and …
India’s High-Performance Coatings Market as a Growth and Manufacturing Platform for Specialty Chemical Companies
India’s High-Performance Coatings Market as a Growth and Manufacturing Platform for Specialty Chemical Companies The global coatings industry is rapidly shifting toward waterborne, low-VOC, and high-performance chemistries as sustainability regulations tighten and downstream industries demand improved environmental and technical performance. Waterborne coatings have become one of the fastest-growing global segments, supported by increasing adoption in automotive, industrial, and construction applications. The global market is expected to surpass 140 bln EUR by 2035, driven by innovation in dispersants, rheology modifiers, polyurethane dispersions, adhesion technologies, and next-generation corrosion-resistant systems—areas where established specialty chemical manufacturers continue to lead. India has emerged as one …
China’s October 2025 Export Controls: Strategic Implications for Global Industries
China’s October 2025 Export Controls: Strategic Implications for Global Industries China’s export-control framework has entered a new phase of regulatory refinement and systematization. On October 9, 2025, the General Administration of Customs announced comprehensive measures that mark a fundamental shift from reactive quota management to proactive governance of critical materials and technologies. These regulations carry profound implications for global supply chains spanning advanced manufacturing, clean energy, and strategic technology sectors.The announcement encompasses five interconnected circulars that collectively represent China’s most comprehensive approach to critical materials governance. These measures span the entire value chain from raw materials and processing equipment through …
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start There has been a lot of debate lately on whether India’s recent manufacturing inflows are “real” or simply limited to assembly. The assumption is that unless a country builds deep manufacturing capability, it cannot truly move up the value chain. But that view misses an important truth about how industrial ecosystems actually evolve.Even if India’s current wave of investment is assembly-led, it sets in motion something much larger. When global companies begin to assemble products locally, they inevitably bring suppliers, logistics partners, testing facilities, and component makers along with them. …
EAC International Consulting Recognized Among the World’s Best by Forbes in 2024 and 2025
EAC International Consulting Recognized Among the World’s Best by Forbes in 2024 and 2025 EAC was distinguished by Forbes in 2024 and reaffirmed its position in 2025 as one of the World’s Best Management Consulting Firms for excellence in M&A advisory services.This prestigious recognition highlights EAC’s proven expertise in guiding clients through complex mergers and acquisitions, cross-border transactions, and international growth strategies. It underscores our dedication to delivering sustainable impact and high-value results in an ever-evolving global business landscape. The Forbes ranking, created in partnership with Statista, is a globally respected benchmark that identifies consulting firms excelling in client satisfaction …
EAC at WAIC 2025: AI & Robotics Innovation on the Rise
EAC at WAIC 2025: AI & Robotics Innovation on the Rise Addie’s recent post from the World Artificial Intelligence Conference (WAIC) 2025 offers a crucial look into the dynamism of China’s AI and robotics sectors. As a Munich-headquartered firm with a long-standing presence in international markets, EAC is uniquely positioned to analyze these developments and their impact on global business.What we’re seeing in China goes beyond a simple tech showcase. As Addie points out, this is a “productivity revolution” driven by a strategic, government-backed roadmap. The sheer scale of WAIC 2025 with its 70,000+ sqm footprint and 800+ exhibitors underscores …
Seizing Opportunities in the Evolving US Tariff Landscape: Implications for India
Seizing Opportunities in the Evolving US Tariff Landscape: Implications for India On July 23rd, 2025, EAC–Euro Asia International Consulting, in partnership with the Indo-German Chamber of Commerce (IGCC), co-hosted an insightful webinar dissecting the dynamic shifts in the US tariff regime and their far-reaching impacts on Indian industry and global supply chains. Click here to watch the complete webinar. In response to economic pressures and a drive to bolster domestic industry, the United States recently announced reciprocal tariffs on over 20 nations, with implementation deadlines set for August 1, 2025. Uniquely, India has been exempted from these new measures creating …
A New Globalization Path for China’s EV Supply Chain
A New Globalization Path for China’s EV Supply Chain At AMTS 2025, EAC International Consulting presented the latest analysis on how Chinese electric vehicle (EV) battery and component suppliers are unlocking new opportunities around the globe as supply chains undergo rapid restructuring. As the world’s largest EV producer and exporter, China’s role is evolving in response to shifting regulatory, geopolitical, and consumer landscapes.Three Strategic Windows for Chinese Suppliers Following the OEMs Abroad: Over 200 Chinese automotive plants are under construction worldwide. For Tier 1 suppliers, staying relevant means establishing an international presence alongside these OEMs, especially as export-driven growth slows …
Spotlight India at Automatica 2025: Presenting Opportunities in Robotics and Automation
Spotlight India at Automatica 2025: Presenting Opportunities in Robotics and Automation India’s rise as a global manufacturing powerhouse was clearly demonstrated at the VDMA event “Spotlight India – Opportunities for Robotics and Automation” during automatica 2025 in Munich. The event brought together industry leaders, innovators, and policymakers to explore the immense potential of India’s automation market, a sector poised for exponential growth.India’s automation market is experiencing double-digit growth and profitability, driven by the demand for productivity and digital integration. The landscape is rapidly evolving, with significant opportunities for companies willing to localize their strategies and invest in innovation. The event …
EAC International Consulting Shares Insights at the 3rd China EV High Voltage System Summit 2025
EAC International Consulting Shares Insights at the 3rd China EV High Voltage System Summit 2025 Daniel Berger, Partner at EAC International Consulting, recently spoke at the prestigious 3rd China EV High Voltage System Summit 2025 in Shanghai. The event brought together leading automakers, suppliers, research institutions, and policymakers to discuss the future of high-voltage electric vehicle (EV) technology and infrastructure in China and globally.During his keynote, Daniel Berger highlighted the remarkable growth of China’s electric mobility market—with approximately 13 million EVs sold in 2024 and continued momentum exceeding 40% in Q1 2025. As panel moderator, Daniel Berger led a dynamic …
EAC’s Thought Leadership in the Global EV Dialogue
EAC’s Thought Leadership in the Global EV Dialogue EAC International Consulting values the chance to showcase our industry knowledge at the MBC’s flagship EV documentary, now in its fifth year of exploring the electric vehicle revolution across Asia and the United States. Our colleague Addie’s participation as a China market observer highlights EAC’s commitment to providing nuanced, cross-border perspectives on the rapidly evolving mobility sector.By sharing insights from both Chinese and international markets, Addie underscores the importance of understanding the consumer logic, strategic thinking, and global ambitions driving China’s EV industry. This approach reflects EAC’s core strength: delivering balanced, on-the-ground …
Is 𝗖𝗵𝗶𝗻𝗮 𝘁𝗵𝗲 𝗡𝗲𝘄 𝗚𝗹𝗼𝗯𝗮𝗹 𝗕𝗮𝘁𝘁𝗹𝗲𝗴𝗿𝗼𝘂𝗻𝗱 𝗳𝗼𝗿 𝗔𝘂𝘁𝗼𝘀?
Why China is the New Global Battleground for Autos? Reflections from Chongqing Auto Forum 2025Last week, for the third year running, EAC International Consulting Business Strategy Director Addie Wei had the privilege of attending the Chongqing Auto Forum – widely regarded as China’s most candid and influential automotive event. This year’s theme was fitting: “𝘚𝘩𝘢𝘱𝘪𝘯𝘨 𝘵𝘩𝘦 𝘍𝘶𝘵𝘶𝘳𝘦 𝘪𝘯 𝘢𝘯 𝘌𝘳𝘢 𝘰𝘧 𝘛𝘳𝘢𝘯𝘴𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.” Key takeaways: 1️⃣ 𝗣𝘂𝘀𝗵𝗯𝗮𝗰𝗸 𝗔𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 “𝗣𝗥𝗜𝗖𝗘 𝗪𝗔𝗥” This year, Chinese OEMs made their stance clear: unsustainable competition must stop. – Li Shufu (Geely) called out “unacceptable” price wars. – Chery and Changan warned of long-term damage to …