Amber Enterprises to Produce Oppo, OnePlus, and Realme Phones in India
The electronics giant aims to scale production to 16 million units annually by its second year of operation.
Amber Enterprises India has signed a manufacturing collaboration agreement with Oppo Mobiles India to produce smartphones for the Oppo, OnePlus, and Realme brands. The deal marks a significant pivot for the electronics manufacturer as it expands its footprint into the mobile device vertical.
Jasbir Singh, Executive Chairman and CEO of Amber Enterprises India, stated the group is set to foray into mobile phones through this agreement covering all three brands. Trial production is slated to begin in Q4 FY27, with full commercial production scheduled for Q1 FY28, specifically by March 2027. The company has set an initial production target of 8 million units in the first year, with plans to scale capacity to 15-16 million units annually by the second year.
Shift Toward Asset-Light Models
This partnership reflects a broader trend among Chinese smartphone brands shifting toward asset-light operational models within India. By utilizing third-party contract manufacturers, these brands can reduce direct manufacturing exposure and leverage established local supply chains. This strategic shift occurs amid heightened regulatory scrutiny; Oppo and Vivo have previously faced actions from the Directorate of Revenue Intelligence and the Enforcement Directorate, respectively. In a similar move, Vivo is currently hiving off its manufacturing plant into a joint venture with Dixon Technologies.
Market Implications
For Amber Enterprises, the move represents a major diversification of revenue streams beyond its traditional strengths in air conditioning and other appliances. The market has responded positively to the expansion; CLSA brokerage has assigned Amber Enterprises an 'Outperform' rating, setting a target price of 8,100 rupees. The collaboration underscores the growing viability of the contract manufacturing ecosystem in India, as global brands seek to mitigate operational risks while maintaining a competitive presence in one of the world's largest smartphone markets.
Future Outlook
Industry observers will now watch for the successful execution of the trial production phase in late 2026. The primary challenge for Amber will be scaling its infrastructure to meet the ambitious 16-million-unit target by the second year. While the agreement with Oppo Mobiles India is confirmed, the long-term impact on the local component ecosystem remains to be seen as the company integrates these high-volume mobile lines into its existing production capabilities. This expansion signals a maturing industrial landscape where diversified contract manufacturing becomes the primary vehicle for scale in the Indian mobile sector.