Pillar map

Defence

India integrates world-class platforms on a subsystem base — engines, seekers, RF electronics — it does not yet own.

80 players100 relationships19 chokepoints76% India-based

Who holds the veto

Chokepoints

Who controls each layer, and how much — ranked by concentration.

ControllerLayer / inputShareNote

GaN-on-SiC RF MMICdepends on Wolfspeed90%~90% of GaN-on-SiC RF devices imported; Wolfspeed primary source.

Mazagon Dock Shipbuilders Limiteddepends on Naval Group6 submarinesKalvari-class Scorpene design and ToT from Naval Group (France).

People's Republic of Chinacontrols Gallium—

Ministry of Minescontrols IREL (India) Limited—

People's Republic of Chinacontrols Rare Earth Elements / Neodymium-Praseodymium—

Hindustan Aeronautics Limiteddepends on GE Aerospace—

Bharat Electronics Limiteddepends on Defence Semiconductor / GaN-SiC Capability (chokepoint)—

Bharat Electronics Limiteddepends on Gallium—

Mazagon Dock Shipbuilders Limiteddepends on ThyssenKrupp Marine Systems—

Defence Research and Development Organisationcontrols Aeronautical Development Agency—

Defence Research and Development Organisationcontrols Defence Semiconductor / GaN-SiC Capability (chokepoint)—

Ministry of Defence (Government of India)controls Department of Defence Production—

Department of Defence Productioncontrols Hindustan Aeronautics Limited—

Department of Defence Productioncontrols Munitions India Limited—

Adani Defence & Aerospacedepends on Israel Aerospace Industries—Drishti-10 = IAI Heron MK-II ToT; first delivered to Navy Feb 2024.

Mishra Dhatu Nigam Limiteddepends on Titanium sponge—Aerospace-grade titanium sponge largely imported (Japan/Kazakhstan).

Wolfspeedcontrols GaN-on-SiC RF MMIC—Primary global GaN-on-SiC RF substrate supplier; radar/EW chokepoint.

Bharat Electronics Limiteddepends on GaN-on-SiC RF MMIC—Imports GaN MMICs from Wolfspeed/Qorvo for AESA TR modules.

Hindustan Aeronautics Limiteddepends on Safran Aircraft Engines—Dhruv/LCH Shakti engine co-developed with Safran; core imported.

The ecosystem

Players by role

All players →

Foreign incumbents (11)

Boeing Defense Dassault Aviation GE Aerospace Israel Aerospace Industries Naval Group Rafael Advanced Defense Systems Rolls-Royce Russian Federation (Rosoboronexport / Almaz-Antey)Safran Aircraft Engines ThyssenKrupp Marine Systems Wolfspeed

Indian challengers (38)

Adani Defence & Aerospace Asteria Aerospace Astra Microwave Products Limited Azad Engineering Limited Bharat Dynamics Limited Bharat Electronics Limited Bharat Forge Limited (Kalyani Strategic Systems)Big Bang Boom Solutions BrahMos Aerospace Private Limited Centum Electronics Cochin Shipyard Limited Data Patterns (India) Limited Dhaksha Unmanned Systems EON Space Labs Garden Reach Shipbuilders & Engineers Limited Grene Robotics Hindustan Aeronautics Limited ideaForge Technology Limited IREL (India) Limited Kalyani Group (Bharat Forge Defence)Larsen & Toubro Defence Larsen & Toubro Limited (Precision Engineering & Systems)Mazagon Dock Shipbuilders Limited Mishra Dhatu Nigam Limited Munitions India Limited NewSpace Research & Technologies Optimized Electrotech Paras Defence & Space Technologies Raphe mPhibr Private Limited Sagar Defence Engineering Semi-Conductor Laboratory SiCSem Private Limited Solar Defence & Aerospace Solar Industries India Limited Tata Advanced Materials Tata Advanced Systems Limited Tonbo Imaging Zen Technologies Limited

Schemes & agencies (10)

Aeronautical Development Agency CEMILAC Defence Research and Development Organisation Department of Defence Production Innovations for Defence Excellence Ministry of Defence (Government of India)Ministry of Mines National Critical Mineral Mission PLI Scheme for Drones and Drone Components Scheme to Promote Manufacturing of Sintered Rare Earth Permanent Magnets

Streams & inputs (19)

BLDC drone motors Defence Semiconductor / GaN-SiC Capability (chokepoint)Drone battery packs Drone flight controller Drone microcontrollers and SoCs Electronic speed controller Gallium GaN-on-SiC RF MMIC Germanium IR optics GNSS navigation modules Imaging IR seeker Multilayer / HDI PCB Positive Indigenisation List PX4 / ArduPilot autopilot stack Rare Earth Elements / Neodymium-Praseodymium Single-crystal turbine blade Small UAV (multirotor)Titanium sponge Uncooled thermal imaging cameras

The moat

Where this pillar connects

Cross-pillar links only Techadyant can show — one graph, not five silos.

Semi-Conductor LaboratoryoperatesMinistry of Electronics and Information Technology ai infrastructure
SiCSem Private Limitedbeneficiary ofIndia Semiconductor Mission semiconductors
Semi-Conductor Laboratorysupplies toCentre for Development of Advanced Computing semiconductors
Semi-Conductor Laboratorypartners / jv withCentre for Development of Advanced Computing semiconductors
Galliumdepends onCrystal Matrix Limited semiconductors
Ministry of Minesowns / controlsMineral Exploration and Consultancy Limited critical minerals
Ministry of MinesregulatesGeological Survey of India critical minerals
National Critical Mineral Missioninvests inGeological Survey of India critical minerals
National Critical Mineral Missionbeneficiary ofGeological Survey of India critical minerals
Ministry of Minessubsidiary ofMineral Exploration and Consultancy Limited critical minerals
Scheme to Promote Manufacturing of Sintered Rare Earth Permanent Magnetsbeneficiary ofMinistry of Heavy Industries critical minerals
Scheme to Promote Manufacturing of Sintered Rare Earth Permanent Magnetsinvests inVedanta Limited critical minerals
People's Republic of Chinaowns / controlsGraphite (battery-anode grade)ai infrastructure
People's Republic of Chinaowns / controlsLithium critical minerals
Scheme to Promote Manufacturing of Sintered Rare Earth Permanent Magnetsinvests inVedanta Limited critical minerals
People's Republic of Chinacompetes withNational Aluminium Company Limited critical minerals
National Critical Mineral Missionbeneficiary ofLohum Cleantech Private Limited critical minerals
National Critical Mineral Missionbeneficiary ofAttero Recycling Private Limited critical minerals
National Critical Mineral Missionbeneficiary ofReasi Lithium Deposit (Salal-Haimana, J&K)critical minerals
People's Republic of Chinasupplies toRare-earth permanent magnets (NdFeB)critical minerals