Expect India’s DRI to widen its customs probe to more South Korea and Japanese electronics brands within the next two to three quarters.

Made

25 Sep 2026

Owen Bae

Market

India, Japan

Outcome

Unresolved

The Directorate of Revenue Intelligence (DRI) is investigating Samsung and LG paying only 5% instead of the full 15% tariff rate for imported OLED parts. Sony and Panasonic are next in line as both firms use the exact same OLED import-and-assembly structure that is now under DRI scrutiny. We’ve seen this before with the DRI in India's auto sector: a 2022 probe into Volkswagen widened to Kia, Mercedes-Benz and BMW. Chinese electronics maker TCL, which manufactures locally in India, stands to gain market share as its South Korean and Japanese rivals face growing customs scrutiny over the coming year.

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