--- title: "Expect India’s DRI to widen its customs probe to more South Korea and Japanese electronics brands within the next two to three quarters." description: "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 fi" url: "https://bilby.ai/predictions/p/125/expect-india-s-dri-to-widen-its-customs-probe-to-more-south-korea-and-japanese-e" markdown: "https://bilby.ai/predictions/p/125/expect-india-s-dri-to-widen-its-customs-probe-to-more-south-korea-and-japanese-e.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # 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 - **By:** 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. [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Expect%20India%E2%80%99s%20DRI%20to%20widen%20its%20customs%20probe%20to%20more%20South%20Korea%20and%20Japanese%20electronics%20brands%20within%20the%20next%20two%20to%20three%20quarters.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Expect%20India%E2%80%99s%20DRI%20to%20widen%20its%20customs%20probe%20to%20more%20South%20Korea%20and%20Japanese%20electronics%20brands%20within%20the%20next%20two%20to%20three%20quarters.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Expect%20India%E2%80%99s%20DRI%20to%20widen%20its%20customs%20probe%20to%20more%20South%20Korea%20and%20Japanese%20electronics%20brands%20within%20the%20next%20two%20to%20three%20quarters.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Expect%20India%E2%80%99s%20DRI%20to%20widen%20its%20customs%20probe%20to%20more%20South%20Korea%20and%20Japanese%20electronics%20brands%20within%20the%20next%20two%20to%20three%20quarters.) ## More from India 18 predictions on India so far, newest first. - 29 Oct 2026 · [Reliance Industries’ diesel export margins will come under pressure in 2027, putting roughly US$6 billion in annual gross profit at risk.](https://bilby.ai/predictions/p/195/reliance-industries-diesel-export-margins-will-come-under-pressure-in-2027-putti) · Unresolved - 15 Oct 2026 · [India will avoid new US tariffs under the Graham Act when President Trump makes his decision on 18 October.](https://bilby.ai/predictions/p/167/india-will-avoid-new-us-tariffs-under-the-graham-act-when-president-trump-makes-) · True - 14 Oct 2026 · [India’s state-owned power producer NTPC will fail to secure binding green ammonia or methanol export contracts by the end of 2027, forgoing US$120 million a year in export premiums.](https://bilby.ai/predictions/p/163/india-s-state-owned-power-producer-ntpc-will-fail-to-secure-binding-green-ammoni) · Unresolved [All 18 from India](https://bilby.ai/predictions/log?tag=india) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)