Bengaluru, India –[March 6, 2025]: 3one4 Capital unveiled its latest report, Frontier Tech 2025: Beyond Tomorrow, exploring India’s deep-tech advancements as the nation moves toward a $10 trillion economy. To further the collective understanding of this rapidly evolving landscape, the Frontier Tech report provides comprehensive insights into macro trends, sectoral opportunities, investment strategies, policies, and the transformative role of deep-tech startups in driving large-scale impact across industries and shaping India’s deep-tech future.
India’s Competitive Edge in the Global Deep Tech Race Historically, deep tech innovation has been concentrated in Silicon Valley, Israel, and China, but India is undergoing a structural shift from a software-led technology ecosystem to one driven by first-principles deep tech innovation.
- Government-backed initiatives such as the ₹10,000 crore Fund of Funds, India’s Semiconductor Mission, and the National Deep Tech Startup Policy (NDTSP) demonstrate an increasing commitment to fostering Frontier Tech innovation and commercialization.
- Venture capital participation in deep tech is on the rise, with early-stage funds backing scalable, IP-driven startups, and India’s cost advantage and engineering talent offering a unique edge over global markets.
- India is a major player in the global semiconductor design space, employing about 20% of the world’s semiconductor design engineers, approximately 125,000 professionals. National research programs, university incubators, and corporate R&D investments are strengthening talent retention and development. With strategic skill-building, India is ensuring deep tech growth backed by a strong pipeline of researchers, engineers, and entrepreneurs.
- Global realignments in supply chains are also playing a role—semiconductor self-reliance, AI dominance, and clean mobility adoption have become strategic imperatives, and India is emerging as a key player in global deep tech ecosystems.
“India’s deep-tech sector is no longer a niche—it is maturing into an investment-ready, policy-backed, and globally relevant opportunity. While the foundation is strong, scaling deep-tech innovation into commercially successful, globally competitive businesses will require sustained capital, ecosystem collaboration, and patient execution. With industrial and government stakeholders actively fueling adoption, India is in a pivotal phase—one where disciplined innovation and long-term commitment will define its leadership in AI, semiconductors, and clean mobility over the next decade,” said Pranav Pai, Founding Partner & Chief Investment Officer, 3one4 Capital
The Report Spotlights Three High-Impact Sectors Where India is Gaining a Global Edge:
- Ascent of AI in Contemporary Healthcare AI is transforming diagnostics, preventive care, and hospital automation, making high-quality healthcare more scalable and cost-efficient. Companies like Dozee, which has deployed AI-powered patient monitoring systems in 280+ hospitals, are setting new benchmarks for real-time critical care management, reducing ICU burden and enabling early intervention.
- The Exponential Rise of Clean Mobility in IndiaWith 70% of new commercial vehicles in India projected to be EVs by 2030, the key challenges to scale remain charging infrastructure and battery efficiency. Companies like Exponent Energy are addressing this with ultra-fast charging technology that enables 0-100% charging in just 15 minutes, dramatically improving EV fleet efficiency, reducing downtime, and accelerating adoption across industries.
- Dawn of India’s Semiconductor RenaissanceWith $10 billion in government incentives and strategic public-private partnerships, the country is strengthening its fabless design and semiconductor manufacturing ecosystem. Companies such as AGNIT Semiconductors are at the forefront of this shift, developing next-generation Gallium Nitride (GaN) chips that offer higher energy efficiency and performance, supporting critical industries from automotive to consumer electronics.
Capital focuses on ventures that balance deep R&D with a clear pathway to monetization. Companies that integrate commercial strategy early in their product development cycle are better positioned to scale and drive sustained impact. Recognizing this shift early, 3one4 Capital has been actively investing in and supporting category-defining companies shaping the future of Frontier Tech in India for close to a decade.
The Frontier Tech 2025 report serves as a guide for investors, founders, and policymakers navigating the next phase of India’s deep-tech growth. With capital, talent, and industrial partnerships converging, India has the potential to redefine its role in the global technology landscape – building category-defining companies at the intersection of science, commercialization, and venture capital.
Visit https://www.3one4capital.com/reports to download the latest report, Frontier Tech 2025