Driven by geopolitics, from 2010 to 2025, India’s perception of Huawei changed greatly from technology dependence to security exclusion. The cooperation between India and Huawei in digital and intelligent transportation and logistics supply chain is divided into five stages: security doubts leading, technology recognition rising, 5G dispute intensifying, geopolitics leading and technology resilience. India has made a series of supply chain risks such as access restriction, role demotion, core exit and limited scope through policy adjustments such as security review, equity restriction and data localization, among which geopolitical-driven institutional exclusion is the core threat. Enterprises can mitigate risks through four strategies: joint venture plus localized data center compliance architecture, technology authorization and joint research and development, supply chain diversification through the deployment in local non-core sectors, and the policy pre-engagement mechanism. Providing practical enlightenment for multinational enterprises’ overseas supply chain risk management and control, such as compliance adaptation, technology symbiosis, market stratification and policy awareness.